UBS Group AG Sells 1,255,947 Shares of Waystar Holding Corp. $WAY

UBS Group AG trimmed its holdings in shares of Waystar Holding Corp. (NASDAQ:WAY) by 35.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,310,592 shares of the company’s stock after selling 1,255,947 shares during the quarter. UBS Group AG’s holdings in Waystar were worth $75,672,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. ANTIPODES PARTNERS Ltd lifted its holdings in shares of Waystar by 120.1% during the third quarter. ANTIPODES PARTNERS Ltd now owns 823 shares of the company’s stock valued at $31,000 after purchasing an additional 449 shares in the last quarter. BCS Private Wealth Management Inc. increased its holdings in Waystar by 8.4% in the 3rd quarter. BCS Private Wealth Management Inc. now owns 7,455 shares of the company’s stock worth $283,000 after buying an additional 575 shares in the last quarter. State of Wyoming increased its holdings in Waystar by 45.1% in the 2nd quarter. State of Wyoming now owns 2,098 shares of the company’s stock worth $86,000 after buying an additional 652 shares in the last quarter. Salomon & Ludwin LLC purchased a new position in Waystar in the 3rd quarter worth about $25,000. Finally, EverSource Wealth Advisors LLC raised its position in Waystar by 51.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 2,113 shares of the company’s stock worth $80,000 after buying an additional 719 shares during the last quarter.

Waystar News Roundup

Here are the key news stories impacting Waystar this week:

• Positive Sentiment: Q1 results beat expectations: EPS $0.42 vs. $0.39 est. and revenue (~$313.9M) topped consensus; revenue rose ~22% year‑over‑year — a clear near‑term operating beat. Waystar Holding (WAY) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management emphasized AI‑driven product initiatives on the earnings call, highlighting potential for higher long‑term revenue productivity and margin expansion if adoption accelerates. Waystar Holding Corp. Signals AI-Fueled Growth Ahead
• Positive Sentiment: Sell‑side support remains: Needham reaffirmed a “Buy” rating and a $33 price target, reinforcing analyst conviction in Waystar’s growth story. Waystar (NASDAQ:WAY) Receives “Buy” Rating from Needham & Company LLC
• Neutral Sentiment: JPMorgan cut its price target from $40 to $38 but kept an “Overweight” rating — a mixed signal: the firm still expects upside but trimmed near‑term valuation assumptions. Benzinga: JPMorgan lowers Waystar PT
• Negative Sentiment: Management set FY‑2026 revenue around $1.274B–$1.294B and shifted Q2 guidance to flat to +1% sequential growth, flagging near‑term moderation that likely pressured the stock despite the beat. Waystar signals 2026 revenue of $1.274B-$1.294B while shifting Q2 sequential growth to flat-1%

Wall Street Analysts Forecast Growth

WAY has been the topic of a number of recent analyst reports. Loop Capital set a $33.00 price target on shares of Waystar in a report on Wednesday, February 18th. Needham & Company LLC reissued a “buy” rating and set a $33.00 price objective on shares of Waystar in a report on Thursday. BMO Capital Markets lowered their price objective on shares of Waystar from $47.00 to $30.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 18th. Leerink Partners began coverage on shares of Waystar in a research report on Monday, February 2nd. They issued an “outperform” rating and a $43.00 target price for the company. Finally, Truist Financial decreased their target price on shares of Waystar from $51.00 to $38.00 and set a “buy” rating for the company in a research note on Wednesday, February 18th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $36.38.

Waystar Stock Performance

Waystar stock opened at $20.95 on Monday. Waystar Holding Corp. has a 52-week low of $20.35 and a 52-week high of $42.55. The company has a market cap of $4.02 billion, a P/E ratio of 31.27, a P/E/G ratio of 0.80 and a beta of 0.21. The company has a quick ratio of 1.76, a current ratio of 1.76 and a debt-to-equity ratio of 0.37. The business has a 50-day simple moving average of $24.57 and a two-hundred day simple moving average of $29.65.

Waystar (NASDAQ:WAY) last issued its quarterly earnings data on Wednesday, April 29th. The company reported $0.42 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.03. The firm had revenue of $313.87 million for the quarter, compared to analysts’ expectations of $311.74 million. Waystar had a net margin of 10.90% and a return on equity of 6.99%. The business’s quarterly revenue was up 22.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.32 EPS. Waystar has set its FY 2026 guidance at 1.590-1.680 EPS. Analysts predict that Waystar Holding Corp. will post 1.46 EPS for the current year.

Waystar Company Profile

Waystar (NASDAQ:WAY) is a leading provider of cloud-based revenue cycle management and payment solutions for healthcare organizations. The company’s unified platform streamlines the entire financial continuum of patient care, from eligibility verification and claim submission to payment reconciliation and patient billing. By automating key processes and improving claim accuracy, Waystar helps providers reduce administrative overhead, accelerate cash flow and enhance overall revenue performance.

At the core of Waystar’s offering is a SaaS-based architecture that integrates seamlessly with existing electronic health record (EHR) systems and payer networks.