VCI Wealth Management LLC Makes New $1.20 Million Investment in Waystar Holding Corp. $WAY

VCI Wealth Management LLC bought a new position in Waystar Holding Corp. (NASDAQ:WAY) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 47,508 shares of the company’s stock, valued at approximately $1,204,000.

A number of other large investors have also recently added to or reduced their stakes in the company. Salomon & Ludwin LLC raised its stake in shares of Waystar by 310.6% in the 3rd quarter. Salomon & Ludwin LLC now owns 1,010 shares of the company’s stock valued at $26,000 after purchasing an additional 764 shares during the period. Modera Wealth Management LLC acquired a new position in shares of Waystar during the third quarter worth about $1,276,000. Smith Group Asset Management LLC boosted its position in shares of Waystar by 1.5% during the third quarter. Smith Group Asset Management LLC now owns 29,634 shares of the company’s stock worth $751,000 after buying an additional 433 shares during the period. Robeco Schweiz AG acquired a new position in shares of Waystar during the third quarter worth about $1,397,000. Finally, Simplicity Wealth LLC grew its holdings in shares of Waystar by 8.1% during the third quarter. Simplicity Wealth LLC now owns 41,278 shares of the company’s stock worth $1,046,000 after buying an additional 3,095 shares in the last quarter.

Insider Buying and Selling

In related news, CEO Matthew Hawkins sold 82,500 shares of Waystar stock in a transaction dated Tuesday, October 6th. The stock was sold at an average price of $26.23, for a total transaction of $2,163,975.00. Following the completion of the transaction, the chief executive officer owned 1,804,794 shares in the company, valued at approximately $47,339,746.62. This trade represents a 4.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 247,500 shares of company stock worth $6,370,499 in the last three months. Company insiders own 3.50% of the company’s stock.

Analyst Ratings Changes

WAY has been the topic of a number of recent research reports. Barclays lowered Waystar from an “overweight” rating to an “equal weight” rating and lifted their target price for the company from $27.00 to $30.00 in a research report on Tuesday, September 15th. Canaccord Genuity Group upped their price target on Waystar from $30.00 to $33.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. KeyCorp raised their price target on shares of Waystar from $30.00 to $35.00 and gave the stock an “overweight” rating in a research note on Friday, October 16th. Citigroup reaffirmed a “buy” rating on shares of Waystar in a research note on Monday, July 20th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $33.00 price objective on shares of Waystar in a report on Wednesday, August 26th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $34.90.

Key Headlines Impacting Waystar

Here are the key news stories impacting Waystar this week:

• Positive Sentiment: Q3 earnings and revenue exceeded estimates. Waystar reported non-GAAP EPS of $0.44, above the $0.41 consensus estimate, while revenue reached $325.6 million versus expectations of $323.4 million. EPS increased from $0.37 a year earlier. Waystar Holding Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Growth remained robust. Third-quarter revenue rose 21.2% year over year to $325.6 million. Net income was $31.0 million, non-GAAP net income was $87.1 million, and adjusted EBITDA margin was 43%, highlighting continued operating leverage in Waystar’s healthcare payment software business. Waystar Reports Third Quarter 2026 Results
• Positive Sentiment: Full-year profitability guidance was raised. Waystar now expects 2026 adjusted EBITDA of approximately $543 million to $549 million, signaling greater confidence in earnings performance. The company forecast revenue of $1.277 billion to $1.287 billion. Waystar Raises Adjusted EBITDA Outlook
• Neutral Sentiment: Valuation remains a consideration. WAY trades at roughly 40 times earnings, so continued share-price gains may depend on sustaining its elevated growth rate and delivering against the upgraded outlook. The stock is trading above both its 50-day and 200-day moving averages, indicating strong recent momentum but also higher expectations.

Waystar Stock Performance

Shares of WAY stock opened at $28.14 on Tuesday. The stock has a market cap of $5.40 billion, a P/E ratio of 40.20, a P/E/G ratio of 1.13 and a beta of 0.18. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.85 and a quick ratio of 1.85. The company has a fifty day moving average price of $26.23 and a two-hundred day moving average price of $23.97. Waystar Holding Corp. has a one year low of $17.26 and a one year high of $37.71.

Waystar (NASDAQ:WAY) last announced its quarterly earnings data on Monday, November 2nd. The company reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.41 by $0.03. The company had revenue of $325.62 million during the quarter, compared to the consensus estimate of $323.43 million. Waystar had a net margin of 11.18% and a return on equity of 7.03%. The company’s quarterly revenue was up 21.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.37 EPS. As a group, equities analysts predict that Waystar Holding Corp. will post 1.47 EPS for the current year.

Waystar Company Profile

Waystar Holding Corp. is a healthcare technology company that provides cloud-based software designed to simplify administrative and financial processes across the healthcare industry. Its platform connects healthcare providers, health plans and patients, helping organizations manage revenue cycle operations and improve the flow of information and payments.

The company’s products and services include electronic claims management, eligibility and benefits verification, prior authorization, payment integrity, denial management, patient estimates and payments, billing automation, and healthcare analytics.