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

Key Points

• UBS cut its Waystar stake by 35.2% in Q4, selling 1,255,947 shares and retaining 2,310,592 shares (about 1.21% ownership) worth roughly $75.67 million.
• Waystar beat Q1 estimates (EPS $0.42 vs. $0.39; revenue ~$313.9M, +22% YoY) and emphasized AI-driven product initiatives, but management set FY‑2026 revenue around $1.274–1.294B and warned Q2 sequential growth could be flat to +1%, signaling near‑term moderation.
• Analysts have trimmed price targets (e.g., BMO and Canaccord to $30, JPMorgan to $38) while coverage remains mixed; the stock's consensus is a Moderate Buy with an average price target of $36.38.

UBS Group AG decreased its position in shares of Waystar Holding Corp. (NASDAQ:WAY - Free Report) by 35.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 2,310,592 shares of the company's stock after selling 1,255,947 shares during the period. UBS Group AG owned about 1.21% of Waystar worth $75,672,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Salomon & Ludwin LLC bought a new stake in shares of Waystar during the third quarter valued at approximately $25,000. ANTIPODES PARTNERS Ltd raised its holdings in Waystar by 120.1% in the third quarter. ANTIPODES PARTNERS Ltd now owns 823 shares of the company's stock worth $31,000 after purchasing an additional 449 shares in the last quarter. First Horizon Corp purchased a new position in Waystar during the third quarter valued at $38,000. EverSource Wealth Advisors LLC lifted its position in Waystar by 3,219.0% during the second quarter. EverSource Wealth Advisors LLC now owns 1,394 shares of the company's stock valued at $57,000 after buying an additional 1,352 shares during the period. Finally, GAMMA Investing LLC boosted its holdings in shares of Waystar by 613.4% during the 4th quarter. GAMMA Investing LLC now owns 1,762 shares of the company's stock valued at $58,000 after buying an additional 1,515 shares in the last quarter.

Wall Street Analyst Weigh In

WAY has been the subject of several research reports. BMO Capital Markets decreased their price target on shares of Waystar from $47.00 to $30.00 and set an "outperform" rating for the company in a research note on Wednesday, February 18th. JPMorgan Chase & Co. dropped their price objective on shares of Waystar from $40.00 to $38.00 and set an "overweight" rating on the stock in a research note on Thursday. Canaccord Genuity Group cut their price objective on shares of Waystar from $54.00 to $30.00 and set a "buy" rating on the stock in a report on Wednesday, February 18th. Morgan Stanley assumed coverage on shares of Waystar in a research note on Monday, March 30th. They set an "equal weight" rating and a $28.00 target price for the company. Finally, Needham & Company LLC reiterated a "buy" rating and set a $33.00 target price on shares of Waystar in a report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $36.38.

Waystar Price Performance

WAY opened at $20.95 on Monday. The stock has a 50-day moving average price of $24.57 and a 200-day moving average price of $29.65. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.76 and a quick ratio of 1.76. The firm has a market cap of $4.02 billion, a PE ratio of 31.27, a P/E/G ratio of 0.80 and a beta of 0.21. Waystar Holding Corp. has a 1 year low of $20.35 and a 1 year high of $42.55.

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

Trending Headlines about Waystar

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%

Waystar 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.

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