WAY Waystar Holding Corp. Common Stock

Yousif Capital Management LLC has initiated a new position in Waystar Holding Corp. (NASDAQ:WAY) during the third quarter, acquiring 34,390 shares valued at approximately $1.3 million. This move aligns with other institutional investors increasing their stakes in the company, despite some recent insider selling by executives. Analysts maintain a "Buy" consensus rating for Waystar with an average price target of $47.57, while the stock currently trades around $33.

Waystar Holding Corp. announced that its CEO, Matt Hawkins, will present at the 44th Annual J.P. Morgan Healthcare Conference on January 12, 2026. A live webcast of the presentation will be available on Waystar's Investor Relations website, with a recording accessible afterward. Waystar is a leading provider of healthcare payment software, serving over 30,000 clients and processing billions in transactions annually.

Waystar has appointed Aashima Gupta and Michael Roman to its Board of Directors, bringing deep expertise in AI innovation, healthcare, and enterprise growth. Ms. Gupta, Global Director of Healthcare Strategy and Solutions at Google Cloud, focuses on AI strategy and digital transformation in healthcare. Mr. Roman, former Executive Chairman and CEO of 3M, is recognized for his leadership, operational excellence, and product innovation, particularly in the healthcare sector.

Munro Partners significantly increased its stake in Waystar Holding Corp. (NASDAQ:WAY) by 107.5%, acquiring an additional 92,695 shares to bring its total holdings to 178,890 shares, valued at approximately $6.78 million. This move is part of a broader trend of institutional accumulation, although company insiders have been net sellers. Despite insider selling, Wall Street analysts maintain a consensus "Buy" rating for Waystar with an average price target of $47.57.

Waystar Holding Corp.'s Chief Business Officer Eric L. (Ric) Sinclair III sold 9,701 shares of common stock for approximately $318,395, while also exercising options to acquire an equal number of shares. The healthcare technology company, with a $6.3 billion market capitalization, maintains strong liquidity and has received positive analyst ratings and price target increases following its Q3 2025 earnings report. Analysts highlight Waystar's strong position in the revenue cycle management industry and potential benefits from automation and AI.

Eric (Ric) Sinclair III, an insider at Waystar (NASDAQ:WAY), sold 9,701 shares of the company's stock on December 22nd, 2025, for a total value of $318,386.82. This transaction reduced his stake by 2.00%, though he still owns 474,826 shares worth approximately $15.6 million. Waystar's stock is currently trading at $32.80, with analysts generally rating it as a "Buy" with an average target price of $47.57.