Flywire Target of Unusually High Options Trading (NASDAQ:FLYW)

Flywire Corporation (NASDAQ:FLYW) was the recipient of unusually large options trading activity on Wednesday. Investors acquired 3,805 put options on the stock. This is an increase of approximately 653% compared to the typical volume of 505 put options.

Flywire Stock Performance

FLYW stock traded up $1.00 during trading on Wednesday, hitting $12.24. 1,877,168 shares of the company traded hands, compared to its average volume of 1,408,254. Flywire has a 1 year low of $8.20 and a 1 year high of $15.25. The company has a market cap of $1.49 billion, a PE ratio of -613.69, a P/E/G ratio of 1.20 and a beta of 1.28. The stock’s 50-day simple moving average is $13.09 and its 200 day simple moving average is $13.23. The company has a debt-to-equity ratio of 0.02, a current ratio of 1.53 and a quick ratio of 1.53.

Flywire (NASDAQ:FLYW) last issued its quarterly earnings data on Tuesday, February 24th. The company reported $105.55 EPS for the quarter, topping analysts’ consensus estimates of ($0.01) by $105.56. Flywire had a negative net margin of 0.42% and a positive return on equity of 0.80%. The business had revenue of $157.54 million for the quarter, compared to analysts’ expectations of $144.96 million. During the same quarter last year, the company earned ($0.12) EPS. The business’s revenue was up 34.0% on a year-over-year basis. On average, equities analysts expect that Flywire will post 0.14 earnings per share for the current fiscal year.

More Flywire News

Here are the key news stories impacting Flywire this week:

• Positive Sentiment: Q4 beat — Flywire reported Q4 revenue of $157.54M, up 34% year-over-year, and reported EPS of $105.55, materially above consensus; revenue topped estimates of $144.96M, signaling strong demand. Flywire Reports Fourth-Quarter and Fiscal-Year 2025 Financial Results
• Positive Sentiment: Guidance raised/above consensus — Management provided Q1 and FY2026 revenue ranges ($162.2M–$167.3M for Q1; roughly $693.6M–$729.8M for FY2026) that sit above consensus, supporting expectations for continued growth and margin expansion. Flywire Q4 press release & guidance
• Positive Sentiment: 2026 growth/EBITDA outlook — Management outlined FX-neutral revenue growth of 15%–21% for 2026 while saying it will scale EBITDA margins, indicating operating leverage as revenue scales. Seeking Alpha: growth & margin outlook
• Neutral Sentiment: Positive market reaction and analyst attention — Multiple outlets noted the beat and moved coverage; press and analysts are updating models which can increase trading volume and volatility. Yahoo Finance: beats & market reaction
• Neutral Sentiment: Investor engagement — Flywire will attend upcoming investor conferences and has posted the earnings slide deck and call transcript for review, improving transparency for investors. Investor conferences announcement
• Negative Sentiment: EPS composition caution — The headline EPS ($105.55) is outsized relative to operating performance (modest net margin), suggesting significant one-time/other accounting items; investors may discount this when modeling recurring earnings. MarketBeat: earnings summary & transcript
• Negative Sentiment: Macro/geopolitical risk to education vertical — Coverage flags geopolitical and foreign-collection risks that could pressure international education payment volumes, a meaningful part of Flywire’s business. Investing.com: risks to education payments
• Negative Sentiment: Profitability still limited — Company reported a slight negative net margin (-0.42%) despite topline growth; runway to consistent GAAP profitability remains a key monitor. Zacks: metric comparison

Insider Activity

In related news, Director Phillip John Riese sold 16,612 shares of the business’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $15.08, for a total value of $250,508.96. Following the completion of the transaction, the director owned 234,493 shares of the company’s stock, valued at $3,536,154.44. The trade was a 6.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Peter Butterfield sold 13,327 shares of the company’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $15.01, for a total value of $200,038.27. Following the sale, the general counsel owned 374,933 shares of the company’s stock, valued at approximately $5,627,744.33. This represents a 3.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have acquired 251,112 shares of company stock worth $3,477,834 and have sold 38,426 shares worth $567,215. Insiders own 4.40% of the company’s stock.

Hedge Funds Weigh In On Flywire

Institutional investors and hedge funds have recently modified their holdings of the business. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Flywire by 3.4% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 24,086 shares of the company’s stock worth $326,000 after buying an additional 800 shares in the last quarter. Royal Bank of Canada grew its position in shares of Flywire by 13.6% in the fourth quarter. Royal Bank of Canada now owns 9,025 shares of the company’s stock valued at $128,000 after purchasing an additional 1,081 shares in the last quarter. Nisa Investment Advisors LLC increased its holdings in shares of Flywire by 194.9% in the second quarter. Nisa Investment Advisors LLC now owns 3,279 shares of the company’s stock valued at $38,000 after purchasing an additional 2,167 shares during the last quarter. Covestor Ltd lifted its position in Flywire by 217.9% during the third quarter. Covestor Ltd now owns 3,233 shares of the company’s stock worth $43,000 after buying an additional 2,216 shares in the last quarter. Finally, Global Retirement Partners LLC acquired a new position in Flywire during the fourth quarter worth $32,000. Hedge funds and other institutional investors own 95.90% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on FLYW shares. The Goldman Sachs Group boosted their target price on shares of Flywire from $14.00 to $16.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. Morgan Stanley cut their price target on shares of Flywire from $16.00 to $15.00 and set an “equal weight” rating on the stock in a report on Tuesday. Wall Street Zen cut Flywire from a “buy” rating to a “hold” rating in a research report on Sunday, January 25th. B. Riley Financial upped their target price on Flywire from $15.00 to $20.00 and gave the company a “buy” rating in a research report on Friday, January 9th. Finally, Wolfe Research reissued an “outperform” rating and issued a $19.00 price target on shares of Flywire in a report on Wednesday, November 5th. Six research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $15.73.

Flywire Company Profile

Flywire Corp (NASDAQ: FLYW) is a global payments enablement and software company that specializes in facilitating complex cross-border transactions. Its cloud-based platform streamlines receivables and payer workflows across key verticals including education, healthcare, travel and hospitality, and commercial services. Flywire’s technology integrates with institutional systems to automate payment posting, reconciliation and reporting, aiming to improve the payer experience and accelerate cash flow for its clients.

Founded in 2009 by entrepreneur Iker Marcaide as peerTransfer, the company rebranded as Flywire in 2015.