Vestmark Advisory Solutions Inc. Makes New Investment in GeneDx Holdings Corp. $WGS

Vestmark Advisory Solutions Inc. purchased a new position in shares of GeneDx Holdings Corp. (NASDAQ:WGS) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 17,327 shares of the company’s stock, valued at approximately $1,867,000.

Several other institutional investors and hedge funds have also modified their holdings of WGS. Jones Financial Companies Lllp raised its holdings in GeneDx by 664.3% during the 3rd quarter. Jones Financial Companies Lllp now owns 214 shares of the company’s stock worth $25,000 after buying an additional 186 shares during the period. AlphaQuest LLC raised its holdings in shares of GeneDx by 351.5% during the second quarter. AlphaQuest LLC now owns 763 shares of the company’s stock worth $70,000 after acquiring an additional 594 shares during the period. Tower Research Capital LLC TRC lifted its position in GeneDx by 479.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 1,818 shares of the company’s stock valued at $168,000 after acquiring an additional 1,504 shares in the last quarter. Ameritas Investment Partners Inc. boosted its stake in GeneDx by 61.0% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 1,917 shares of the company’s stock worth $177,000 after purchasing an additional 726 shares during the period. Finally, State of Alaska Department of Revenue bought a new position in GeneDx during the 3rd quarter worth about $187,000. 61.72% of the stock is currently owned by institutional investors and hedge funds.

GeneDx News Roundup

Here are the key news stories impacting GeneDx this week:

• Positive Sentiment: Q4 revenue and EPS slightly beat expectations — reported $120.99M revenue and $0.14 EPS vs. consensus ~$120.8M and $0.11, a concrete data beat that supports growth traction. Zacks: Q4 Earnings and Revenues Beat
• Positive Sentiment: Company reaffirmed full‑year 2026 guidance and provided an investor presentation/earnings call with details — this reduces uncertainty about management’s outlook. BusinessWire: Q4 & Full‑Year Results
• Positive Sentiment: Street upgrades and constructive notes: Seeking Alpha upgraded WGS to Buy, arguing operational improvements and a clearer growth plan (management plans to markedly expand commercial footprint in 2026) make the story investable again. Seeking Alpha: Rating Upgrade
• Neutral Sentiment: BTIG lowered its price target from $200 to $170 but kept a Buy rating — shows continued analyst conviction but with a more conservative valuation view. The Fly / Benzinga: BTIG Lowers PT
• Negative Sentiment: Some coverage framed the quarter as “mixed” (revenue OK but earnings/near‑term profitability weaker), which can dampen enthusiasm — EPS is well below last year’s level, and net margins remain thin. Investing.com: Mixed Q4 Results
• Negative Sentiment: Management’s stated strategy to prioritize aggressive commercial expansion in 2026 (to capture growth) implies near‑term margin pressure and higher operating investment — a tradeoff that can make investors sell now and wait for 2027 proof of scale. Seeking Alpha: Growth vs Margins

Insider Activity

In related news, CEO Katherine Stueland sold 10,857 shares of GeneDx stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $143.89, for a total transaction of $1,562,213.73. Following the completion of the transaction, the chief executive officer owned 14,237 shares in the company, valued at approximately $2,048,561.93. This trade represents a 43.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Kevin Feeley sold 3,855 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $143.87, for a total value of $554,618.85. Following the completion of the sale, the chief financial officer directly owned 8,731 shares of the company’s stock, valued at approximately $1,256,128.97. The trade was a 30.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 30,961 shares of company stock valued at $3,933,831 in the last quarter. Company insiders own 29.60% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Guggenheim restated a “buy” rating and issued a $170.00 price target (up from $115.00) on shares of GeneDx in a report on Wednesday, October 29th. Jefferies Financial Group set a $150.00 price target on GeneDx in a research report on Monday. Piper Sandler reiterated an “overweight” rating and issued a $130.00 price objective (down from $160.00) on shares of GeneDx in a report on Tuesday. Wells Fargo & Company raised shares of GeneDx from an “equal weight” rating to an “overweight” rating and set a $155.00 price objective on the stock in a research report on Monday, February 9th. Finally, Wall Street Zen downgraded shares of GeneDx from a “buy” rating to a “hold” rating in a research report on Sunday, February 8th. Seven research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $150.71.

GeneDx Stock Down 7.3%

NASDAQ:WGS opened at $80.70 on Wednesday. GeneDx Holdings Corp. has a twelve month low of $55.17 and a twelve month high of $170.87. The firm has a market capitalization of $2.33 billion, a price-to-earnings ratio of -107.60 and a beta of 2.00. The company has a quick ratio of 2.59, a current ratio of 2.71 and a debt-to-equity ratio of 0.18. The stock’s 50 day moving average price is $109.90 and its two-hundred day moving average price is $124.48.

GeneDx (NASDAQ:WGS) last released its quarterly earnings data on Monday, February 23rd. The company reported $0.14 EPS for the quarter, beating the consensus estimate of $0.11 by $0.03. GeneDx had a positive return on equity of 15.17% and a negative net margin of 4.92%.The company had revenue of $120.99 million during the quarter, compared to the consensus estimate of $120.80 million. Equities research analysts expect that GeneDx Holdings Corp. will post 0.97 earnings per share for the current fiscal year.

GeneDx Company Profile

GeneDx is a clinical diagnostics company specializing in comprehensive genetic and genomic testing for rare and inherited disorders. The company offers a broad portfolio of assays, including targeted gene panels, whole exome sequencing, whole genome sequencing and chromosomal microarray analysis. GeneDx’s laboratory services support the diagnosis of a wide range of conditions—from rare pediatric diseases and hereditary cancer syndromes to neuromuscular and metabolic disorders—by providing clinicians with detailed variant interpretation and reporting.

Founded in 2000 and based in Gaithersburg, Maryland, GeneDx was established with the aim of accelerating the translation of genomic discoveries into clinical care.