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

Vestmark Advisory Solutions Inc. acquired a new position in shares of GeneDx Holdings Corp. (NASDAQ:WGS) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 17,327 shares of the company’s stock, valued at approximately $1,867,000. Vestmark Advisory Solutions Inc. owned approximately 0.06% of GeneDx at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Telemark Asset Management LLC acquired a new stake in GeneDx during the 3rd quarter valued at $12,929,000. Kovack Advisors Inc. raised its holdings in shares of GeneDx by 14.3% in the third quarter. Kovack Advisors Inc. now owns 2,868 shares of the company’s stock valued at $309,000 after buying an additional 358 shares during the last quarter. MRA Advisory Group lifted its position in GeneDx by 130.0% during the 3rd quarter. MRA Advisory Group now owns 7,426 shares of the company’s stock worth $800,000 after buying an additional 4,197 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in GeneDx by 37.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 27,794 shares of the company’s stock worth $2,995,000 after acquiring an additional 7,592 shares during the last quarter. Finally, Ground Swell Capital LLC acquired a new stake in GeneDx in the 3rd quarter valued at about $286,000. 61.72% of the stock is currently owned by institutional investors.

Key Headlines Impacting GeneDx

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

GeneDx Price Performance

WGS opened at $80.70 on Wednesday. The company has a fifty day moving average price of $109.90 and a two-hundred day moving average price of $124.48. The firm has a market capitalization of $2.33 billion, a PE ratio of -107.60 and a beta of 2.00. GeneDx Holdings Corp. has a 52 week low of $55.17 and a 52 week high of $170.87. The company has a debt-to-equity ratio of 0.18, a quick ratio of 2.59 and a current ratio of 2.71.

GeneDx (NASDAQ:WGS) last posted its quarterly earnings results on Monday, February 23rd. The company reported $0.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.11 by $0.03. The business had revenue of $120.99 million for the quarter, compared to analyst estimates of $120.80 million. GeneDx had a positive return on equity of 15.17% and a negative net margin of 4.92%. As a group, analysts anticipate that GeneDx Holdings Corp. will post 0.97 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on WGS. BTIG Research reduced their target price on shares of GeneDx from $200.00 to $170.00 and set a “buy” rating on the stock in a research report on Tuesday. Wall Street Zen cut shares of GeneDx from a “buy” rating to a “hold” rating in a research report on Sunday, February 8th. Canaccord Genuity Group increased their price objective on GeneDx from $160.00 to $170.00 and gave the company a “buy” rating in a research report on Monday, December 22nd. Piper Sandler reissued an “overweight” rating and issued a $130.00 target price (down from $160.00) on shares of GeneDx in a research note on Tuesday. Finally, Jefferies Financial Group set a $150.00 target price on GeneDx in a research report on Monday. Seven analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $150.71.

Insider Activity

In other GeneDx news, CFO Kevin Feeley sold 317 shares of the company’s stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $93.99, for a total value of $29,794.83. Following the completion of the sale, the chief financial officer owned 9,168 shares of the company’s stock, valued at approximately $861,700.32. This represents a 3.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Katherine Stueland sold 1,653 shares of the stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $94.00, for a total transaction of $155,382.00. Following the completion of the sale, the chief executive officer owned 16,458 shares in the company, valued at approximately $1,547,052. This trade represents a 9.13% 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 ninety days. 29.60% of the stock is owned by insiders.

About GeneDx

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.