FLYW Flywire Corp

BULLISH Impact: 6/10 8-K
Horizon weeks Filed May 15, 2026 Processed 25d 14h ago SEC 0001580560-26-000007
8-K context-dependent: Items 7.01, 8.01
Latest settled — T+5d
FLYW ▲ +0.37% at T+5d
LONG call ✓ call won +0.37% · α vs SPY -0.59% · entry $16.06 → $16.12
Next anchor: T+20d in 5d
Currently $14.13 · -12.02% from $16.06 entry
Entry anchored
May 14, 03:59 PM ET
via Databento tick
T+1d
-0.25%
call -0.25% · α -0.19%
$16.02
settled 23d ago
T+5d
+0.37%
call +0.37% · α -0.59%
$16.12
settled 19d ago
T+20d
call — · α —
in 5d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Flywire repurchased all 1,873,320 outstanding shares of its non-voting common stock from a pre-IPO shareholder for ~$29 million in a privately negotiated deal at a discount to market. The transaction closed on May 14, 2026, eliminates the non-voting share class entirely, and replaces the previously announced ASR program. Flywire continues to target up to $50M in total buybacks under its existing $300M authorization.

Actionable Insight

The elimination of non-voting stock removes a potential overhang and simplifies the equity structure, which is incrementally positive. The discounted repurchase price signals management's confidence in intrinsic value. Monitor for further opportunistic buybacks under the remaining authorization — the $300M program provides ample capacity.

Key Facts

  • Repurchased 1,873,320 shares of non-voting common stock for ~$29 million
  • Per-share price was at a discount to the May 13, 2026 closing market price
  • Transaction closed May 14, 2026; no non-voting common stock remains outstanding
  • Funded entirely with cash on hand under existing $300M buyback program
  • Replaces previously announced ASR program; company still targeting up to $50M total buybacks
  • Pre-IPO seller retained its voting common stock holdings

Financial Impact

~$29 million cash deployed to retire 1.87M non-voting shares at a discount to market; eliminates a separate share class and simplifies capital structure

share countdilutioncash

Risk Factors

  • Cash used for buyback reduces balance sheet flexibility for M&A or organic investment
  • Remaining $271M authorization could be deployed at higher prices, reducing accretion
  • No change to voting common share count — dilution from equity compensation remains a ~3% annual headwind

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
73% bullish (22 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001580560-26-000007
Document: flyw-ex99_1.htm0001580560-26-000007
Document: 0001580560-26-000007-index-headers.html0001580560-26-000007
Document: 0001580560-26-000007-index.html0001580560-26-000007
Document: 0001580560-26-000007.txt0001580560-26-000007
14 reports for FLYW
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +27.08%Feb 24, 2026
Filters
Rows
Reports for FLYW — sortable, filterable
Type Now
Jun 9, 2026
today
Insider Cluster
BEARISH ★ 5/10
awaiting T+1
Jun 9, 2026
today
Press Release
NEUTRAL ★ 4/10
$14.05 awaiting T+1awaiting T+1$14.13 (+0.56%)
Jun 4, 2026
5d ago
Insider Cluster
BEARISH ★ 5/10
$14.55 awaiting T+1awaiting T+1$14.13 (+2.89%)
Jun 4, 2026
5d ago
Insider Cluster
BEARISH ★ 5/10
$14.55 awaiting T+1awaiting T+1$14.13 (+2.89%)
Jun 4, 2026
5d ago
144
NEUTRAL ★ 2/10
$14.58 $14.40▼ −1.23%▲ +1.36%$14.13 (−3.09%)
Jun 2, 2026
7d ago
144
NEUTRAL ★ 2/10
$15.14 $14.61▼ −3.50%▼ −2.81%$14.13 (−6.67%)
May 20, 2026
20d ago
Press Release
NEUTRAL ★ 4/10
$15.91 $16.16▲ +1.57%▲ +1.38%$14.13 (−11.19%)
May 15, 2026
25d ago
8-K
BULLISH ★ 6/10
$16.06 $16.02▼ −0.25%▼ −0.19%$14.13 (−12.02%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.51 $17.73▲ +1.26%▲ +1.59%$14.13 (−19.30%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.51 $17.73▲ +1.26%▲ +1.59%$14.13 (−19.30%)
Showing 10 of 14

US Market Status

Market Closed — Opens Thu (10h 7m)

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