CenterBook Partners LP Takes $3.16 Million Position in WEX Inc. $WEX
CenterBook Partners LP has initiated a new $3.16 million position in WEX Inc. (NYSE:WEX) during the third quarter, acquiring 20,082 shares. Despite this new institutional investment, WEX currently holds an average "Hold" rating from analysts with a target price of $162.27, and company insiders have been net sellers, disposing of shares worth over $723,000 in the last three months. WEX reported strong Q3 earnings, exceeding analyst expectations for both EPS and revenue, and provided optimistic guidance for FY 2026.
Insider Sell: Carlos Carriedo Sells 1,575 Shares of WEX Inc (WEX)
Carlos Carriedo, Chief Operating Officer of American Payments & Mobility at WEX Inc, sold 1,575 shares of the company on February 18, 2026. Following this transaction, Carriedo now holds 3,695 shares. The sale occurred when WEX Inc's shares were trading at $159.9, and the company is deemed "modestly undervalued" with a price-to-GF-Value ratio of 0.71.
Insider Selling: WEX (NYSE:WEX) COO Sells 1,575 Shares of Stock
WEX (NYSE:WEX) COO Carlos Carriedo sold 1,575 shares of the company's stock for $251,842.50, reducing his stake by nearly 30%. This insider selling follows WEX reporting better-than-expected quarterly earnings and issuing positive FY2026 guidance. Analysts currently maintain a "Hold" rating on the stock with an average price target of $162.27.
Insider Sale: COO of $WEX Sells 1,575 Shares
Carlos Carriedo, the COO of WEX, sold 1,575 shares of the company for an estimated $251,847, representing 29.9% of his holdings in that class of stock. This transaction is part of a broader pattern of insider selling at WEX, with 4 sales and 1 purchase in the last 6 months. The article also provides details on hedge fund activity, Q4 2025 revenue, analyst ratings, and price targets for WEX stock.
WEX (WEX) Faces Activist Proxy Fight: Is Capital Allocation Undermining Its Competitive Narrative?
Activist investor Impactive Capital has initiated a proxy contest against WEX Inc., nominating four directors and critiquing the company's operating margins, corporate governance, and performance compared to its peer Corpay. This move scrutinizes WEX's capital allocation, including a recent US$1.88 billion share repurchase program, despite the company reporting higher quarterly earnings. The proxy fight adds a new layer of complexity to WEX's investment narrative, alongside existing product and market catalysts, potentially influencing management's focus and the company's long-term strategic direction.
WEX to Present at the Raymond James 47th Annual Institutional Investors Conference
WEX Inc. announced that its CEO and President, Melissa Smith, will present at the Raymond James 47th Annual Institutional Investors Conference on March 3, 2026, at approximately 2:50 PM ET. A live webcast of the presentation will be available on WEX's Investor Relations website, with a replay accessible for at least 30 days following the event. WEX is a global commerce platform providing embedded, personalized solutions worldwide.
WEX to Present at the Raymond James 47th Annual Institutional Investors Conference
WEX Inc. (NYSE: WEX) announced that its CEO, Melissa Smith, will present at the Raymond James 47th Annual Institutional Investors Conference on Tuesday, March 3, 2026, at approximately 2:50 PM ET. A live webcast of the presentation will be available on the Investor Relations section of the company's website, with a replay accessible for at least 30 days. WEX, a global commerce platform, simplifies business operations for its customers worldwide by providing embedded, personalized solutions in benefits, mobility, and payments.
WEX Inc. (NYSE:WEX) Receives Average Recommendation of "Hold" from Analysts
WEX Inc. (NYSE:WEX) has received an average "Hold" recommendation from fifteen analyst firms, with three issuing "Buy" ratings and twelve "Hold" ratings. The average one-year target price for WEX is $162.27. The company recently reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and provided optimistic guidance for FY2026 and Q1 2026.
Discipline and Rules-Based Execution in WEX Response
This article analyzes Wex Inc. (NYSE: WEX) using AI models, highlighting weak near-term sentiment that could lead to bearish positioning. It identifies a strong risk-reward short setup and provides entry, target, and stop-loss levels for various trading strategies, including position, momentum, and risk hedging. The analysis also includes multi-timeframe signal analysis with support and resistance levels.
Deshaies, Wex Inc. COO, benefits, sells $171k in WEX stock By Investing.com
Robert Joseph Deshaies, COO, Benefits, at WEX Inc., sold 1,032 shares of WEX common stock for $171,312 and simultaneously exercised options to acquire 1,032 shares for $79,670. Following these transactions, Deshaies directly holds 15,699 shares. This news follows WEX Inc.'s fourth-quarter 2025 earnings report, which exceeded Wall Street expectations despite a premarket stock decline attributed to broader market concerns.
WEX (NYSE:WEX) COO Robert Joseph Deshaies Sells 1,032 Shares
WEX COO Robert Joseph Deshaies sold 1,032 shares of WEX stock on February 11th for a total value of $171,312, reducing his position by 6.17%. This sale comes after the company reported better-than-expected quarterly earnings and issued positive FY2026 guidance. WEX is currently trading around $157.59 and has a "Hold" consensus rating from analysts with a target price of $162.27.
WEX Inc. SEC 10-K Report
WEX Inc. released its 2025 10-K report, detailing its financial and operational performance, including total revenues of $2,660.8 million and diluted EPS of $8.47. The report highlights strategic initiatives such as debt financing and acquisitions, alongside challenges including fuel price volatility, credit risks, regulatory compliance, and the need to adapt to technological advancements like EVs and AI. WEX aims to leverage technology, expand into new workflows, and innovate to drive customer value while managing market, operational, and regulatory risks.
WEX Inc.: Undervalued, But Losing Strategic Ground
WEX Inc. is rated a Hold, showing value appeal due to depressed multiples and aggressive buybacks, but faces concerns over its strategic positioning against competitor Corpay. Recent growth has been sluggish, largely due to weakness in its Mobility segment and client losses, despite some improvement in Q4. While the company is undertaking significant share buybacks, its competitor Corpay is focusing on expanding its Corporate Payments business, highlighting a strategic divergence for WEX, where Mobility still constitutes half of its revenue.
WEX Inc stock tests investor conviction as fintech market waits for the next catalyst
WEX Inc. stock has recently experienced a modest decline, consolidating after a strong multi-month run, as investors evaluate conservative guidance from its latest earnings report. Despite short-term underperformance compared to broader indices, the company's long-term trend remains positive, with shareholders who invested a year ago seeing double-digit returns. Wall Street maintains a largely constructive outlook with caution, emphasizing execution in challenging market conditions and setting the stage for future data points and guidance to dictate the stock's direction.
The 5 Most Interesting Analyst Questions From WEX's Q4 Earnings Call
WEX reported Q4 performance in line with expectations, driven by product innovation and cost control, with varying segment dynamics. Management addressed key analyst questions regarding Corporate Payments yields, Mobility growth, political influences on Benefits, decelerating direct accounts payable growth, and the impact of AI on travel booking. Future catalysts include new product adoption, freight volume recovery, and margin performance driven by technology scaling.
Wright Express Corp. Changes Name to WEX Inc.
Wright Express Corp. has officially changed its name to WEX Inc., reflecting its evolution into an international provider of corporate card payment solutions. The company, which began as a fleet card provider in 1983, has grown significantly, achieving approximately $553 million in revenues in 2011 and serving over 350,000 customers globally. WEX Inc. will continue to trade on the New York Stock Exchange under the ticker symbol WXS.
Mizuho Securities Maintains WEX Inc(WEX.US) With Buy Rating, Maintains Target Price $170
Mizuho Securities, through analyst Dan Dolev, has maintained a "Buy" rating for WEX Inc (WEX.US) and kept its target price at $170. According to TipRanks, Dolev has a 45.2% success rate and a 3.1% average return over the past year. This report highlights the analyst's continued positive outlook on the company.
Impactive Capital Nominates Four Candidates to WEX Board
Impactive Capital, a major shareholder of WEX Inc. with a 5.0% ownership stake, has nominated four candidates—Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe—for election to WEX's Board of Directors. Impactive Capital states that board-level change is necessary to address WEX's alarming stock underperformance, a culture of entrenchment, and a widening valuation gap compared to its closest peer, Corpay. The nominees are presented as bringing an owner's perspective and relevant industry experience to enhance strategic oversight, capital allocation, and operational performance at WEX.
Impactive Capital Nominates Candidates to WEX Board
Impactive Capital, LP has nominated four candidates—Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe—for election to the WEX Inc. Board of Directors at the 2026 annual meeting. The activist investor believes that board-level change is necessary to address WEX's share price underperformance, a culture of entrenchment, and a widening valuation gap compared to its peer Corpay. Impactive Capital highlighted WEX's significantly lower operating margins and organic growth, despite marketing spend, and stated that its nominees would bring independent, shareholder-aligned perspectives to help unlock value.
Impactive Capital targets WEX (NYSE: WEX) board with four director nominees
Impactive Capital, holding a 5.0% stake in WEX Inc., has launched a proxy fight to nominate four directors to WEX's board at the 2026 annual meeting. The activist investor argues that WEX's share price and operating performance have significantly underperformed peer Corpay and the S&P MidCap 400 for years, highlighting a substantial operating margin gap and past shareholder dissatisfaction with incumbent directors. Impactive's nominees offer strong industry, governance, and capital allocation experience, and have personally invested in WEX shares, aiming to improve strategic oversight and shareholder value.
WEX (NYSE:WEX) Price Target Raised to $166.00 at Cantor Fitzgerald
Cantor Fitzgerald raised its price target for WEX (NYSE:WEX) to $166.00 from $158.00, maintaining a "neutral" rating, which suggests a small upside of 1.62%. This follows WEX's strong Q4 earnings, where it surpassed analyst expectations for both EPS ($4.11 vs. $3.90) and revenue ($672.9M vs. $660.9M), and issued optimistic FY2026 guidance. The stock has seen mixed activity from insiders and significant institutional ownership, with 97.47% held by institutional investors.
Form DFAN14A WEX Inc. Filed by: Impactive Capital LP
Impactive Capital LP has filed a DFAN14A form with the SEC to nominate four candidates to the WEX Inc. Board of Directors. Citing significant share price underperformance, a culture of entrenchment, and a widening valuation gap compared to its peers, Impactive Capital, a major shareholder with approximately 5.0% ownership, argues that board-level change is necessary to strengthen strategic oversight, enhance capital allocation, and improve operational performance. The nominees—Kurt Adams, Ellen Alemany, Ken Cornick, and Lauren Taylor Wolfe—bring diverse industry expertise and have personally invested more in WEX shares than the entire incumbent board over the past nine years.
Analysts Are Updating Their WEX Inc. (NYSE:WEX) Estimates After Its Yearly Results
WEX Inc. reported its yearly results, with revenues in line with analyst forecasts at US$2.7 billion and statutory EPS beating expectations by 2.9% at US$8.47. Despite these results, analysts have not significantly changed their 2026 revenue and EPS predictions, suggesting the company met expectations without prompting a major shift in outlook. The consensus price target remains US$170, with revenue growth expected to slow compared to historical performance and industry averages.
UBS Maintains WEX Inc(WEX.US) With Hold Rating, Cuts Target Price to $165
UBS has reconfirmed its "Hold" rating for WEX Inc (WEX.US), while simultaneously lowering the target price from $172 to $165. The analyst, Nik Cremo, has a past success rate of 31.6% and an average return of -11.6% according to TipRanks data. This information is provided for informational purposes and is not an investment recommendation.
WEX Inc. (NYSE:WEX) Q4 2025 Earnings Call Transcript
WEX Inc. reported strong Q4 2025 earnings with revenue up 5.7% year-over-year and adjusted net income per diluted share increasing 15.1%. The company highlighted an inflection point in performance due to investments in product velocity, go-to-market execution, and cost discipline, expecting sustained growth and margin expansion. WEX provided 2026 guidance, projecting full-year revenue between $2.70 billion and $2.76 billion, and adjusted EPS between $17.25 and $17.85, indicating accelerated growth despite macro uncertainties.
WEX (NYSE:WEX) Downgraded by Wall Street Zen to Hold
Wall Street Zen has downgraded WEX (NYSE:WEX) from a "buy" to a "hold" rating. This decision contributes to a split among analysts, with three issuing "Buy" ratings and twelve assigning "Hold" ratings, resulting in a consensus "Hold" rating and an average target price of $161.55. The company recently reported strong quarterly earnings, beating analyst estimates and increasing revenue by 5.7% year-over-year.
How Investors May Respond To WEX (WEX) Q4 Beat Paired With Cautious 2026 Revenue Guidance
WEX Inc. has reported strong fourth-quarter 2025 results, with revenue reaching US$672.9 million and net income at US$84.3 million, largely due to its Benefits and Corporate Payments segments. However, the company issued a cautious revenue guidance for 2026, set between US$2.70 billion and US$2.76 billion, primarily due to anticipated lower U.S. retail fuel prices impacting its Mobility segment. This mixed outlook presents investors with a premium-priced payment business showing modest revenue growth and fuel price sensitivity, despite new initiatives aimed at broadening its exposure beyond fuel.
Why WEX (WEX) Stock Is Trading Up Today
Shares of payment solutions provider WEX (WEX) rose over 7% after the company announced strong fourth-quarter results and a positive outlook for 2026. The company exceeded earnings and revenue expectations, driven by favorable fuel pricing, growth in its Benefits segment, and a quick recovery in Corporate Payments. This positive performance has led to an optimistic forecast for the upcoming year, with projected revenues between $2.70 billion and $2.76 billion.
WEX Q4 Deep Dive: Platform Modernization, Segment Expansion, and Cautious Full-Year Outlook
WEX (NYSE:WEX) exceeded Q4 CY2025 revenue and non-GAAP profit expectations, driven by product innovation, customer expansion, and cost control, particularly in its Corporate Payments and Benefits segments. However, its full-year 2026 revenue guidance was slightly below analyst estimates due to a cautious macroeconomic outlook, especially headwinds in the Mobility segment from lower interest rates and subdued freight demand. The company is focusing on operational efficiency, AI-driven automation, and scaling new product innovations to drive future margin expansion despite external challenges.
WEX Stock Barely Moves Since Q4 Earnings and Revenue Beat
WEX Inc. reported better-than-expected Q4 2025 earnings and revenue, but the stock saw little movement due to weak Q1 2026 guidance. Both the earnings per share and revenue for Q1 2026 are projected to be below Zacks Consensus Estimates. The full-year 2026 guidance also shows a midpoint for revenues and adjusted net income per share that is lower than consensus estimates, leading to a Zacks Rank #4 (Sell) for WEX.
WEX expects 13% EPS growth in 2026 as operating leverage and innovation drive margin expansion
WEX anticipates a 13% earnings per share growth in 2026, driven by improved operating leverage and continuous innovation. The company expects these factors to lead to significant margin expansion. This forecast highlights WEX's strategic focus on efficiency and new developments for future profitability.
WEX Inc. Reports Q4 2025 Earnings Growth and Strategic Outlook
WEX Inc. reported strong Q4 2025 results with revenue of $672.9 million, a 5.7% year-over-year increase, and adjusted net income per diluted share up 15.1% to $4.11. The company highlighted significant innovation speed, including an 'AI-first' approach and the launch of 'Fleet Plus', alongside an optimistic Q1 2026 outlook and plans for $50 million in cost-saving initiatives. Analysts have varying price targets for WEX, with an average 1-year target of $171.17, reflecting confidence in its growth trajectory despite some downgrades due to potential fuel price impacts.
WEX Sees Virtual Card and Accounts Payable Solutions Offset Flat Mobility
WEX Inc. reported a shift in momentum for its latest quarter, with corporate payments, driven by virtual cards and travel-related payments, compensating for flat revenue in its mobility segment. Despite a cyclical downturn in over-the-road trucking affecting mobility, WEX saw strong growth in B2B solutions and accounts payable. The company expects faster growth in 2026, primarily led by its corporate payments segment, while continuing to invest in product development and pursuing cost savings.
Earnings call transcript: WEX beats Q4 2025 earnings forecast, stock dips
WEX Inc. reported strong Q4 2025 earnings, surpassing Wall Street expectations with an adjusted EPS of $4.11 and revenue of $672.9 million. Despite the positive financial results, the company's stock dipped 2.63% in premarket trading. WEX provided an optimistic outlook for 2026, projecting continued growth and margin expansion driven by operational leverage and strategic investments in product innovation and sales.
WEX Inc. (NYSE:WEX) Beats Q4 2025 Estimates but Offers Cautious 2026 Outlook
WEX Inc. (NYSE:WEX) exceeded analyst expectations for Q4 2025 revenue and adjusted EPS, driven by strong growth in its Benefits and Corporate Payments segments. Despite the strong quarterly performance, the company's 2026 full-year revenue and EPS guidance was slightly below current analyst estimates, largely due to anticipated lower U.S. retail fuel prices. This cautious outlook resulted in a modest positive reaction in after-hours trading.
WEX (NYSE:WEX) Releases FY 2026 Earnings Guidance
WEX (NYSE:WEX) has released its FY 2026 earnings guidance, projecting EPS between $17.250 and $17.850 and revenue between $2.7 billion and $2.8 billion. This guidance surpasses the consensus EPS estimate, leading to a 3.2% increase in the stock price. The company also announced strong Q1 2026 EPS guidance and recently beat quarterly earnings estimates.
WEX's (NYSE:WEX) Q4 CY2025: Beats On Revenue
WEX (NYSE:WEX) reported strong Q4 CY2025 results, beating Wall Street's revenue expectations with a 5.7% year-on-year increase to $672.9 million and exceeding EPS estimates. However, the company's full-year 2025 revenue guidance fell slightly below analysts' estimates. Despite this mixed outlook, WEX highlighted strategic actions taken to accelerate growth during the year.
Wex: Fourth Quarter Earnings Overview
WEX Inc. announced robust financial results for its fourth quarter, reporting a net profit of $84.3 million and adjusted earnings per share of $4.11, exceeding analyst expectations. The company, specializing in fuel payment solutions, generated $672.9 million in revenue. WEX also provided a positive outlook for the upcoming quarter and the full fiscal year, projecting continued growth in earnings and revenue.
WEX Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
WEX Inc. announced strong financial results for the fourth quarter and full year 2025, with Q4 revenue increasing by 5.7% to $672.9 million and full-year revenue reaching $2.66 billion. The company reported a significant increase in Q4 GAAP net income per diluted share to $2.41 and adjusted net income per diluted share to $4.11, attributing the success to strategic actions and efficient market navigation. WEX also provided financial guidance for the first quarter and full year 2026, projecting continued growth in revenue and adjusted net income per diluted share.
WEX Card Holders Offered Rebates at QuikTrip Pumps
WEX Fleet One Over-the-Road card holders will now receive fuel rebates at QuikTrip locations due to a new merchant agreement. Cardholders will get a 3-cent rebate for every gallon pumped at any of QuikTrip’s 29 high-speed diesel stations. This partnership aims to provide additional savings for fleets managing driver purchases through the WEX OTR fuel card.
Morgan Stanley Trims Price Target on WEX to $144 From $168, Keeps Equalweight Rating
Morgan Stanley has lowered its price target for WEX (WEX) from $168 to $144, while maintaining an Equalweight rating on the stock. The adjustment reflects the analyst's updated outlook for the global commerce platform provider. WEX Inc. provides business-to-business payment processing services across its Mobility, Benefits, and Corporate Payments segments.
WEX (NYSE:WEX) Now Covered by Morgan Stanley
Morgan Stanley has initiated coverage on WEX (NYSE:WEX) with an "equal weight" rating and a price target of $144, suggesting a potential downside. This assessment contrasts with some other analyst actions, including Bank of America's recent upgrade to "buy" and other firms trimming price targets. Insider transactions show both selling by a CAO and buying by a director, while institutional investors hold a significant portion of the company's stock.
WEX to Report Quarterly and Annual Earnings This Week
WEX Inc., a financial technology and payments provider, is scheduled to release its fourth-quarter and full-year 2025 financial results on Wednesday, February 4, after U.S. markets close. The report will provide insight into the company's performance, particularly regarding its expansion into commercial fleet payment solutions and adaptation to electric vehicles. WEX recently introduced a new fleet card that streamlines payments for both conventional fuel and public EV charging, consolidating payment processes onto a single card.
J.P. Morgan Maintains WEX Inc(WEX.US) With Hold Rating, Maintains Target Price $175
J.P. Morgan has maintained a Hold rating for WEX Inc (WEX.US) and kept its target price at $175. Analyst Tien Tsin Huang, with a 55.5% success rate and 4.5% average return over the past year, provided this rating. The information is based on TipRanks data, which analyzes financial analysts' recommendations for informational purposes.
WEX Inc (WEX) Stock Price Down 2.92% on Jan 30
WEX Inc (WEX) saw its stock price fall by 2.92% on January 30, reaching an intraday low of $150.64 before closing at $153.03. Wall Street analysts have an average target price of $177.35, suggesting an upside of 15.89%, while GuruFocus estimates a one-year GF Value of $247.95, indicating a 62.03% upside. The consensus brokerage recommendation for WEX is currently "Hold."
WEX Inc. $WEX Shares Sold by Federated Hermes Inc.
Federated Hermes Inc. reduced its stake in WEX Inc. (NYSE:WEX) by 2.4% in the third quarter, while other institutional investors like Goldman Sachs Group Inc. increased their holdings. WEX recently reported Q3 earnings that beat analyst estimates and is anticipating earnings growth for the current fiscal year. The article also details recent insider transactions and varied analyst sentiments, including a price target cut by JPMorgan Chase & Co. but also an upgrade to "buy" by Wall Street Zen.
WEX Gears Up to Report Q4 Earnings: What's in the Cards?
WEX is preparing to announce its fourth-quarter 2025 results on February 4th, with expectations of increased revenues across its Mobility, Corporate Payments, and Benefits segments, driven primarily by strong demand for integrated payments and SaaS solutions. The company has a positive earnings surprise history, though the current model does not conclusively predict an earnings beat despite a positive Earnings ESP. Analysts project a 3.7% year-over-year revenue increase to $659.9 million and earnings of $3.90 per share, marking a 9.2% year-over-year growth.
WEX Targets EV Fleets And Travel Payments With New Card Initiatives
WEX (NYSE:WEX) has launched a new fleet card compatible with both traditional fuel and EV charging, alongside a virtual card partnership with Nuvei for global travel merchants. These initiatives aim to strengthen WEX's position in the evolving payments landscape for mixed-energy fleets and global travel suppliers. The stock has shown mixed returns recently, with investors monitoring the adoption rate of these new offerings to gauge their impact on the company's long-term performance.
Wex (WEX) Reports Next Week: Wall Street Expects Earnings Growth
Wex (WEX) is projected to report a year-over-year increase in earnings and higher revenues for the quarter ended December 2025, with an expected EPS of $3.90 and revenues of $659.9 million. Despite a positive Earnings ESP, the stock's Zacks Rank of #4 makes a definitive prediction of an earnings beat difficult. Conversely, PayPal (PYPL), an industry peer, is also expected to show earnings growth, but with a negative Earnings ESP and Zacks Rank #4, an earnings beat is not confidently predicted.
Wex (WEX) Reports Next Week: Wall Street Expects Earnings Growth
Wex (WEX) is projected to report a year-over-year increase in earnings and higher revenues for the quarter ended December 2025, with an expected release date of February 4. The company's Earnings ESP suggests a slightly positive outlook, though its Zacks Rank makes a definitive prediction difficult. Investors will also be watching Paypal (PYPL), another industry player, which is also expected to report earnings growth.
