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WEX

WEX Inc.
$149.67 +3.19 (+2.18%) At close · Jul 6
Market Cap
$5.19B
Shares
34,668,143

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$149.67 Open$145.65 Day$143.89–149.98 52W$125.29–186.86 Avg vol 30d540K Short int2.5M · 7.1% float · 4.4d Short vol45% Last earningsApr 22, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 23
Equibles Rating blended score · not investment advice
Overall
Buy
Technical · trend & momentum Buy
50 / 200-day cross no cross
Price vs 200-day avg −2% below
+ Price vs 50-day avg +5% above
RSI (14) 63 · neutral
+ MACD trend positive
52-week position 40% · mid-range
Sentiment · smart money Bearish
Trend (MA cross) 50d $143 › 200d $152 — 200d above 50d
Institutional flow 7 of 431 funds reported for Jun 30 · net -170 sh shares
Insider flow Net -$571.9K over 90 days · 67% sells
Short interest 7.11% of float · ▲ +11.2% MoM · 4.4 days cover
Volume signal Volume near normal
+ Institution breadth 431 holders — near 3-yr high, broad support
Fundamentals Strong
Revenue growth +1% Y/Y
+ EPS growth +13% Y/Y
+ Free cash flow $313.7M
+ Valuation P/E 16.9 · below peers
+ Buyback $69.4M remaining
Balance sheet net debt $3.3B

Blended from price, positioning & fundamentals · daily-close · not investment advice.

Up next
Next earnings call
Jul 22, 2026 Est · unconfirmed · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 23, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 2
      50 / 200-day cross
      no cross Neutral
      Price vs 200-day avg
      −2% below Neutral
      Price vs 50-day avg
      +5% above Bullish
      RSI (14)
      63 · neutral Neutral
      MACD trend
      positive Bullish
      52-week position
      40% · mid-range Neutral
      Market signals — smart money & positioning
      Bearish · 3 of 6
      Trend (MA cross) No cross
      50d $143 › 200d $152 — 200d above 50d
      Institutional flow Distributing
      7 of 431 funds reported for Jun 30 · net -170 sh shares
      Insider flow Distributing
      Net -$571.9K over 90 days · 67% sells
      Short interest Rising
      7.11% of float · ▲ +11.2% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      431 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $125 Now $150 · 40% 52-wk high $187
      vs 200-day avg -2% vs 50-day avg +5%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted operating income margin non-GAAP 36.2% first quarter of 2026
      Segment adjusted operating income margin (Benefits) non-GAAP 46.4% first quarter of 2026
      Segment adjusted operating income margin (Mobility) non-GAAP 36.1% first quarter of 2026
      Total volume across all segments 58.1B first quarter of 2026
      adjusted net income per diluted share non-GAAP $4.15 Q1 2026 call
      Benefits revenue growth 8.5% Q1 2026 call
      Corporate Payments revenue growth 9.3% Q1 2026 call
      HSA accounts on platform 9.4M Q1 2026 call
      Mobility revenue growth 3.2% Q1 2026 call
      payment processing transactions change -3% Q1 2026 call

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Software - Infrastructure — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      WEX
      WEX Inc.
      this stock
      $5.19B +0.5% +1.2% 16.9 7.1%
      MSFT
      Microsoft Corp
      $2.89T -19.4% +6.9% 23.2 1.3%
      ORCL
      Oracle Corp
      $407.87B -27.2% +17.3% 24.3 1.3%
      PLTR
      Palantir Technologies Inc.
      $322.13B -24.4% +16.7% 151.0 3.2%
      PANW
      Palo Alto Networks Inc
      $274.69B +83.0% +29.0% 276.3 2.8%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      430
      % held
      108.6%
      Reported
      7 of 431
      Top holder
      JANUS HENDERSON GROUP PLC
      Held Float
      View
      Held by Funds
      Fund positions
      393
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      2.5M
      Days to cover
      4.4d
      Change
      +247.4K sh
      View
      Short Volume
      Short vol %
      45%
      As of
      Jul 7, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      694
      Value
      $95.3K
      As of
      Jun 11, 2026
      View
      Off-Exchange
      Off-exchange %
      49.0%
      Week of
      Jun 15, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$571.9K
      Buyers / Sellers
      1 / 2
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Kelly Louise Morrison
      Amount
      $1.0K–$15.0K
      Traded
      Jun 4, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $2.7B
      Net income (FY)
      $304.1M
      EPS diluted
      $8.47
      View
      Buybacks
      Authorized
      $1.0B
      Remaining
      $69.4M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 14, 2026
      This year
      7
      View
      Proposed Sales
      Value
      $532.4K
      Shares
      3.5K
      Filed
      Apr 1, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 22, 2026
      View
      Investor Relations
      Latest news
      WEX Announces First-Ever Global P…
      Published
      Jun 25, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      WEX +8.5% +1.9% -7.5% +6.1% +0.5%
      SPY +3.1% -0.8% +8.2% +0.6% +10.2%
      vs SPY +5.4% +2.7% -15.8% +5.5% -9.7%

      Capital returns

      Buyback program · as of Jun 30, 2022
      Authorized
      $1.00B
      Spent (derived)
      $930.60M
      Remaining
      $69.40M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1309108 CUSIP 96208T104 13F (30d) 8 filings 7 filers Visit website Investor relations