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WEX · WEX Inc.

Track WEX — free
Market Cap
$6.61B
Shares
34.08M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$193.91 Open$192.09 Day$190.92–196.09 52W close$126.86–203.25 Avg vol 30d640K Short int2.7M · 7.9% float · 4.4d Short vol52% Last earningsJul 23, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 23

Up next

Next earnings call
Oct 26, 2026 Est · unconfirmed · in 7 wks
filed Jul 23, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$2.79B
Trailing 12 months
Net income (TTM)
$350.70M
Trailing 12 months
Revenue growth YoY
+14.2%
Year over year
Operating margin
25.5%
Trailing 12 months
P / E (TTM)
19.4
Trailing earnings · reciprocal yield 5.2%
FCF yield
1.3%
TTM · current market cap
Return on invested capital
85.6%
Trailing 12 months
Net cash
$744.40M
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
+1.5%
Year over year · more shares
Price change (1Y)
+11.9%
Trailing year
Short interest
7.9%
Latest settlement · 4.4 days to cover
View all 114 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bearish Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 14.5 · calm Equity put/call 0.58
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +23%
above
Price vs 50-day avg +10%
above
RSI (14) 56
neutral
MACD trend Negative
52-week position 88%
near high
Momentum
relative strength
Very Strong
1-month return +5%
trailing
6-month return +24%
trailing
YTD return +30%
this year
Relative strength +9%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $177 › 200d $158 — 50d above 200d
Institutional flow Distributing
-5% holders QoQ · +66 funds added
Insider flow Distributing
Net -$1.2M over 90 days · 100% sells
Short interest Rising
7.88% of float · ▲ +3.6% MoM · 4.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
416 holders — mid 3-yr range
Squeeze score 74
high risk · 0–100
Fundamentals
Strong
Revenue growth +1%
Y/Y
EPS growth +13%
Y/Y
Free cash flow $313.7M
Valuation P/E 19.4
below peers
Buyback $1.0B
authorized
Balance sheet $2.7B
net debt
Quant / Vol
risk profile
Moderate
Volatility 40%
annualized · 1-yr
Max drawdown −31%
past year
ATR 3.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 2 of last 2
Prior guidance period ended · from the Earnings Call filed Oct 28, 2021
Revenue · fourth quarter $468M – $483M
Adjusted net income · fourth quarter $102M – $111M
Adjusted net income per diluted share · fourth quarter $2.25 – $2.45
Revenue · full year $1.82B – $1.84B
Adjusted net income · full year $400M – $409M
Adjusted net income per diluted share · full year $8.81 – $9.01
Guided vs delivered · last 2 settled
Revenue fourth quarter
guided $468M – $483M
$497.5M Beat +4.6%
Revenue full year
guided $1.82B – $1.84B
$1.85B Beat +1.1%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+23% Bullish
Price vs 50-day avg
+10% Bullish
RSI (14)
56 Neutral
MACD trend
Negative Bearish
52-week position
88% Bullish
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) No cross
50d $177 › 200d $158 — 50d above 200d
Institutional flow Distributing
-5% holders QoQ · +66 funds added
Insider flow Distributing
Net -$1.2M over 90 days · 100% sells
Short interest Rising
7.88% of float · ▲ +3.6% MoM · 4.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
416 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $127 Now $194 · 88% Range high $203
vs 200-day avg +23% vs 50-day avg +10%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$6.61B +30.2% +1.2% 19.4 7.9%
MSFT
Microsoft Corp
$3.71T +3.3% +6.9% 27.8 0.9%
ORCL
Oracle Corp
$457.36B -18.5% +17.3% 27.2 1.7%
PLTR
Palantir Technologies Inc.
$418.93B -1.9% +56.2% 149.0 2.8%
PANW
Palo Alto Networks Inc
$271.61B +80.9% +29.0% 273.2 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 Accumulating
Holders
416
% held
117.7%
Net QoQ
+965.8K sh
Top holder
Jupiter Topco LLC
Held Float
View
Held by Funds
Fund positions
433
View
Short & Settlement
Short Interest Rising
Shares short
2.7M
Days to cover
4.4d
Change
+94.0K sh
View
Short Volume
Short vol %
52%
As of
Sep 4, 2026
Short Total
View
Fails to Deliver
FTD shares
600
Value
$119.4K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
47.7%
Week of
Jul 27, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$1.2M
Buyers / Sellers
0 / 4
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
View
Filings
SEC Filings
Latest
Investor Event Transcript
Filed
Aug 27, 2026
This year
10
View
Proposed Sales
Value
$532.4K
Shares
3.5K
Filed
Apr 1, 2026
View
Earnings & Events
Earnings Calls
Last call
Aug 27, 2026
View
Investor Relations
Latest news
WEX Global Survey Finds that 74%…
Published
Aug 27, 2026
View

Performance

5D 20D 120D MTD YTD
WEX -1.7% +4.7% +23.7% +1.8% +30.2%
SPY +0.1% -0.4% +15.1% +0.4% +12.9%
vs SPY -1.8% +5.1% +8.6% +1.3% +17.2%

Capital returns

Buyback program · as of May 14, 2026
Authorized
$1.00B
Spent (derived)
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) 270 filings 263 filers Visit website Investor relations