WEX (NYSE:WEX) Releases FY 2026 Earnings Guidance

WEX (NYSE:WEX) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 17.250-17.850 for the period, compared to the consensus estimate of 16.580. The company issued revenue guidance of $2.7 billion-$2.8 billion, compared to the consensus revenue estimate of $2.8 billion. WEX also updated its Q1 2026 guidance to 3.80-4.000 EPS.

Wall Street Analysts Forecast Growth

WEX has been the subject of several research reports. Wall Street Zen upgraded WEX from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Cantor Fitzgerald upgraded shares of WEX to a “hold” rating in a report on Tuesday, January 27th. Mizuho reduced their price target on WEX from $180.00 to $170.00 and set an “outperform” rating for the company in a research report on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of WEX in a report on Wednesday, January 21st. Finally, Morgan Stanley set a $146.00 target price on shares of WEX in a report on Friday. Four equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $166.42.

WEX Stock Performance

Shares of WEX traded up $10.59 during trading hours on Friday, reaching $159.13. 523,071 shares of the company traded hands, compared to its average volume of 460,255. WEX has a 1-year low of $110.45 and a 1-year high of $180.71. The stock has a market cap of $5.46 billion, a P/E ratio of 18.67, a price-to-earnings-growth ratio of 1.11 and a beta of 0.98. The stock’s fifty day moving average is $153.44 and its 200 day moving average is $158.16. The company has a debt-to-equity ratio of 3.33, a quick ratio of 1.05 and a current ratio of 1.05.

WEX (NYSE:WEX) last posted its quarterly earnings results on Wednesday, February 4th. The business services provider reported $4.11 EPS for the quarter, beating the consensus estimate of $3.90 by $0.21. WEX had a return on equity of 51.30% and a net margin of 11.43%.The firm had revenue of $672.90 million during the quarter, compared to analysts’ expectations of $660.89 million. During the same quarter in the prior year, the firm posted $3.57 EPS. The company’s revenue for the quarter was up 5.7% on a year-over-year basis. WEX has set its FY 2026 guidance at 17.250-17.850 EPS and its Q1 2026 guidance at 3.80-4.000 EPS. Equities research analysts anticipate that WEX will post 14.09 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other WEX news, CAO Jennifer Kimball sold 494 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $151.40, for a total value of $74,791.60. Following the sale, the chief accounting officer owned 3,671 shares of the company’s stock, valued at $555,789.40. The trade was a 11.86% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, COO Robert Joseph Deshaies sold 1,506 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $149.62, for a total transaction of $225,327.72. Following the transaction, the chief operating officer directly owned 15,699 shares of the company’s stock, valued at $2,348,884.38. The trade was a 8.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.40% of the company’s stock.

WEX News Summary

Here are the key news stories impacting WEX this week:

• Positive Sentiment: Q4 beats on revenue and EPS, showing underlying growth — WEX reported $672.9M in revenue (+5.7% YoY) and $4.11 EPS, topping consensus and signaling momentum into 2026. Read More.
• Positive Sentiment: 2026 guidance suggests stronger full-year profitability — management set FY2026 EPS of $17.25–$17.85 (above consensus) and Q1 EPS 3.80–4.00; Bank of America reiterated a Buy with a ~$180 target reflecting upside to the Street. Read More.
• Neutral Sentiment: Revenue mix is shifting: corporate payments (virtual cards, A/P solutions) is carrying growth while mobility remains uneven — this diversifies revenue but creates uneven near-term cadence. Read More.
• Neutral Sentiment: Analysts and valuation views remain mixed — some firms see upside and strong cash generation, others flag limited catalysts; valuation debates keep reactions subdued. Read More.
• Negative Sentiment: Operating cash flow declined sharply and leverage rose — third-party reporting flagged a large drop in operating cash flow and increased liabilities, raising short-term balance-sheet and cash-conversion concerns. Read More.
• Negative Sentiment: Market reaction was muted to mixed because guidance was viewed as conservative by some — that kept upside limited despite the beat, and some analysts reiterated Hold/Neutral views. Read More.

Institutional Trading of WEX

Institutional investors have recently bought and sold shares of the stock. CIBC Bancorp USA Inc. acquired a new stake in shares of WEX in the 3rd quarter valued at $466,000. Danske Bank A S acquired a new stake in WEX in the third quarter worth about $79,000. Caitong International Asset Management Co. Ltd raised its holdings in WEX by 368.1% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 220 shares of the business services provider’s stock worth $35,000 after purchasing an additional 173 shares during the last quarter. Advisory Services Network LLC acquired a new position in WEX during the 3rd quarter valued at about $151,000. Finally, Dark Forest Capital Management LP lifted its position in WEX by 43.0% during the 3rd quarter. Dark Forest Capital Management LP now owns 17,855 shares of the business services provider’s stock valued at $2,813,000 after purchasing an additional 5,367 shares during the period. Institutional investors and hedge funds own 97.47% of the company’s stock.

About WEX

WEX Inc is a global financial technology company specializing in business payment solutions for fleet, travel, and corporate payments. The company delivers software-driven platforms and card-based services that help businesses automate payment processes, manage expenses and improve operational efficiency across a range of industries, including transportation, healthcare and government.

Founded in 1983 as Wright Express in Portland, Maine, the company began by offering fuel card services to trucking fleets.