WEX (NYSE:WEX) Releases FY 2026 Earnings Guidance

by · The Cerbat Gem

WEX (NYSE:WEX – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. 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.

WEX Stock Down 1.2%

Shares of WEX traded down $1.85 during trading hours on Thursday, hitting $147.07. The company had a trading volume of 1,214,687 shares, compared to its average volume of 444,382. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 3.33. The company has a market capitalization of $5.04 billion, a PE ratio of 19.11, a price-to-earnings-growth ratio of 1.07 and a beta of 0.98. WEX has a one year low of $110.45 and a one year high of $180.71. The company’s fifty day moving average price is $153.46 and its two-hundred day moving average price is $158.23.

WEX (NYSE:WEX – Get Free Report) last posted its earnings results on Wednesday, February 4th. The business services provider reported $4.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.90 by $0.21. WEX had a return on equity of 45.10% and a net margin of 10.81%.The company had revenue of $672.90 million for the quarter, compared to analyst estimates of $660.89 million. During the same quarter in the previous year, the firm earned $3.57 earnings per share. The firm’s quarterly revenue was up 5.7% compared to the same quarter last year. WEX has set its FY 2026 guidance at 17.250-17.850 EPS and its Q1 2026 guidance at 3.80-4.000 EPS. As a group, equities analysts forecast that WEX will post 14.09 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently issued reports on WEX shares. Wall Street Zen upgraded WEX from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Bank of America upgraded WEX from a “neutral” rating to a “buy” rating and set a $178.00 price target on the stock in a research report on Wednesday, October 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of WEX in a research note on Wednesday, January 21st. JPMorgan Chase & Co. lowered their price target on shares of WEX from $195.00 to $175.00 and set a “neutral” rating on the stock in a research report on Friday, October 31st. Finally, Cantor Fitzgerald raised WEX to a “hold” rating in a research note on Tuesday, January 27th. Four investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, WEX has an average rating of “Hold” and an average target price of $168.08.

Check Out Our Latest Stock Report on WEX

Insiders Place Their Bets

In other news, COO Robert Joseph Deshaies sold 1,506 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $149.62, for a total value of $225,327.72. Following the completion of the transaction, the chief operating officer owned 15,699 shares of the company’s stock, valued at approximately $2,348,884.38. This trade represents a 8.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Stephen Montgomery Smith acquired 1,000 shares of the company’s stock in a transaction on Thursday, November 13th. The stock was purchased at an average cost of $144.25 per share, for a total transaction of $144,250.00. Following the completion of the transaction, the director owned 7,971 shares in the company, valued at approximately $1,149,816.75. The trade was a 14.35% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 1.40% of the company’s stock.

Key WEX News

Here are the key news stories impacting WEX this week:

  • Positive Sentiment: Q4 revenue and GAAP EPS topped expectations and management highlighted record revenue for the year — a sign of underlying demand and pricing strength. WEX Press Release
  • Positive Sentiment: Company issued Q1 2026 EPS guidance of $3.80–4.00 and raised FY2026 EPS guide to $17.25–17.85, both above consensus — the outlook should support forward earnings expectations. Earnings / Guidance Details
  • Neutral Sentiment: Some Wall Street attention: William Blair reiterated a Hold (balanced risk/reward) and Morgan Stanley initiated coverage — neither move added a clear bullish catalyst. William Blair Hold Morgan Stanley Initiates
  • Neutral Sentiment: Analyst price targets remain dispersed (median roughly $175) — shows upside in some models but no consensus conviction. Analyst Targets / Summary
  • Negative Sentiment: Operating cash flow fell sharply year-over-year (reported large decline), raising concerns about cash conversion and working capital. This likely weighed on the stock despite EPS/revenue beats. Cash Flow & Balance Sheet
  • Negative Sentiment: Balance-sheet items: total liabilities increased and there were recent insider sales reported — both can amplify near-term investor caution. Insider / Liabilities

Institutional Trading of WEX

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Caitong International Asset Management Co. Ltd boosted its holdings in shares of WEX by 368.1% in the third quarter. Caitong International Asset Management Co. Ltd now owns 220 shares of the business services provider’s stock valued at $35,000 after acquiring an additional 173 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in WEX by 4,837.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 395 shares of the business services provider’s stock valued at $58,000 after purchasing an additional 387 shares in the last quarter. Danske Bank A S acquired a new position in WEX during the 3rd quarter worth approximately $79,000. Northwestern Mutual Wealth Management Co. increased its position in WEX by 35.2% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 549 shares of the business services provider’s stock worth $86,000 after purchasing an additional 143 shares during the period. Finally, Osaic Holdings Inc. raised its stake in shares of WEX by 44.5% during the 2nd quarter. Osaic Holdings Inc. now owns 636 shares of the business services provider’s stock worth $94,000 after buying an additional 196 shares in the last quarter. Institutional investors and hedge funds own 97.47% of the company’s stock.

WEX Company Profile

(Get Free Report)

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.

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