WEX Inc. $WEX Shares Sold by Penserra Capital Management LLC

Penserra Capital Management LLC cut its holdings in shares of WEX Inc. (NYSE:WEX) by 13.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 44,865 shares of the business services provider’s stock after selling 6,685 shares during the quarter. Penserra Capital Management LLC owned 0.13% of WEX worth $7,066,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the business. Jones Financial Companies Lllp lifted its position in WEX by 56.7% during the third quarter. Jones Financial Companies Lllp now owns 329 shares of the business services provider’s stock valued at $53,000 after purchasing an additional 119 shares during the period. State of Wyoming grew its position in WEX by 2,353.1% during the 3rd quarter. State of Wyoming now owns 3,925 shares of the business services provider’s stock worth $618,000 after purchasing an additional 3,765 shares during the period. AlphaQuest LLC raised its stake in shares of WEX by 62.2% during the 3rd quarter. AlphaQuest LLC now owns 1,818 shares of the business services provider’s stock valued at $286,000 after buying an additional 697 shares during the last quarter. Arizona State Retirement System lifted its holdings in shares of WEX by 1.4% in the 3rd quarter. Arizona State Retirement System now owns 9,626 shares of the business services provider’s stock valued at $1,516,000 after buying an additional 132 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC boosted its stake in shares of WEX by 35,400.0% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 710 shares of the business services provider’s stock worth $112,000 after buying an additional 708 shares during the last quarter. 97.47% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, COO Robert Joseph Deshaies sold 1,506 shares of the company’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $149.62, for a total transaction of $225,327.72. Following the completion of the sale, the chief operating officer owned 15,699 shares of the company’s stock, valued at approximately $2,348,884.38. This represents a 8.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Jennifer Kimball sold 494 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $151.40, for a total transaction of $74,791.60. Following the completion of the sale, the chief accounting officer owned 3,671 shares of the company’s stock, valued at approximately $555,789.40. The trade was a 11.86% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.40% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. UBS Group decreased their price target on WEX from $185.00 to $172.00 and set a “neutral” rating for the company in a report on Friday, October 31st. Wall Street Zen upgraded shares of WEX from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. JPMorgan Chase & Co. dropped 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. Bank of America raised shares of WEX from a “neutral” rating to a “buy” rating and set a $178.00 price objective for the company in a report on Wednesday, October 22nd. Finally, Morgan Stanley initiated coverage on shares of WEX in a research note on Monday. They set an “equal weight” rating and a $144.00 target price on the stock. Four investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $168.08.

WEX Trading Down 0.5%

Shares of WEX stock opened at $148.09 on Friday. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 3.33. WEX Inc. has a twelve month low of $110.45 and a twelve month high of $180.71. The firm has a market capitalization of $5.08 billion, a PE ratio of 17.42, a P/E/G ratio of 1.11 and a beta of 0.98. The firm’s 50-day moving average price is $153.44 and its 200 day moving average price is $158.16.

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

WEX News Summary

Here are the key news stories impacting WEX this week:

• Positive Sentiment: Q4 revenue beat and raised FY guidance — WEX reported Q4 revenue of $672.9M (+5.7% YoY), topping estimates, and provided FY‑2026 EPS guidance of $17.25–$17.85, above prior consensus, which supports upside for earnings expectations. WEX Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Corporate payments momentum — management called out growth in virtual card and accounts‑payable solutions offsetting weak mobility, indicating higher‑margin corporate products are carrying the recovery. This diversification could support revenue quality going forward. WEX Sees Virtual Card and Accounts Payable Solutions Offset Flat Mobility
• Positive Sentiment: Market reaction to beats on key metrics — multiple outlets note revenue and EPS beats for the quarter, reinforcing that core business performance outpaced expectations. WEX’s (NYSE:WEX) Q4 CY2025: Beats On Revenue
• Neutral Sentiment: Analyst views mixed — some firms reiterate neutral/hold stances citing solid cash generation but limited catalysts, while others (including recent initiations) provide fresh coverage; consensus targets remain above current price but vary widely. Balanced Risk/Reward at WEX: Solid Cash Generation but Limited Catalysts Justify Hold Rating
• Negative Sentiment: Operating cash flow weakness and balance‑sheet concerns — third‑party reports flag a sharp decline in operating cash flow year‑over‑year despite higher net income and a notable increase in total liabilities; this raises short‑term funding and leverage concerns. Wex Inc (WEX) Releases Q4 2025 Earnings: Revenue Beats, EPS Miss, Operating Cash Flow Plunges
• Negative Sentiment: Mobility segment uneven — mobility/travel payments showed mixed results; management says mobility is flat, so continued weakness there could limit overall growth if corporate adoption slows. WEX Sees Virtual Card and Accounts Payable Solutions Offset Flat Mobility

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.