WEX (NYSE:WEX) Releases Q4 2026 Earnings Guidance

WEX (NYSE:WEX) updated its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 5.670-5.870 for the period, compared to the consensus estimate of 4.870. The company issued revenue guidance of $760.0 million-$780.0 million, compared to the consensus revenue estimate of $719.0 million. WEX also updated its FY 2026 guidance to 19.680-20.080 EPS.

WEX Stock Performance

WEX stock opened at $183.38 on Friday. WEX has a 1 year low of $125.29 and a 1 year high of $203.99. The company’s 50-day moving average is $186.36 and its two-hundred day moving average is $164.42. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 2.62. The company has a market cap of $6.25 billion, a PE ratio of 11.52, a PEG ratio of 0.97 and a beta of 0.84.

WEX (NYSE:WEX) last posted its quarterly earnings results on Wednesday, October 28th. The business services provider reported $6.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.68 by $0.45. WEX had a return on equity of 44.56% and a net margin of 14.05%. The business had revenue of $780.10 million for the quarter, compared to analyst estimates of $749.74 million. During the same period last year, the company earned $4.59 EPS. The firm’s revenue was up 12.8% on a year-over-year basis. Equities analysts anticipate that WEX will post 17.32 earnings per share for the current year.

Analyst Ratings Changes

WEX has been the subject of several research analyst reports. Cantor Fitzgerald set a $178.00 price target on shares of WEX in a report on Monday, July 27th. Piper Sandler assumed coverage on shares of WEX in a research report on Thursday, September 10th. They issued a “neutral” rating and a $209.00 price objective on the stock. Morgan Stanley boosted their price target on shares of WEX from $172.00 to $178.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of WEX in a research report on Thursday, September 24th. Finally, Evercore raised WEX to an “outperform” rating in a research report on Tuesday, July 21st. Five analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $187.00.

Insider Buying and Selling

In other news, COO Joel Alan Dearborn, Jr. sold 3,343 shares of the stock in a transaction on Monday, September 14th. The stock was sold at an average price of $200.00, for a total transaction of $668,600.00. Following the sale, the chief operating officer directly owned 17,021 shares of the company’s stock, valued at approximately $3,404,200. This represents a 16.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Deshaies sold 2,000 shares of the firm’s stock in a transaction on Monday, October 5th. The stock was sold at an average price of $173.56, for a total value of $347,120.00. Following the completion of the transaction, the chief operating officer owned 17,288 shares in the company, valued at $3,000,505.28. The trade was a 10.37% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 34,527 shares of company stock worth $6,558,910. 1.40% of the stock is owned by corporate insiders.

Key WEX News

Here are the key news stories impacting WEX this week:

• Positive Sentiment: Raised 2026 outlook: WEX forecast full-year adjusted EPS of $19.68-$20.08, above the $19.59 consensus estimate, and revenue of approximately $3.0 billion versus expectations of $2.9 billion. Fourth-quarter EPS guidance of $5.67-$5.87 and revenue guidance of $760-$780 million also exceeded consensus estimates of $4.87 and $719 million, respectively.
• Positive Sentiment: Q3 results beat expectations: Revenue increased 12.8% year over year to $780.1 million, ahead of the $749.7 million estimate, while adjusted EPS of $6.13 topped consensus by $0.45 and rose from $4.59 a year earlier. Total payment volume climbed 18.5% to $78.5 billion. WEX Inc. Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Capital returns and growth initiatives: WEX repurchased approximately $200 million of shares during the quarter and another $75 million through October 26. Management also highlighted pricing, new-business wins, margin expansion, and continued deployment of artificial intelligence across its products. WEX Earns Record Quarterly Revenue While Deploying AI Across Products
• Neutral Sentiment: Analyst support: Morgan Stanley reportedly increased its price target, suggesting some confidence in WEX’s earnings trajectory, although the broader market reaction remains cautious. WEX Stock Gets Price Target Increase from Morgan Stanley
• Negative Sentiment: Concerns about earnings quality and sentiment: Mobility revenue led growth, rising 20.6%, with fuel prices contributing to the Q3 beat. Investors may question how sustainable that benefit is if fuel prices or transaction volumes weaken. Reports also noted substantially more insider selling than buying over the past six months, which could weigh on sentiment.

WEX Company Profile

WEX Inc (NYSE:WEX) is a financial technology company that provides payment-processing and business-management solutions. Its products are designed to help organizations manage corporate spending, employee benefits and mobility-related expenses through specialized payment accounts, software and data tools.

WEX’s mobility business serves commercial vehicle fleets with fuel cards, fleet-payment programs, expense controls, telematics integrations and related solutions. The company also supports emerging mobility needs, including electric-vehicle charging payments.