WEX Inc.

NYSE:WEX Stock Report

Market Cap: US$5.7b

WEX Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WEX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
25 Feb 26SellUS$272,159Sara TrickettIndividual1,815US$149.95
24 Feb 26SellUS$486,416Robert DeshaiesIndividual3,238US$151.88
18 Feb 26SellUS$251,848Carlos CarriedoIndividual1,575US$159.90
06 Feb 26SellUS$73,522,556Impactive Capital LPCompany488,000US$155.05
26 Nov 25SellUS$225,328Robert DeshaiesIndividual1,506US$149.62
13 Nov 25BuyUS$144,250Stephen SmithIndividual1,000US$144.25
13 Oct 25BuyUS$152,710James FoxIndividual1,000US$152.71
03 Oct 25BuyUS$969,493Ellen AlemanyIndividual6,000US$161.58
02 Oct 25BuyUS$100,000Kushagra SaxenaIndividual621.21US$161.01
26 Sep 25BuyUS$1,176,560Kenneth CornickIndividual7,000US$168.08
06 Aug 25SellUS$331,533Ann DrewIndividual1,931US$171.69
31 Jul 25SellUS$150,224Carlos CarriedoIndividual875US$171.68
02 Jun 25SellUS$183,512Jennifer KimballIndividual1,400US$131.08
29 May 25BuyUS$500,720Melissa SmithIndividual3,721US$134.57
03 Apr 25SellUS$29,105,989Impactive Capital LPCompany190,882US$163.01
07 Mar 25BuyUS$322,407Impactive Capital LPCompany2,088US$154.41

Insider Trading Volume

Insider Buying: WEX insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WEX?
Owner TypeNumber of SharesOwnership Percentage
Private Companies4,6860.0121%
State or Government27,9640.0721%
Individual Insiders356,6780.92%
Hedge Funds2,252,0005.81%
Institutions36,141,69093.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 84.61% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.3%
Janus Henderson Group plc
3,872,042US$638.1m0.18%0.22%
9.39%
The Vanguard Group, Inc.
3,222,345US$531.0m-1.22%0.01%
8.91%
BlackRock, Inc.
3,055,921US$503.6m0.04%0.01%
6.56%
Par Capital Management, Inc.
2,252,000US$371.1m21.6%10.5%
5.95%
Eaton Vance Management
2,042,720US$336.6m-20%0.06%
4.98%
Impactive Capital LP
1,707,253US$281.3m-22.2%16.36%
4.22%
Boston Partners Global Investors, Inc.
1,447,442US$238.5m13.7%0.13%
3.34%
FMR LLC
1,145,683US$188.8m6.86%0.01%
3.09%
State Street Global Advisors, Inc.
1,061,776US$175.0m-0.92%no data
2.59%
EARNEST Partners, LLC
889,664US$146.6m-2%0.51%
2.56%
AQR Capital Management, LLC
877,724US$144.6m809%0.07%
2.26%
River Road Asset Management, LLC
776,008US$127.9m-1.53%1.31%
2.26%
Lyrical Asset Management LP
773,908US$127.5m-6.8%1.67%
2%
Dimensional Fund Advisors LP
687,655US$113.3m6.98%0.01%
1.98%
Managed Account Advisors LLC
678,089US$111.7m-8.89%0.02%
1.86%
Geode Capital Management, LLC
638,957US$105.3m1.1%0.01%
1.61%
UBS Asset Management AG
554,012US$91.3m-1.63%0.01%
1.6%
SEI Investments Company
549,775US$90.6m10.7%0.07%
1.32%
Hawk Ridge Capital Management LP
454,271US$74.9m1.82%2.88%
1.3%
Charles Schwab Investment Management, Inc.
445,585US$73.4m2.62%0.01%
1.23%
Turtle Creek Asset Management Inc.
422,412US$69.6m-28.7%2.61%
1.19%
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
409,015US$67.4m-14.2%0.6%
1.11%
Hotchkis and Wiley Capital Management, LLC
381,331US$62.8m9.95%0.15%
1.01%
Snyder Capital Management, L.P.
348,166US$57.4m98.5%0.91%
0.98%
Norges Bank Investment Management
336,973US$55.5m15.6%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/05 06:13
End of Day Share Price 2026/03/05 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WEX Inc. is covered by 33 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David KoningBaird
Ramsey El-AssalBarclays
Gary PrestopinoBarrington Research Associates, Inc.