WEX Inc.

NYSE:WEX Stock Report

Market Cap: US$7.0b

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
29 Nov 24SellUS$33,152Robert DeshaiesIndividual175US$189.44
21 Aug 24SellUS$299,937Robert DeshaiesIndividual1,651US$181.67
02 Aug 24SellUS$204,167Ann DrewIndividual1,182US$172.73
31 Jul 24SellUS$289,403Melanie TintoIndividual1,564US$185.04
02 May 24SellUS$253,860Jennifer KimballIndividual1,200US$211.55
02 May 24SellUS$144,789Carlos CarriedoIndividual683US$211.99
02 May 24SellUS$400,286Robert DeshaiesIndividual1,897US$211.01
01 May 24SellUS$154,456Sara TrickettIndividual734US$210.43
05 Mar 24SellUS$381,346Jagtar NarulaIndividual1,725US$221.07
23 Feb 24SellUS$332,775Robert DeshaiesIndividual1,500US$221.85
20 Feb 24SellUS$545,511Ann DrewIndividual2,502US$218.03
16 Feb 24SellUS$199,229Sara TrickettIndividual887US$224.61
16 Feb 24SellUS$930,927Hilary RapkinIndividual4,183US$222.55
16 Feb 24SellUS$85,785Jennifer KimballIndividual386US$222.24
16 Feb 24SellUS$99,123Melanie TintoIndividual444US$223.25

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
State or Government35,1900.0819%
Private Companies57,9180.135%
Individual Insiders270,7790.63%
Hedge Funds2,171,2655.05%
Institutions40,456,85794.1%

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

Top Shareholders

Top 25 shareholders own 81.3% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.5%
Janus Henderson Group plc
4,163,678US$730.0m0.61%0.29%
9.67%
The Vanguard Group, Inc.
3,847,308US$674.5m-3.86%0.01%
9.16%
BlackRock, Inc.
3,642,377US$638.6m-2.06%0.01%
6.55%
Wellington Management Group LLP
2,607,160US$457.1m-3.73%0.07%
5.46%
Impactive Capital LP
2,171,265US$380.7m9.73%15.19%
5.17%
Eaton Vance Management
2,054,942US$360.3m1.68%0.08%
4.65%
Par Capital Management, Inc.
1,850,000US$324.3m0.54%7.58%
3.91%
FMR LLC
1,554,125US$272.5m8.76%0.02%
3.12%
State Street Global Advisors, Inc.
1,240,953US$217.6m0.31%0.01%
2.29%
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
912,329US$159.9m-0.46%1.36%
2.17%
EARNEST Partners, LLC
863,954US$151.5m0%0.64%
2.16%
JP Morgan Asset Management
861,147US$151.0m-5.67%0.02%
2.06%
Lyrical Asset Management LP
820,244US$143.8m-4.88%2.1%
1.81%
River Road Asset Management, LLC
720,465US$126.3m4.99%1.55%
1.74%
Geode Capital Management, LLC
693,297US$121.5m-0.79%0.01%
1.47%
Dimensional Fund Advisors LP
584,362US$102.5m17.9%0.02%
1.29%
Brown Advisory Incorporated
512,298US$89.8m-5.82%0.1%
1.28%
Managed Account Advisors LLC
510,800US$89.6m104%0.02%
1.16%
Norges Bank Investment Management
460,918US$80.8m0%0.01%
1.15%
SEI Investments Company
457,631US$80.2m753%0.1%
1.03%
Hermes Investment Management Limited
407,957US$71.5m2.9%0.43%
1.02%
Neuberger Berman Investment Advisers LLC
405,318US$71.1m-13%0.05%
0.84%
BNY Asset Management
334,384US$58.6m-9.99%0.01%
0.84%
Columbia Management Investment Advisers, LLC
334,295US$58.6m5.81%0.01%
0.84%
The Colony Group, LLC
332,663US$58.3m9,330%0.18%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 22:30
End of Day Share Price 2025/01/02 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

WEX Inc. is covered by 33 analysts. 15 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
Mihir BhatiaBofA Global Research