WEX (NYSE:WEX) Releases Q4 2026 Earnings Guidance

WEX (NYSE:WEX) issued an update on 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 earnings per share 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 Trading Up 0.7%

NYSE:WEX opened at $184.69 on Friday. WEX has a 52 week low of $125.29 and a 52 week high of $203.99. The firm has a market capitalization of $6.29 billion, a P/E ratio of 15.89, a P/E/G ratio of 0.94 and a beta of 0.84. The company has a quick ratio of 1.04, a current ratio of 1.03 and a debt-to-equity ratio of 3.00. The company has a fifty day moving average of $186.09 and a 200 day moving average of $164.54.

WEX (NYSE:WEX) last issued its quarterly earnings data on Wednesday, October 28th. The business services provider reported $6.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.68 by $0.45. The business had revenue of $780.10 million for the quarter, compared to the consensus estimate of $749.74 million. WEX had a net margin of 14.05% and a return on equity of 45.74%. The company’s quarterly revenue was up 12.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.59 EPS. On average, research analysts predict that WEX will post 17.32 earnings per share for the current year.

Analysts Set New Price Targets

WEX has been the subject of a number of analyst reports. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of WEX in a research note on Thursday, September 24th. Weiss Ratings upgraded WEX from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday. Evercore raised WEX to an “outperform” rating in a report on Tuesday, July 21st. Morgan Stanley boosted their price objective on WEX from $172.00 to $178.00 and gave the company an “equal weight” rating in a research report on Tuesday, October 27th. Finally, Cantor Fitzgerald set a $178.00 price objective on WEX in a research note on Monday, July 27th. Five investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $187.00.

Insider Activity

In other news, COO Carlos Carriedo sold 1,075 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $186.00, for a total transaction of $199,950.00. Following the completion of the sale, the chief operating officer directly owned 11,076 shares of the company’s stock, valued at approximately $2,060,136. The trade was a 8.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Melissa D. Smith sold 28,109 shares of the company’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $190.09, for a total transaction of $5,343,239.81. Following the completion of the transaction, the chief executive officer owned 126,625 shares in the company, valued at $24,070,146.25. This represents a 18.17% decrease in their ownership of the stock. 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 90 days, insiders have sold 34,527 shares of company stock valued at $6,558,910. 1.40% of the stock is currently owned by company insiders.

Key WEX News

Here are the key news stories impacting WEX this week:

• Positive Sentiment: Q3 results exceeded expectations. WEX reported adjusted earnings of $6.13 per share versus the $5.67-$5.68 consensus estimate, while revenue reached $780.1 million, well above forecasts near $749.7 million. Revenue increased 12.8% year over year, supported by strong sales, margin expansion and new business wins. WEX Inc. Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Management raised its outlook. Full-year 2026 EPS guidance of $19.68-$20.08 is above the $19.59 analyst consensus, and revenue guidance of approximately $3.0 billion exceeds the $2.9 billion estimate. Fourth-quarter EPS guidance of $5.67-$5.87 and revenue guidance of $760 million-$780 million also came in substantially ahead of consensus. WEX Inc. Raises Revenue Guidance for Full Year 2026
• Positive Sentiment: AI and shareholder returns add to the investment case. WEX is deploying artificial intelligence across its products, including a partnership with Euclid AI to develop trucking-focused AI agents. The company also said it returned most of its adjusted free cash flow through share repurchases. WEX and Euclid AI Team Up to Bring AI Agents Built for Trucking to OTR Fleets
• Neutral Sentiment: Analyst sentiment has improved, with Morgan Stanley increasing its price target following the earnings update. Broader payment-industry trends—including cross-border transactions and resilient consumer spending—remain supportive for WEX and its peers. WEX Stock Gets Price Target Increase from Morgan Stanley
• Negative Sentiment: Investors still face risks from inflation and rising technology costs, while some of the quarterly upside appears linked to fuel-price trends. These factors could pressure margins or make results more volatile if operating costs rise or fuel-related benefits reverse. 5 Financial Transaction Stocks to Watch Amid Cost and Inflation Pressure

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.