WEX (NYSE:WEX) Announces Q4 2026 Earnings Guidance

WEX (NYSE:WEX) updated its fourth quarter 2026 earnings guidance on Friday. The company provided 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 Up 0.7%

WEX opened at $184.69 on Friday. WEX has a fifty-two week low of $125.29 and a fifty-two week high of $203.99. The company has a debt-to-equity ratio of 3.00, a quick ratio of 1.04 and a current ratio of 1.03. The company has a fifty day moving average of $186.09 and a two-hundred day moving average of $164.54. The stock has a market capitalization of $6.29 billion, a price-to-earnings ratio of 15.89, a PEG ratio of 0.94 and a beta of 0.84.

WEX (NYSE:WEX) last posted its 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 net margin of 14.05% and a return on equity of 45.74%. The business had revenue of $780.10 million for the quarter, compared to analyst estimates of $749.74 million. During the same period in the prior year, the company posted $4.59 EPS. The company’s revenue for the quarter was up 12.8% on a year-over-year basis. On average, research analysts expect that WEX will post 17.32 earnings per share for the current year.

Analyst Ratings Changes

WEX has been the subject of a number of analyst reports. Wall Street Zen raised WEX from a “hold” rating to a “buy” rating in a report on Saturday. Piper Sandler began coverage on WEX in a report on Thursday, September 10th. They issued a “neutral” rating and a $209.00 price objective on the stock. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of WEX in a research report on Thursday, September 24th. Keefe, Bruyette & Woods boosted their price objective on WEX from $200.00 to $210.00 and gave the company an “outperform” rating in a research report on Friday, July 24th. Finally, Weiss Ratings raised WEX from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday. Five research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $187.00.

Insider Transactions at WEX

In other WEX news, COO Joel Dearborn, Jr. sold 3,343 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief operating officer directly owned 17,021 shares in the company, valued at approximately $3,404,200. The trade was a 16.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 business’s stock in a transaction that occurred 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 sale, the chief operating officer owned 17,288 shares of the company’s stock, valued at approximately $3,000,505.28. This trade represents a 10.37% 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. In the last quarter, insiders have sold 34,527 shares of company stock valued at $6,558,910. 1.40% of the stock is currently owned by corporate insiders.

WEX News Roundup

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.