WEX (NYSE:WEX) Issues FY 2026 Earnings Guidance

WEX (NYSE:WEX) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 19.680-20.080 for the period, compared to the consensus estimate of 19.590. The company issued revenue guidance of $3.0 billion, compared to the consensus revenue estimate of $2.9 billion. WEX also updated its Q4 2026 guidance to 5.670-5.870 EPS.

Wall Street Analyst Weigh In

WEX has been the topic of several research analyst reports. Keefe, Bruyette & Woods lifted their price target on WEX from $200.00 to $210.00 and gave the stock an “outperform” rating in a research report on Friday, July 24th. Morgan Stanley increased their price objective on WEX from $172.00 to $178.00 and gave the company an “equal weight” rating in a report on Tuesday, October 27th. Cantor Fitzgerald set a $178.00 target price on shares of WEX in a research report on Monday, July 27th. Weiss Ratings raised shares of WEX from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of WEX in a research report on Thursday, September 24th. Five analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, WEX presently has an average rating of “Hold” and an average target price of $187.00.

WEX Stock Up 0.7%

WEX stock opened at $184.69 on Friday. WEX has a twelve month low of $125.29 and a twelve month high of $203.99. The stock has a 50 day moving average of $186.09 and a two-hundred day moving average of $164.54. The company has a current ratio of 1.03, a quick ratio of 1.04 and a debt-to-equity ratio of 3.00. 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 released its earnings results 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. WEX had a return on equity of 45.74% 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 quarter in the previous year, the company posted $4.59 earnings per share. The company’s revenue for the quarter was up 12.8% compared to the same quarter last year. As a group, research analysts expect that WEX will post 17.32 earnings per share for the current year.

Insider Activity

In other WEX news, COO Robert Deshaies sold 2,000 shares of the business’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $173.56, for a total value of $347,120.00. Following the transaction, the chief operating officer directly owned 17,288 shares of the company’s stock, valued at approximately $3,000,505.28. The trade was a 10.37% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Melissa Smith sold 28,109 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer owned 126,625 shares of the company’s stock, valued at approximately $24,070,146.25. The trade was a 18.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 34,527 shares of company stock valued at $6,558,910. Corporate insiders own 1.40% of the company’s stock.

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

About WEX

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.