WEX — Wex Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Wex Inc

WEX Inc. operates a commerce platform in the United States and internationally. The Mobility segment offers fleet payment solutions, transaction processing, and information management services; and provides account activation and account retention services; authorization and billing inquiries, and account maintenance services; account management; credit and collections services; merchant services; analytics solutions; and ancillary services and o… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$142.90
Market Cap$5.17B
Float32.0M
Shares Outstanding34.7M
P/E (Forward)7.47
P/E (TTM)16.24
Price/Sales (TTM)1.92
vs. Analyst Target+26.8% to analyst PT
Profit Margin11.50%
Operating Margin (TTM)23.46%
Revenue (TTM)$2.70B
Earnings Growth (YoY)22.70%
Dividend RateNone
Analyst Target Price$181.20 (16 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.56B -$244M $887M $118M
2021 $1.85B $100,000 $1.15B $566M
2022 $2.35B $201M $1.42B $572M
2023 $2.55B $14.8M $1.2M $14.8M
2024 $2.63B $310M $1.59B $975M
2025 $2.66B $304M $1.46B $995M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $660M $68.1M
Sep 2025 $692M $80.3M
Dec 2025 $673M $84.3M
Mar 2026 $674M $77.7M

Ownership & Float

Insider Ownership1.3%
Institutional Ownership114.9%
Short Float5.1%
% of All Funds Holding4.93%
Number of Funds Holding405

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$151.31Near-term / short-term trend
Weekly40-Week SMA$154.83Medium-term trend
Weekly80-Week SMA$155.54Cyclical trend (business cycle)
Weekly200-Week SMA$173.19Secular trend (multi-year)
Monthly10-Month SMA$152.15Near-term monthly trend
Monthly20-Month SMA$156.80Medium-term monthly trend
Monthly40-Month SMA$174.27Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$181.00 resistance 1.59x 14 months ago
$188.00 resistance 1.03x 16 months ago
$209.00 resistance 1.52x 18 months ago
$211.00 resistance 1.21x 23 months ago
$236.00 resistance 1.09x 24 months ago

Historical Earnings Reactions (85 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.05% 0.03% 52.94% 15.83% -13.38%
1 Day -0.50% -0.17% 45.88% 14.93% -18.66%
1 Week -0.77% -1.24% 41.18% 18.88% -18.71%
2 Weeks 0.02% -0.39% 48.24% 32.44% -21.99%
1 Month 0.79% 0.75% 52.38% 44.08% -59.86%

Next earnings: July 11, 2026 (43 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.7%61.9%21
Feb2.2%47.6%21
Mar3.0%72.7%22
Apr3.4%54.5%22
May-1.3%42.9%21
Jun1.8%57.1%21
Jul4.6%71.4%21
Aug-0.2%61.9%21
Sep-1.7%38.1%21
Oct-1.5%52.4%21
Nov4.1%71.4%21
Dec1.7%61.9%21

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.02% 51.2% 1001
Tuesday 0.19% 53.0% 1099
Wednesday 0.13% 52.9% 1098
Thursday 0.00% 51.5% 1078
Friday 0.01% 52.6% 1074

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 114.9%

Insider Transactions — Smart Summary

Total insider ownership: 1.3%

12-Month Insider Activity Summary

Total Filings16
Net Value-$3.2M
Net Shares Change-8,225
% of Float-0.0%
C-Suite Filings14
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Deshaies Robert Joseph COO, Benefits -$1.0M 3 3 sell
Dearborn Joel Alan JR COO, International -$612,500 1 N/A
Smith Melissa D Chair, CEO, and President +$500,720.458 1 1 buy
Trickett Sara Chief Legal Officer -$395,011.95 1 1 sell
Drew Ann Elena Chief Risk and Compliance -$331,533.39 1 1 sell
Carriedo Carlos COO, Amer. Payments and Mobility -$251,847.698 1 1 sell
GROCH JAMES R +$214,425 1 1 buy
Smith Stephen Montgomery +$144,250 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-13 – 2026-02-25 4 3 -$1.4M 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-18 GROCH JAMES R +$214,425 Transaction at $142.95, now -0.0%
2026-02-18 Carriedo Carlos COO, Amer. Payments and Mobility -$251,847.698 Transaction at $159.90, now -10.6%
2025-06-02 Smith Melissa D Chair, CEO, and President +$500,720.458 Transaction at $134.57, now +6.2%
2025-12-01 Deshaies Robert Joseph COO, Benefits -$225,327.72 Transaction at $149.62, now -4.5%
2025-11-17 Smith Stephen Montgomery +$144,250 Transaction at $144.25, now -0.9%
2026-02-25 Trickett Sara Chief Legal Officer -$395,011.95 Transaction at $150.81, now -5.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Wex Inc (WEX) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for WEX on Trend Edge →