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The company

WEX Inc.

WEX · NYSE

IndustrialsBusiness ServicesLeading

WEX stood above a rising 150-day average in 20 of the last 52 weekly readings, including each of the last 14 weeks. It is 13.4% above that average now. Business Services: 37% of its 115 stocks in an uptrend (+1 points in four weeks); Industrials: 28% (−3 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
14 in a row
Industry in uptrend
37% +1 in 4 wk
Insider buys, 12 months
$573K
Insider sales, 12 months
$20.9M
Officials’ trades on record
20
Institutions holding
385 (-18)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 20 of 52 weeks.

22 Apr – 21 Oct
18%31%44%Apr 26Jun 26Jul 26Sep 26Oct 26

Business Services: A minority of its stocks are in an uptrend and the share has held steady. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$11.6M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

20 disclosed lines: House 15, Senate 2, executive 3; 8 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k28 Apr 2026filed 1 Jul 2026
Kelly Morrison House: U.S. House ClerkMN03sold$1k–$15k4 Jun 2025filed 18 Jun 2025
Kelly Morrison House: U.S. House ClerkMN03sold$1k–$15k4 Jun 2025filed 18 Jun 2025
Kelly Morrison House: U.S. House ClerkMN03sold$1k–$15k4 Jun 2025filed 18 Jun 2025
Susan M. Collins Senate: U.S. Senate eFDSenatorsoldspouse$15k–$50k6 Jan 2022filed 17 Feb 2022
Eric S. Lander Executive branch: Office of Government EthicsOffice of Science and Technology Policysold$15k–$50k11 Jun 2021filed 8 Sep 2021
Eric S. Lander Executive branch: Office of Government EthicsOffice of Science and Technology Policysold$15k–$50k11 Jun 2021filed 8 Sep 2021
Susan M. Collins Senate: U.S. Senate eFDSenatorboughtspouse$15k–$50k21 May 2019filed 11 Jun 2019
Alan S. Lowenthal House: U.S. House ClerkCA47soldspouse$1k–$15k23 Jul 2018filed 14 Aug 2018
Alan S. Lowenthal House: U.S. House ClerkCA47soldspouse$1k23 Jul 2018filed 14 Aug 2018
Alan S. Lowenthal House: U.S. House ClerkCA47sold$1k–$15k23 Jul 2018filed 27 Jul 2018
Alan S. Lowenthal House: U.S. House ClerkCA47sold$1k23 Jul 2018filed 27 Jul 2018

Insiders

Buy orders, 12 months2
Sale orders, 12 months19
Buyers · sellers2 · 7
WhoDidSharesTraded
Robert Joseph DeshaiesCOO, Benefitssold98at $169.815 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold48at $171.305 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold602at $172.635 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold549at $173.545 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold615at $174.945 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold88at $175.715 Oct 2026filed 7 Oct 2026
Joel Alan Dearborn, Jr.COO, Internationalsold2,500at $200.0014 Sep 2026filed 16 Sep 2026
Joel Alan Dearborn, Jr.COO, Internationalsold843at $200.0014 Sep 2026filed 16 Sep 2026
Melissa D. SmithCEO and Presidentsold180at $186.481 Sep 2026filed 3 Sep 2026
Melissa D. SmithCEO and Presidentsold9,245at $189.121 Sep 2026filed 3 Sep 2026
Melissa D. SmithCEO and Presidentsold7,575at $189.871 Sep 2026filed 3 Sep 2026
Melissa D. SmithCEO and Presidentsold11,109at $191.111 Sep 2026filed 3 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders385-18 on the quarter
New · exited68 · 84
Reported value$5.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Jupiter Topco LLCnew · filed 14 Aug 20263,967,061$559.7M+3,967,061
BlackRock, Inc.added · filed 7 Aug 20263,167,005$446.8M+61,564+2.0%
PAR CAPITAL MANAGEMENT INCunchanged · filed 14 Aug 20262,254,984$318.2M00.0%
MORGAN STANLEYreduced · filed 13 Aug 20261,949,295$275.0M-150,973−7.2%
FMR LLCadded · filed 13 Aug 20261,801,385$254.2M+576,081+47.0%
Impactive Capital LPunchanged · filed 14 Aug 20261,707,253$240.9M00.0%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20261,513,612$213.6M-28,834−1.9%
Boston Partnersreduced · filed 4 Aug 20261,493,028$210.8M-167,745−10.1%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20261,430,765$201.9M-52,838−3.6%
STATE STREET CORPadded · filed 7 Aug 20261,133,228$159.9M+41,815+3.8%
31 Mar 2023 – 30 Jun 2026
330365400Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Robert Joseph Deshaies Company insiderCOO, Benefits · last 5 Oct 20260 · 20
Don Callahan Company insiderDirector · last 30 Sep 20260 · 0
James R. Groch Company insiderDirector · last 30 Sep 20264 · 0
Kurt Patrick Adams Company insiderDirector · last 30 Sep 20260 · 0
Lauren Taylor Wolfe Company insiderDirector · last 30 Sep 20260 · 0
Joel Alan Dearborn Jr. Company insiderCOO, International · last 14 Sep 20260 · 4
Melissa D. Smith Company insiderCEO and President · last 1 Sep 20264 · 49
Carlos Carriedo Company insiderCOO, Amer. Payments & Mobility · last 4 Aug 20260 · 5
Ann Elena Drew Company insiderChief Risk and Compliance · last 27 Jul 20260 · 4
Jennifer Kimball Company insiderChief Accounting Officer · last 27 Jul 20260 · 11
Impactive Capital Lp Company insiderDirector · last 30 Jun 20260 · 0
Sara Trickett Company insiderChief Legal Officer · last 17 Jun 20260 · 3

Same industry

CBZ CbizLeading+33%
DHX DHI GroupLeading+28%
TISI TeamLeading+24%
EBAY eBayLeading+15%

Distance from each stock’s own 150-day average.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202558.6%
Operating profit marginFY 2025 · to 31 Dec 202525.0%
Free cash flow marginFY 2025 · to 31 Dec 202511.8%
Return on capital employedFY 2025 · to 31 Dec 202513.0%
Cash conversionFY 2025 · to 31 Dec 2025149%
Debt to equityFY 2025 · to 31 Dec 20252.91×
Share count trendFY 2025 · to 6 Feb 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$905.8M
Free cash flowFY 2025 · to 31 Dec 2025$313.7M

Analyst forecasts

No analyst forecasts yet.