Is WEX Inc. (WEX) a Buy, Sell, or Hold?
NYSE : WEX
WEX Inc. — Institutional Ownership
$170.78 USD
$15.1 (9.7%)
- Volume
- 977.14K
- Average Volume
- 603.76K
- Market Capitalization
- $5.92B
- P/E Ratio
- 16.79
- Dividend Yield
- 0.00%
- Price Target
- $170.00
- Year High
- $186.86
- Year Low
- $125.29
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.00
- Current Ratio
- $1.04
Institutional Ownership Summary
Institutional Ownership %
1.94%
Investors Holding
55
change: -383 | last: 438
Increased Positions
19
change: -225 | last: 244
Reduced Positions
21
change: -102 | last: 123
New Positions
8
change: -60 | last: 68
Sold Positions
386
change: 320 | last: 66
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -1539.4373 | last: 15.3944
Total Invested
94.36M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-12 | Morgan Stanley | 2.02M | 5.80% |
| 2026-04-30 | Vanguard Capital Management | 1.8M | 5.20% |
| 2026-04-01 | Impactive Capital LLC | 1.71M | 4.90% |
| 2026-04-01 | Impactive Capital LP | 1.71M | 4.90% |
| 2026-04-01 | Asmar Christian | 1.71M | 4.90% |
| 2026-04-01 | Wolfe Lauren Taylor | 1.71M | 4.90% |
| 2026-04-01 | Alemany October 2025 GRAT No. 1 | 6000.0 | 0.00% |
| 2026-04-01 | Ellen R. Alemany | 6000.0 | 0.00% |
| 2026-04-01 | Kurt P. Adams | 300.0 | 0.00% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2026-02-17 | PAR Investment Partners, L.P. | 2.25M | 6.60% |
| 2026-02-09 | Ellen R. Alemany | 6000.0 | 0.00% |
| 2026-02-09 | Kurt P. Adams | - | 0.00% |
| 2026-02-09 | Asmar Christian | 1.71M | 5.00% |
| 2026-02-09 | Wolfe Lauren Taylor | 1.71M | 5.00% |
| 2026-02-09 | Impactive Capital LLC | 1.71M | 5.00% |
| 2026-02-09 | Impactive Capital LP | 1.71M | 5.00% |
| 2026-02-09 | Kenneth L. Cornick | 7000.0 | 0.00% |
| 2026-02-09 | Cornick Family Investor, LLC | 7000.0 | 0.00% |
| 2026-02-09 | Alemany October 2025 GRAT No. 1 | 6000.0 | 0.00% |
| 2025-10-20 | Wolfe Lauren Taylor | 2.2M | 6.40% |
| 2025-10-20 | Asmar Christian | 2.2M | 6.40% |
| 2025-10-20 | Ellen R. Alemany | 6000.0 | 0.00% |
| 2025-10-20 | Alemany October 2025 GRAT No. 1 | 6000.0 | 0.00% |
| 2025-10-20 | Kenneth L. Cornick | 7000.0 | 0.00% |
| 2025-10-20 | Cornick Family Investor, LLC | 7000.0 | 0.00% |
| 2025-10-20 | James L. Fox | 1000.0 | 0.00% |
| 2025-10-20 | Kushagra Saxena | 621.0 | 0.00% |
| 2025-10-20 | Impactive Capital LP | 2.2M | 6.40% |
| 2025-10-20 | Impactive Capital LLC | 2.2M | 6.40% |
| 2025-08-14 | JANUS HENDERSON GROUP PLC | 3.87M | 11.30% |
| 2025-07-29 | The Vanguard Group | 3.25M | 9.49% |
| 2025-05-23 | Asmar Christian | 2.4M | 7.00% |
| 2025-05-23 | Wolfe Lauren Taylor | 2.4M | 7.00% |
| 2025-05-23 | Impactive Capital LLC | 2.4M | 7.00% |
| 2025-05-23 | Impactive Capital LP | 2.4M | 7.00% |
| 2025-05-15 | PAR Investment Partners, L.P. | 1.85M | 5.40% |
| 2025-05-14 | JANUS HENDERSON GROUP PLC | 4.01M | 10.30% |
| 2025-05-07 | Morgan Stanley | 2.42M | 7.10% |
| 2025-05-02 | Wolfe Lauren Taylor | 2.4M | 7.00% |
| 2025-05-02 | Asmar Christian | 2.4M | 7.00% |
| 2025-05-02 | Impactive Capital LP | 2.4M | 7.00% |
| 2025-05-02 | Impactive Capital LLC | 2.4M | 7.00% |
| 2025-04-30 | The Vanguard Group | 3.24M | 8.34% |
| 2025-04-16 | JPMORGAN CHASE & CO. | 1.07M | 2.70% |
| 2025-03-06 | Asmar Christian | 2.58M | 6.70% |
| 2025-03-06 | Impactive Capital LLC | 2.58M | 6.70% |
| 2025-03-06 | Wolfe Lauren Taylor | 2.58M | 6.70% |
| 2025-03-06 | Impactive Capital LP | 2.58M | 6.70% |
| 2025-02-14 | JANUS HENDERSON GROUP PLC | 4.05M | 10.20% |
| 2025-02-10 | Wellington Management Group LLP | 829.01K | 2.10% |
| 2025-02-10 | JPMORGAN CHASE & CO. | 2.01M | 5.00% |
| 2024-11-08 | Morgan Stanley | 2.12M | 5.20% |
| 2022-12-09 | Morgan Stanley | 1.83M | 4.20% |
| 2022-12-09 | Impactive Capital LP | 2.18M | 5.00% |
| 2022-12-09 | Lauren Taylor Wolfe | 2.18M | 5.00% |
| 2022-12-09 | Impactive Capital LLC | 2.18M | 5.00% |
| 2022-12-09 | Christian Asmar | 2.18M | 5.00% |
| 2022-02-11 | Morgan Stanley | 2.43M | 5.40% |
| 2022-02-11 | EIN #00-0000000 | 3.39M | 7.60% |
| 2022-02-04 | Wellington Group Holdings LLP | 3.97M | 8.86% |
| 2022-02-04 | Wellington Management Group LLP | 3.97M | 8.86% |
| 2022-02-04 | Wellington Management Company LLP | 3.77M | 8.42% |
| 2022-02-04 | Wellington Investment Advisors Holdings LLP | 3.97M | 8.86% |
| 2022-02-03 | (1) BlackRock, Inc. | 4.06M | 9.10% |
| 2022-01-18 | JPMORGAN CHASE & CO.13-2624428 | 2.37M | 5.20% |
| 2021-12-10 | Morgan Stanley | 2.6M | 5.80% |
| 2021-01-19 | JPMORGAN CHASE & CO.13-2624428 | 2.45M | 5.50% |
| 2020-02-13 | Eaton Vance Management 04-3101341 | 2.22M | 11.00% |
| 2020-02-06 | (1) BlackRock, Inc. | 3.91M | 9.00% |
| 2020-01-28 | Wellington Group Holdings LLP | 3.94M | 9.11% |
| 2020-01-28 | Wellington Investment Advisors Holdings LLP | 3.94M | 9.11% |
| 2020-01-28 | Wellington Management Company LLP | 3.73M | 8.62% |
| 2020-01-28 | Wellington Management Group LLP | 3.94M | 9.11% |
| 2019-02-14 | Eaton Vance Management 04-3101341 | 2.34M | 11.00% |
| 2019-02-06 | (1) BlackRock, Inc. | 3.81M | 8.80% |
| 2018-02-14 | Eaton Vance Management 04-3101341 | 3.19M | 11.00% |
| 2018-01-23 | (1) BlackRock, Inc. | 3.27M | 7.60% |
| 2018-01-11 | JPMORGAN CHASE & CO13-2624428 | 3.69M | 8.60% |
| 2017-09-12 | David J. Greene and Company, LLC | 2.32M | 7.79% |
| 2017-08-16 | Warburg Pincus (E&P) XI LLC | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus Private Equity (Lexington) XI – A, L.P. | 177.21K | 1.00% |
| 2017-08-16 | Mustang HoldCo II LLC | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus (Bermuda) XI, Ltd. | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus Partners II (Cayman), L.P. | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus XI (Lexington) Partners – A, L.P. | 177.21K | 1.00% |
| 2017-08-16 | WP Mustang Co-Invest-C L.P. | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus (E&P) XI, L.P. | 177.21K | 1.00% |
| 2017-08-16 | Joseph P. Landy | 177.21K | 1.00% |
| 2017-08-16 | Charles R. Kaye | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus LLC | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus (Bermuda) Private Equity GP Ltd. | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus & Company US, LLC | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus Partners II (US), L.P. | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus Partners (E&P) XI LLC | 177.21K | 1.00% |
| 2017-08-16 | WP Mustang Co-Invest-B L.P. | 177.21K | 1.00% |
| 2017-08-16 | WP Mustang Co-Invest LLC | 177.21K | 1.00% |
| 2017-08-16 | Warburg Pincus XI (E&P) Partners - B, L.P. | 177.21K | 1.00% |
| 2017-08-16 | WP (Lexington) Holdings II, L.P. | 177.21K | 1.00% |
| 2017-05-03 | Warburg Pincus Private Equity (Lexington) XI – A, L.P. | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus XI (E&P) Partners - B, L.P. | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus & Company US, LLC | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus (E&P) XI LLC | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus (E&P) XI, L.P. | 2.57M | 6.00% |
| 2017-05-03 | WP Mustang Co-Invest-B L.P. | 2.57M | 6.00% |
| 2017-05-03 | WP Mustang Co-Invest LLC | 2.57M | 6.00% |
| 2017-05-03 | WP Mustang Co-Invest-C L.P. | 2.57M | 6.00% |
| 2017-05-03 | Mustang HoldCo II LLC | 2.57M | 6.00% |
| 2017-05-03 | WP (Lexington) Holdings II, L.P. | 2.57M | 6.00% |
| 2017-05-03 | Joseph P. Landy | 2.57M | 6.00% |
| 2017-05-03 | Charles R. Kaye | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus LLC | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus (Bermuda) Private Equity GP Ltd. | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus Partners II (Cayman), L.P. | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus (Bermuda) XI, Ltd. | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus Partners II (US), L.P. | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus Partners (E&P) XI LLC | 2.57M | 6.00% |
| 2017-05-03 | Warburg Pincus XI (Lexington) Partners – A, L.P. | 2.57M | 6.00% |
| 2016-07-12 | Warburg Pincus XI (E&P) Partners - B, L.P. | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus XI (Lexington) Partners – A, L.P. | 4.01M | 9.40% |
| 2016-07-12 | Mustang HoldCo 1 LLC | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus (Bermuda) Private Equity GP Ltd. | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus LLC | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus Private Equity (Lexington) XI – A, L.P. | 4.01M | 9.40% |
| 2016-07-12 | WP (Lexington) Holdings II, L.P. | 4.01M | 9.40% |
| 2016-07-12 | Charles R. Kaye | 4.01M | 9.40% |
| 2016-07-12 | Joseph P. Landy | 4.01M | 9.40% |
| 2016-07-12 | WP Mustang Co-Invest LLC | 4.01M | 9.40% |
| 2016-07-12 | WP Mustang Co-Invest-B L.P. | 4.01M | 9.40% |
| 2016-07-12 | WP Mustang Co-Invest-C L.P. | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus (E&P) XI, L.P. | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus (E&P) XI LLC | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus Partners (E&P) XI LLC | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus Partners II (US), L.P. | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus & Company US, LLC | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus (Bermuda) XI, Ltd. | 4.01M | 9.40% |
| 2016-07-12 | Warburg Pincus Partners II (Cayman), L.P. | 4.01M | 9.40% |
| 2015-01-23 | (1) BlackRock, Inc. | 3.13M | 8.10% |
| 2014-02-14 | 04-2683227 | 3.81M | 9.81% |
| 2014-02-10 | 2) | 1.9M | 4.90% |
| 2013-02-14 | 04-2683227 | 3.55M | 9.17% |
| 2013-02-11 | 20-1665304 | 2.15M | 5.60% |
| 2012-02-14 | 04-2683227 | 2.1M | 5.42% |
| 2012-02-10 | BARCLAYS GLOBAL INVESTORS, NA. | 598.81K | 2.57% |
| 2011-02-08 | Keeley Asset Management Corp. | 1.79M | 4.70% |
| 2011-01-25 | Wells Fargo and Company | 2.6M | 6.79% |
| 2011-01-25 | Wells Capital Management Incorporated | 2.16M | 5.65% |
| 2010-02-16 | FMR LLC | 2.85M | 7.48% |
| 2010-02-16 | Edward C. Johnson 3d | 2.85M | 7.48% |
| 2010-02-12 | Keeley Asset Management Corp. | 2.43M | 6.40% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 2.81M | 7.36% |
| 2009-06-11 | Neuberger Berman LLC | 1.91M | 4.99% |
| 2009-06-11 | Neuberger Berman Group LLC | 1.91M | 4.99% |
| 2009-02-02 | Wells Capital Management Incorporated | 2.68M | 6.90% |
| 2009-02-02 | Wells Fargo & Company | 3.37M | 8.69% |
| 2008-07-07 | MSD Capital, L.P. | 2.19M | 5.70% |
| 2008-07-07 | MSD SBI, L.P. | 2.19M | 5.70% |
| 2008-02-14 | Keeley Asset Management Corp.; Tax I.D. No.: 36-3160361 | 2.58M | 6.50% |
| 2008-02-12 | Neuberger Berman, LLC | 3.79M | 9.54% |
| 2008-02-12 | Neuberger Berman Inc. | 3.79M | 9.54% |
| 2007-02-14 | Edward C. Johnson 3d | 813K | 2.01% |
| 2007-02-14 | Munder Capital Management | 2.22M | 5.50% |
| 2007-02-14 | FMR Corp. | 813K | 2.01% |
| 2007-02-14 | 04-2683227 | 2.56M | 6.33% |
| 2006-02-14 | 04-2683227 | 3.29M | 8.19% |
| 2006-02-13 | 06-1629202 | 3.23M | 8.04% |
| 2006-02-10 | 20-1665304 | 2.58M | 6.40% |
| 2005-03-10 | Abigail P. Johnson | 5.78M | 14.36% |
| 2005-03-10 | FMR Corp. | 5.78M | 14.36% |
| 2005-03-10 | Edward C. Johnson 3d | 5.78M | 14.36% |
WEX Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $148.98 | 35.5M | $5.29B | $905.8M | $4.86B | $9.24B |
| 2024-12-31 | $175.32 | 40.8M | $7.15B | $595.8M | $4.45B | $11B |
| 2023-12-31 | $194.55 | 42.8M | $8.33B | $975.8M | $3.87B | $11.22B |
| 2022-12-31 | $163.65 | 44.4M | $7.27B | $1.86B | $2.81B | $8.21B |
| 2021-12-31 | $140.39 | 44.72M | $6.28B | $1.26B | $2.95B | $7.97B |
| 2020-12-31 | $203.53 | 43.84M | $8.92B | $1.33B | $3.13B | $10.72B |
| 2019-12-31 | $209.46 | 43.32M | $9.07B | $981.38M | $3.02B | $11.11B |
| 2018-12-31 | $140.06 | 43.16M | $6.04B | $541.5M | $2.35B | $7.85B |
| 2017-12-31 | $141.23 | 42.98M | $6.07B | $508.07M | $2.42B | $7.99B |
| 2016-12-31 | $111.60 | 40.81M | $4.55B | $190.93M | $2.2B | $6.57B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141.09 | 34.7M | $4.9B | $1.16B | $5.36B | $9.09B |
| 2026-03-31 | $153.04 | 34.5M | $5.28B | $633.5M | $5.24B | $9.88B |
| 2025-12-31 | $148.98 | 34.4M | $5.12B | $905.8M | $4.86B | $9.08B |
| 2025-09-30 | $157.53 | 34.4M | $5.42B | $812.9M | $5.03B | $9.63B |
| 2025-06-30 | $146.89 | 34.3M | $5.04B | $772.6M | $5.44B | $9.71B |
| 2025-03-31 | $157.02 | 38.9M | $6.11B | $610.3M | $5.58B | $11.08B |
| 2024-12-31 | $175.32 | 39.4M | $6.91B | $595.8M | $4.38B | $10.69B |
| 2024-09-30 | $209.73 | 40.3M | $8.45B | $535.4M | $4.58B | $12.5B |
| 2024-06-30 | $175.46 | 41.7M | $7.32B | $682.6M | $4.21B | $10.84B |
| 2024-03-31 | $237.31 | 41.8M | $9.92B | $779.6M | $4.19B | $13.33B |
| 2023-12-31 | $194.55 | 42.3M | $8.23B | $2.23B | $3.95B | $9.95B |
| 2023-09-30 | $188.09 | 42.9M | $8.07B | $957.8M | $3.61B | $10.72B |