WEX

WEX

Market cap $5.12B

PORTLAND, Maine--(BUSINESS WIRE)--WEX Inc. (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today announced that its Chair, Chief Executive Officer, and President, Melissa Smith, will present at the Raymond James 47th Annual Institutional Investors Conference on Tuesday, March 3, 2026 at approximately 2:50 PM ET. A webcast of the presentation will be available live on the Investor Relations section of the Company's website, http://ir.wexinc.com, or t.

WEX is rated Hold, with value appeal but concerns over strategic positioning versus Corpay. Recent growth was sluggish, mainly due to Mobility segment weakness and client loss, though Q4 showed improvement. WEX's aggressive buybacks (13% of shares this year) contrast with Corpay's focus on Corporate Payments expansion.

Impactive Capital has nominated four candidates for election to the board of WEX at its upcoming annual shareholders' meeting, the activist investor said on Monday, ramping up pressure on the fintech company.

NEW YORK--(BUSINESS WIRE)--Impactive Capital, LP, (“Impactive” or “we”) together with its affiliates, one of the largest shareholders of WEX Inc. (NYSE: WEX) (the “Company” or “WEX”) with an ownership interest of approximately 5.0%, today announced that it has nominated four candidates – Kurt Adams, Ellen Alemany, Ken Cornick and Lauren Taylor Wolfe – for election to the WEX Board of Directors (the “Board”) at the upcoming 2026 annual meeting of stockholders (the “annual meeting”). Impactive is.

WEX beats Q4 2025 earnings and revenue estimates, but weak Q1 2026 guidance leads to shares remaining flat after the Feb. 4 release.

WEX Inc. (WEX) Q4 2025 Earnings Call Transcript

For WEX Inc., the latest quarter highlighted a shift in momentum across its portfolio, with the corporate payments segment carrying more of the company's growth as mobility markets remained uneven. Fourth-quarter revenue, as announced on Thursday (Feb. 5), rose 5.7% year over year to $672.

Although the revenue and EPS for Wex (WEX) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Wex (WEX) came out with quarterly earnings of $4.11 per share, beating the Zacks Consensus Estimate of $3.91 per share. This compares to earnings of $3.57 per share a year ago.

PORTLAND, Maine--(BUSINESS WIRE)--WEX (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today reported financial results for the three months and year ended December 31, 2025. "Our strong fourth quarter results demonstrate the strategic actions we took to accelerate our growth and drive progressively stronger performance over the course of the year," said Melissa Smith, WEX's Chair, Chief Executive Officer, and President. "We delivered record revenue.