WEX Smart Money
WEX Inc.
1W: +0.6%
1M: +5.2%
3M: -1.2%
YTD: +25.5%
1Y: +16.4%
3Y: -0.8%
5Y: -4.2%
$186.38
-5.71 (-2.97%)
Weekly Expected Move ±4.3%
$180
$189
$197
$206
$215
Credit Risk of going bust: higher than 66% of companies Debt: 45.8% of company value Bonds: $54.7M held by 111 funds, 204 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $13.35 (down 93%), WEX Inc. would be worth roughly what it owes.
Total debt $5.36B against a stock market value of $6.35B.
Distance to default 3.76 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.60B (short-term plus half of long-term), stock volatility 41.3%; Altman Z'' 1.09. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $13.35 (down 93%), WEX Inc. would be worth roughly what it owes.
Total debt $5.36B against a stock market value of $6.35B.
Distance to default 3.76 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.60B (short-term plus half of long-term), stock volatility 41.3%; Altman Z'' 1.09. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026497
Institutions Holding
+5 vs prior
88.9%
Ownership
-3.71%
69
New
118
Increased
247
Reduced
79
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 88 | $175.71 | $15K | Filing |
| 2026-10-05 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 615 | $174.94 | $108K | Filing |
| 2026-10-05 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 549 | $173.54 | $95K | Filing |
| 2026-10-05 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 602 | $172.63 | $104K | Filing |
| 2026-10-05 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 48 | $171.30 | $8K | Filing |
| 2026-10-05 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 98 | $169.81 | $17K | Filing |
| 2026-09-30 | Adams Kurt Patrick | director | A-Grant/Award | 125 | $— | $0 | Filing |
| 2026-09-30 | GROCH JAMES R | director | A-Grant/Award | 155 | $— | $0 | Filing |
| 2026-09-30 | Wolfe Lauren Taylor | director | A-Grant/Award | 125 | $— | $0 | Filing |
| 2026-09-30 | Impactive Capital LP | director | A-Grant/Award | 125 | $— | $0 | Filing |
| 2026-09-30 | Impactive Capital LLC | director | A-Grant/Award | 125 | $— | $0 | Filing |
| 2026-09-30 | Asmar Christian | director | A-Grant/Award | 125 | $— | $0 | Filing |
| 2026-09-30 | Callahan Don | director | A-Grant/Award | 155 | $— | $0 | Filing |
| 2026-09-14 | Dearborn Joel Alan JR | officer: coo, international | S-Sale | 2,500 | $200.00 | $500K | Filing |
| 2026-09-14 | Dearborn Joel Alan JR | officer: coo, international | S-Sale | 843 | $200.00 | $169K | Filing |
| 2026-09-01 | Smith Melissa D | officer: ceo and president | S-Sale | 9,245 | $189.12 | $1.7M | Filing |
| 2026-09-01 | Smith Melissa D | officer: ceo and president | S-Sale | 7,575 | $189.87 | $1.4M | Filing |
| 2026-09-01 | Smith Melissa D | officer: ceo and president | S-Sale | 11,109 | $191.11 | $2.1M | Filing |
| 2026-09-01 | Smith Melissa D | officer: ceo and president | S-Sale | 180 | $186.48 | $34K | Filing |
| 2026-08-04 | Carriedo Carlos | officer: coo, amer. payments & mobility | S-Sale | 1,075 | $186.00 | $200K | Filing |
| 2026-07-30 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 1,000 | $184.95 | $185K | Filing |
| 2026-07-27 | Drew Ann Elena | officer: chief risk and compliance | S-Sale | 3,400 | $176.02 | $598K | Filing |
| 2026-07-27 | Kimball Jennifer | officer: chief accounting officer | S-Sale | 1,183 | $176.55 | $209K | Filing |
| 2026-07-06 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 8 | $149.77 | $1K | Filing |
| 2026-07-06 | Deshaies Robert Joseph | officer: coo, benefits | S-Sale | 265 | $147.92 | $39K | Filing |
🏛️ Congressional Trades
17 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-06-04 | Kelly Louise Morrison | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-04 | Kelly Louise Morrison | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-04 | Kelly Louise Morrison | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-03 | Kelly Morrison | House | Sell | $1,001 - $15,000 | Filing |
| 2022-04-13 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-04-11 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-02-17 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-01-06 | Susan M. Collins | Senate | Sell | $15,001 - $50,000 | Filing |
| 2022-01-06 | Susan Margaret Collins | Senate | Sell | $15,001 - $50,000 | Filing |
| 2022-01-06 | Susan M. Collins | Senate | Sell | $15,001 - $50,000 | Filing |
| 2019-05-21 | Susan M. Collins | Senate | Buy | $15,001 - $50,000 | Filing |
| 2019-05-21 | Susan M. Collins | Senate | Buy | $15,001 - $50,000 | Filing |
| 2019-05-21 | Susan Margaret Collins | Senate | Buy | $15,001 - $50,000 | Filing |
| 2018-07-23 | Alan S. Lowenthal | House | Sell | $1,001 - $15,000 | Filing |
| 2018-07-23 | Alan S. Lowenthal | House | Sell | $589.10 | Filing |
| 2018-06-04 | Alan S. Lowenthal | House | Sell | $554.93 | Filing |
| 2018-06-04 | Alan S. Lowenthal | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 3,967,061 | $560M | +3,967,061 | 2026-06-30 | Filing |
| BlackRock, Inc. | 3,167,005 | $447M | +61,564 | 2026-06-30 | Filing |
| PAR CAPITAL MANAGEMENT INC | 2,254,984 | $318M | — | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,949,295 | $275M | -150,973 | 2026-06-30 | Filing |
| FMR LLC | 1,801,385 | $254M | +576,081 | 2026-06-30 | Filing |
| Impactive Capital LP | 1,707,253 | $241M | — | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,513,612 | $214M | -28,834 | 2026-06-30 | Filing |
| Boston Partners | 1,493,028 | $211M | -167,745 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,430,765 | $202M | -52,838 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,133,228 | $160M | +41,815 | 2026-06-30 | Filing |
| EARNEST PARTNERS LLC | 857,373 | $121M | -25,632 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 815,695 | $115M | -7,986 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 671,582 | $110M | +15,745 | 2026-06-30 | Filing |
| LYRICAL ASSET MANAGEMENT LP | 770,524 | $109M | +9,588 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 733,560 | $103M | +47,425 | 2026-06-30 | Filing |
| TURTLE CREEK ASSET MANAGEMENT INC. | 728,088 | $103M | +58,753 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 582,786 | $82M | +307,959 | 2026-06-30 | Filing |
| SEI INVESTMENTS CO | 549,632 | $78M | -47,968 | 2026-06-30 | Filing |
| Capital World Investors | 547,682 | $77M | +336,442 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 487,579 | $69M | +487,579 | 2026-06-30 | Filing |