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Wex Inc SEC Filings

WEX NYSE

Welcome to our dedicated page for Wex SEC filings (Ticker: WEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The WEX Inc. (NYSE: WEX) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other documents filed with the U.S. Securities and Exchange Commission. These filings offer detail on WEX’s financial results, segment performance, governance changes, and material events affecting the business.

WEX uses Form 8-K to report items such as quarterly financial results, with earnings releases and supplements furnished as exhibits. In these filings, the company presents information for its Mobility, Benefits, and Corporate Payments segments, including revenue, operating income margins, and selected operational metrics. Management also discusses non-GAAP measures, provides reconciliations in referenced exhibits, and outlines factors that influence performance, such as fuel prices and foreign currency rates.

Other 8-K filings address corporate governance matters. For example, WEX has reported the appointment of new directors, the planned retirement of existing directors, changes to the size of the Board of Directors, and the designation of a Vice Chair and Lead Independent Director. These filings describe board determinations regarding director independence and reference standard forms of director and officer indemnification agreements.

Filings also identify WEX’s principal executive offices in Portland, Maine, and provide details on how certain information is treated as “furnished” rather than “filed” under the securities laws. Investors interested in topics such as board composition, leadership transitions, and the company’s approach to financial reporting can review these documents for primary source information.

On Stock Titan, WEX filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand the main themes in earnings releases, governance updates, and other material disclosures, while still allowing access to the full original filings for detailed analysis.

Rhea-AI Summary

WEX Inc. and activist investor Impactive Capital entered a cooperation agreement that resolves Impactive's 2026 proxy contest and adds three Board nominees to the company slate for the 2026 annual meeting. The Board will be set to eleven directors, include the three New Director Nominees, and separate the roles of Chair and CEO at the first regular Board meeting after the Annual Meeting.

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Rhea-AI Summary

WEX Inc. entered into a cooperation agreement with Impactive Capital that reshapes its board and 2026 annual meeting plans. The Board will expand to 11 directors and nominate three new independent directors – Kurt Adams, Ellen Alemany, and Impactive co-founder Lauren Taylor Wolfe – alongside eight incumbent nominees as a single 2026 slate.

After the annual meeting, WEX will separate the roles of Chair and Chief Executive Officer, with Melissa Smith continuing as CEO, President and director. The agreement includes standstill, voting, non-disparagement and expense reimbursement provisions, and allows Impactive to propose replacement directors if its net long position stays above agreed thresholds. To give shareholders more time to review updated proxy materials, the annual meeting has been postponed from May 5, 2026 to May 14, 2026, with the record date unchanged.

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Rhea-AI Summary

WEX Inc. is facing a proxy contest: Impactive Capital and affiliated participants have filed a definitive proxy statement and a WHITE universal proxy card to nominate three directors for election at WEX’s 2026 annual meeting.

Impactive, which owns 4.9% of WEX, criticizes board oversight and performance and is contesting the chair role; the meeting will be virtual and open only to shareholders.

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Rhea-AI Summary

WEX Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 1,804,206 shares of Common Stock, representing 5.20% of the class as reported for the period ending 03/31/2026. The filer reports sole voting power over 261,760 shares and sole dispositive power over 1,804,206 shares. The filing is signed on 04/30/2026 by Ashley Grim.

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Rhea-AI Summary

WEX Inc. reports Q1 2026 results with total revenues of $673.8 million, up from $636.6 million a year earlier, driven by all three segments.

Net income attributable to shareholders was $77.7 million, or $2.22 diluted EPS, compared with $71.5 million, or $1.81 diluted EPS. Adjusted net income reached $145.3 million, or $4.15 per diluted share, versus $138.4 million and $3.51. Total company volume rose to $58.1 billion.

Operating cash flow was a use of $330.8 million, reflecting working capital movements, while adjusted free cash flow improved to $49.5 million. The balance sheet showed $15.4 billion in total assets, $3.7 billion of long-term debt and $1.27 billion of stockholders’ equity. WEX Bank remained “well capitalized” under regulatory standards.

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Rhea-AI Summary

WEX Inc. reported solid first-quarter 2026 growth and raised its full-year outlook. Revenue rose 5.8% to $673.8 million, helped by U.S. fuel prices and favorable foreign exchange, while GAAP net income increased to $77.7 million or $2.22 per diluted share. Non-GAAP adjusted net income grew to $145.3 million, or $4.15 per diluted share, up 18.2% per share.

Margins were stable, with GAAP operating income of $158.2 million and an adjusted operating income margin of 36.2%. Mobility revenue increased 3.2%, Benefits 8.5%, and Corporate Payments 9.3%, with total volume across segments up 7.5% to $58.1 billion. Adjusted free cash flow improved to $49.5 million, and the leverage ratio remained at 3.1x.

On the back of better-than-expected fuel prices and stronger performance, WEX raised its 2026 guidance, now expecting revenue of $2.82–$2.88 billion and adjusted net income of $667–$688 million, or $18.95–$19.55 per diluted share. Second-quarter 2026 guidance calls for revenue of $727–$747 million and adjusted EPS of $4.93–$5.13.

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Rhea-AI Summary

WEX Inc. reported solid first-quarter 2026 growth and raised its full-year outlook. Revenue rose 5.8% to $673.8 million, helped by U.S. fuel prices and favorable foreign exchange, while GAAP net income increased to $77.7 million or $2.22 per diluted share. Non-GAAP adjusted net income grew to $145.3 million, or $4.15 per diluted share, up 18.2% per share.

Margins were stable, with GAAP operating income of $158.2 million and an adjusted operating income margin of 36.2%. Mobility revenue increased 3.2%, Benefits 8.5%, and Corporate Payments 9.3%, with total volume across segments up 7.5% to $58.1 billion. Adjusted free cash flow improved to $49.5 million, and the leverage ratio remained at 3.1x.

On the back of better-than-expected fuel prices and stronger performance, WEX raised its 2026 guidance, now expecting revenue of $2.82–$2.88 billion and adjusted net income of $667–$688 million, or $18.95–$19.55 per diluted share. Second-quarter 2026 guidance calls for revenue of $727–$747 million and adjusted EPS of $4.93–$5.13.

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Rhea-AI Summary

WEX Inc. reported solid first-quarter 2026 growth and raised its full-year outlook. Revenue rose 5.8% to $673.8 million, helped by U.S. fuel prices and favorable foreign exchange, while GAAP net income increased to $77.7 million or $2.22 per diluted share. Non-GAAP adjusted net income grew to $145.3 million, or $4.15 per diluted share, up 18.2% per share.

Margins were stable, with GAAP operating income of $158.2 million and an adjusted operating income margin of 36.2%. Mobility revenue increased 3.2%, Benefits 8.5%, and Corporate Payments 9.3%, with total volume across segments up 7.5% to $58.1 billion. Adjusted free cash flow improved to $49.5 million, and the leverage ratio remained at 3.1x.

On the back of better-than-expected fuel prices and stronger performance, WEX raised its 2026 guidance, now expecting revenue of $2.82–$2.88 billion and adjusted net income of $667–$688 million, or $18.95–$19.55 per diluted share. Second-quarter 2026 guidance calls for revenue of $727–$747 million and adjusted EPS of $4.93–$5.13.

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FAQ

How many Wex (WEX) SEC filings are available on StockTitan?

StockTitan tracks 111 SEC filings for Wex (WEX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Wex (WEX)?

The most recent SEC filing for Wex (WEX) was filed on May 4, 2026.