Wex Ownership

WEX Stock  USD 186.30  3.44  1.88%   
The majority of Wex outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Wex Inc to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Wex Inc. Please pay attention to any change in the institutional holdings of Wex Inc as this could imply that something significant has changed or is about to change at the company. Please note that on June 11, 2019, Senator Susan M Collins of US Senate acquired $15k to $50k worth of Wex Inc's common stock.
 
Shares in Circulation  
First Issued
2005-03-31
Previous Quarter
42 M
Current Value
40.8 M
Avarage Shares Outstanding
41.3 M
Quarterly Volatility
2.2 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Wex in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Wex, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wex Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.

Wex Stock Ownership Analysis

About 99.0% of the company outstanding shares are owned by institutional investors. The book value of Wex was at this time reported as 42.15. The company has Price/Earnings To Growth (PEG) ratio of 1.52. Wex Inc recorded earning per share (EPS) of 7.88. The entity had not issued any dividends in recent years. The firm had 11:10 split on the December 17, 2003. WEX Inc. provides financial technology services in the United States and internationally. WEX Inc. was founded in 1983 and is based in Portland, Maine. Wex operates under SoftwareInfrastructure classification in the United States and is traded on New York Stock Exchange. It employs 5600 people. For more information please call Melissa Smith at 207 773 8171 or visit https://www.wexinc.com.
Besides selling stocks to institutional investors, Wex also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Wex's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Wex's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Wex Quarterly Liabilities And Stockholders Equity

13.96 Billion

Wex Insider Trades History

Less than 1% of Wex Inc are currently held by insiders. Unlike Wex's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Wex's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Wex's insider trades
 
Yuan Drop
 
Covid

Wex Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Wex is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wex Inc backward and forwards among themselves. Wex's institutional investor refers to the entity that pools money to purchase Wex's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Earnest Partners Llc2024-09-30
864 K
Lyrical Asset Management Lp2024-09-30
820.2 K
Bessemer Group Inc2024-09-30
786 K
River Road Asset Management, Llc2024-09-30
720.5 K
Geode Capital Management, Llc2024-09-30
693.3 K
Bank Of America Corp2024-09-30
586.8 K
Dimensional Fund Advisors, Inc.2024-09-30
584.4 K
Brown Advisory Holdings Inc2024-09-30
512.6 K
Norges Bank2024-06-30
460.9 K
Hhg Plc2024-09-30
4.2 M
Vanguard Group Inc2024-09-30
3.8 M
Note, although Wex's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Wex Inc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wex insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wex's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wex insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Wex's latest congressional trading

Congressional trading in companies like Wex Inc, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Wex by those in governmental positions are based on the same information available to the general public.
2019-06-11Senator Susan M CollinsAcquired $15K to $50KVerify
2019-06-10Senator Susan M CollinsAcquired $15K to $50KVerify

Wex Outstanding Bonds

Wex issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wex Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wex bonds can be classified according to their maturity, which is the date when Wex Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Wex Corporate Filings

F4
8th of January 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13A
14th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
13A
8th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
8K
24th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Additional Tools for Wex Stock Analysis

When running Wex's price analysis, check to measure Wex's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wex is operating at the current time. Most of Wex's value examination focuses on studying past and present price action to predict the probability of Wex's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wex's price. Additionally, you may evaluate how the addition of Wex to your portfolios can decrease your overall portfolio volatility.