Glück Conviction Score™ ⓘ
WEX
WEX Inc.
Effektiv: Stark
Mittel
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
77,6
67 neu, 172 erhöht, -15337K $ netto
Aktivist
13,7
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 151.48 | -10.6 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 154.61 | -12.4 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 26 Tagen @ 144.00 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 144.25 | EMA50: 148.46 | |
| MACD-Histogramm | Bärisch | 10 % | -0.723 | Bearisch | |
| RSI(14) | Neutral | 10 % | 36.1 | Neutral (30–70) | |
| Stoch %K(14) | Bullisch | 5 % | 12.8 | Überverkauft | |
| ADX(14)+DI | Neutral | 10 % | 20.2 | +DI: 12.7 / −DI: 29.6 | |
| Z-Score(60) | Neutral | 5 % | -1.48 | In Range | |
| 52W-Position | Bärisch | 5 % | 2.9 % | Hoch 184.93 / Tief 134.02 | |
| Bollinger(20,2σ) | Bullisch | 5 % | -2.5 % | Upper 153.39 / Mid 144.66 / Lower 135.93 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.3473 | R²=0.30 / annualisiert -57.7 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | Deshaies Robert Joseph | Officer, COO, Benefits | Open Market Sale | -1.200 | 144,84 | -173.808,00 | -101,4% | |
| 2026-05-18 | GROCH JAMES R | Director | Open Market Purchase | 1.500 | 142,95 | 214.425,00 | +125,2% | |
| 2026-04-16 | Dearborn Joel Alan JR | Officer, COO, International | Open Market Sale | -3.500 | 175,00 | -612.500,00 | -357,5% | |
| 2026-04-01 | Dearborn Joel Alan JR | Officer, COO, International | Open Market Sale | -341 | 150,32 | -51.259,12 | -29,9% | |
| 2026-04-01 | Dearborn Joel Alan JR | Officer, COO, International | Open Market Sale | -168 | 151,14 | -25.391,52 | -14,8% | |
| 2026-04-01 | Dearborn Joel Alan JR | Officer, COO, International | Open Market Sale | -93 | 148,70 | -13.829,10 | -8,1% | |
| 2026-04-01 | Dearborn Joel Alan JR | Officer, COO, International | Open Market Sale | -73 | 147,93 | -10.798,89 | -6,3% | |
| 2026-04-01 | Dearborn Joel Alan JR | Officer, COO, International | Open Market Sale | -2.150 | 152,71 | -328.326,50 | -191,6% | |
| 2026-04-01 | Dearborn Joel Alan JR | Officer, COO, International | Open Market Sale | -675 | 152,42 | -102.883,50 | -60,0% | |
| 2026-03-19 | Kimball Jennifer | Officer, Chief Accounting Officer | Open Market Sale | -104 | 147,66 | -15.356,64 | -9,0% | |
| 2026-03-17 | Kimball Jennifer | Officer, Chief Accounting Officer | Open Market Sale | -715 | 157,82 | -112.841,30 | -65,9% | |
| 2026-02-25 | Trickett Sara | Officer, Chief Legal Officer | Open Market Sale | -1.815 | 149,95 | -272.159,25 | -158,9% | |
| 2026-02-24 | Deshaies Robert Joseph | Officer, COO, Benefits | Open Market Sale | -2.820 | 150,06 | -423.169,20 | -247,0% | |
| 2026-02-24 | Deshaies Robert Joseph | Officer, COO, Benefits | Open Market Sale | -332 | 151,16 | -50.185,12 | -29,3% | |
| 2026-02-24 | Deshaies Robert Joseph | Officer, COO, Benefits | Open Market Sale | -86 | 151,88 | -13.061,68 | -7,6% | |
| 2026-02-18 | Carriedo Carlos | Officer, COO, Amer. Payments & Mobility | Open Market Sale | -1.575 | 159,90 | -251.847,70 | -147,0% | |
| 2026-02-11 | Deshaies Robert Joseph | Officer, COO, Benefits | Open Market Sale | -1.032 | 166,00 | -171.312,00 | -100,0% | |
| 2025-12-18 | Kimball Jennifer | Officer, Chief Accounting Officer | Open Market Sale | -494 | 151,40 | -74.791,60 | -43,7% | |
| 2025-11-26 | Deshaies Robert Joseph | Officer, COO, Benefits | Open Market Sale | -1.506 | 149,62 | -225.327,72 | -131,5% | |
| 2025-11-13 | Smith Stephen Montgomery | Director | Open Market Purchase | 1.000 | 144,25 | 144.250,00 | +84,2% | |
| 2025-08-06 | Drew Ann Elena | Officer, Chief Risk and Compliance | Open Market Sale | -1.931 | 171,69 | -331.533,39 | -193,5% | |
| 2025-07-31 | Carriedo Carlos | Officer, COO, Amer. Payments & Mobility | Open Market Sale | -875 | 171,68 | -150.223,68 | -87,7% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 3.916.073 | 3.872.042 | 44.031 | 599.313.395 | Aufgestockt | +1,1% | |
| VANGUARD GROUP INC | 3.222.345 | 0 | 3.222.345 | 480.064.958 | Neu | +100,0% | |
| BlackRock, Inc. | 3.105.441 | 3.058.759 | 46.682 | 475.256.723 | Aufgestockt | +1,5% | |
| PAR CAPITAL MANAGEMENT INC | 2.254.984 | 2.252.000 | 2.984 | 345.102.751 | Aufgestockt | +0,1% | |
| MORGAN STANLEY | 2.100.268 | 2.111.108 | -10.840 | 321.425.510 | Reduziert | -0,5% | |
| Impactive Capital LP | 1.707.253 | 2.195.253 | -488.000 | 261.277.999 | Reduziert | -22,2% | |
| Boston Partners | 1.660.773 | 1.447.442 | 213.331 | 254.234.423 | Aufgestockt | +14,7% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.542.446 | 0 | 1.542.446 | 236.055.936 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 1.305.443 | 889.802 | 415.641 | 199.784.996 | Aufgestockt | +46,7% | |
| FMR LLC | 1.225.304 | 1.146.526 | 78.778 | 187.520.406 | Aufgestockt | +6,9% | |
| STATE STREET CORP | 1.091.413 | 1.061.776 | 29.637 | 167.029.846 | Aufgestockt | +2,8% | |
| EARNEST PARTNERS LLC | 883.005 | 889.664 | -6.659 | 135.135.085 | Reduziert | -0,7% | |
| BANK OF AMERICA CORP /DE/ | 823.681 | 725.157 | 98.524 | 126.056.114 | Aufgestockt | +13,6% | |
| LYRICAL ASSET MANAGEMENT LP | 760.936 | 773.908 | -12.972 | 116.453.645 | Reduziert | -1,7% | |
| DIMENSIONAL FUND ADVISORS LP | 686.135 | 687.655 | -1.520 | 105.012.120 | Reduziert | -0,2% | |
| Turtle Creek Asset Management Inc. | 669.335 | 422.412 | 246.923 | 102.435.028 | Aufgestockt | +58,5% | |
| GEODE CAPITAL MANAGEMENT, LLC | 655.837 | 638.957 | 16.880 | 100.390.684 | Aufgestockt | +2,6% | |
| SEI INVESTMENTS CO | 597.600 | 549.775 | 47.825 | 91.456.780 | Aufgestockt | +8,7% | |
| SG Capital Management LLC | 503.280 | 0 | 503.280 | 77.021.971 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 478.553 | 445.585 | 32.968 | 73.237.751 | Aufgestockt | +7,4% | |
| River Road Asset Management, LLC | 476.077 | 776.008 | -299.931 | 72.858.824 | Reduziert | -38,7% | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 375.110 | 408.015 | -32.905 | 59.751.161 | Reduziert | -8,1% | |
| Gotham Asset Management, LLC | 375.048 | 267.438 | 107.610 | 57.397.346 | Aufgestockt | +40,2% | |
| SNYDER CAPITAL MANAGEMENT L P | 370.664 | 348.166 | 22.498 | 56.726.419 | Aufgestockt | +6,5% | |
| FEDERATED HERMES, INC. | 362.372 | 349.451 | 12.921 | 55.457.410 | Aufgestockt | +3,7% | |
| ARIEL INVESTMENTS, LLC | 337.724 | 336.797 | 927 | 51.685.281 | Aufgestockt | +0,3% | |
| NORTHERN TRUST CORP | 332.852 | 319.456 | 13.396 | 50.939.670 | Aufgestockt | +4,2% | |
| JPMORGAN CHASE & CO | 340.834 | 0 | 340.834 | 50.777.480 | Neu | +100,0% | |
| NORGES BANK | 336.973 | 0 | 336.973 | 50.202.238 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 307.365 | 265.873 | 41.492 | 47.039.140 | Aufgestockt | +15,6% | |
| CITADEL ADVISORS LLC | 298.127 | 4.600 | 293.527 | 45.625.356 | Aufgestockt | +6381,0% | |
| UBS Group AG | 289.761 | 429.828 | -140.067 | 44.345.023 | Reduziert | -32,6% | |
| NEW SOUTH CAPITAL MANAGEMENT INC | 248.763 | 268.023 | -19.260 | 38.070.690 | Reduziert | -7,2% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 236.598 | 381.331 | -144.733 | 36.208.958 | Reduziert | -38,0% | |
| BALYASNY ASSET MANAGEMENT L.P. | 231.924 | 0 | 231.924 | 35.493.649 | Neu | +100,0% | |
| Quantinno Capital Management LP | 212.873 | 100.495 | 112.378 | 32.578.084 | Aufgestockt | +111,8% | |
| Capital World Investors | 211.240 | 95.813 | 115.427 | 32.328.170 | Aufgestockt | +120,5% | |
| Sunriver Management LLC | 203.694 | 329.177 | -125.483 | 31.173.330 | Reduziert | -38,1% | |
| Neuberger Berman Group LLC | 201.674 | 214.818 | -13.144 | 30.864.189 | Reduziert | -6,1% | |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 200.968 | 227.968 | -27.000 | 30.756.143 | Reduziert | -11,8% | |
| RICE HALL JAMES & ASSOCIATES, LLC | 180.314 | 174.138 | 6.176 | 27.595.255 | Aufgestockt | +3,5% | |
| LOOMIS SAYLES & CO L P | 175.138 | 179.578 | -4.440 | 26.803.060 | Reduziert | -2,5% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 170.261 | 45.700 | 124.561 | 26.056.743 | Aufgestockt | +272,6% | |
| Solel Partners LP | 167.000 | 167.000 | 0 | 25.557.680 | Unverändert | 0,0% | |
| GOLDMAN SACHS GROUP INC | 166.904 | 239.301 | -72.397 | 25.542.988 | Reduziert | -30,3% | |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 163.471 | 454.271 | -290.800 | 25.017.602 | Reduziert | -64,0% | |
| Longaeva Partners L.P. | 161.275 | 0 | 161.275 | 24.681.526 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 125.631 | 124.184 | 1.447 | 19.226.567 | Aufgestockt | +1,2% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 120.532 | 121.272 | -740 | 18.446.217 | Reduziert | -0,6% | |
| Point72 Asset Management, L.P. | 122.827 | 0 | 122.827 | 18.298.766 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 3.916.073 | 3.872.042 | +1,1% | 599.313.395 | 10,68 |
| BlackRock, Inc. | 3.105.441 | 3.058.759 | +1,5% | 475.256.723 | 8,47 |
| PAR CAPITAL MANAGEMENT INC | 2.254.984 | 2.252.000 | +0,1% | 345.102.751 | 6,15 |
| MORGAN STANLEY | 2.100.268 | 2.111.108 | -0,5% | 321.425.510 | 5,73 |
| Impactive Capital LP | 1.707.253 | 2.195.253 | -22,2% | 261.277.999 | 4,66 |
| Boston Partners | 1.660.773 | 1.447.442 | +14,7% | 254.234.423 | 4,53 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.542.446 | 0 | +100,0% | 236.055.936 | 4,21 |
| AQR CAPITAL MANAGEMENT LLC | 1.305.443 | 889.802 | +46,7% | 199.784.996 | 3,56 |
| FMR LLC | 1.225.304 | 1.146.526 | +6,9% | 187.520.406 | 3,34 |
| STATE STREET CORP | 1.091.413 | 1.061.776 | +2,8% | 167.029.846 | 2,98 |
| EARNEST PARTNERS LLC | 883.005 | 889.664 | -0,7% | 135.135.085 | 2,41 |
| BANK OF AMERICA CORP /DE/ | 823.681 | 725.157 | +13,6% | 126.056.114 | 2,25 |
| LYRICAL ASSET MANAGEMENT LP | 760.936 | 773.908 | -1,7% | 116.453.645 | 2,08 |
| DIMENSIONAL FUND ADVISORS LP | 686.135 | 687.655 | -0,2% | 105.012.120 | 1,87 |
| Turtle Creek Asset Management Inc. | 669.335 | 422.412 | +58,5% | 102.435.028 | 1,83 |
| GEODE CAPITAL MANAGEMENT, LLC | 655.837 | 638.957 | +2,6% | 100.390.684 | 1,79 |
| SEI INVESTMENTS CO | 597.600 | 549.775 | +8,7% | 91.456.780 | 1,63 |
| SG Capital Management LLC | 503.280 | 0 | +100,0% | 77.021.971 | 1,37 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 478.553 | 445.585 | +7,4% | 73.237.751 | 1,31 |
| River Road Asset Management, LLC | 476.077 | 776.008 | -38,7% | 72.858.824 | 1,30 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 429 | 45,1 | 6.825 |
| 31.12.2025 | ✓ | 421 | 41,0 | 6.037 |
| 30.09.2025 | ✓ | 392 | 41,6 | 6.460 |
| 30.06.2025 | ✓ | 385 | 40,1 | 5.722 |
| 31.03.2025 | ✓ | 421 | 43,0 | 6.627 |
| 31.12.2024 | ✓ | 426 | 43,5 | 7.294 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 336.973 | 50.202.238 |
| LONE PEAK GLOBAL INVESTORS LLC | 95.326 | 14.201.667 |
| NOMURA HOLDINGS INC | 68.486 | 10.203.044 |
| Triveni Capital Investments LP | 48.087 | 7.164.001 |
| ExodusPoint Capital Management, LP | 31.329 | 4.667.394 |
| 13D Management LLC | 29.350 | 4.372.563 |
| Mariner, LLC | 24.956 | 3.728.116 |
| Connor, Clark & Lunn Investment Management Ltd. | 19.487 | 2.903.173 |
| Man Group plc | 16.719 | 2.490.797 |
| Verition Fund Management LLC | 14.878 | 2.216.524 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 889.802 | 790.271 | +794.0 % | 132.562.701 |
| PAR CAPITAL MANAGEMENT INC | 2.252.000 | 400.500 | +21.6 % | 335.502.960 |
| NEW SOUTH CAPITAL MANAGEMENT INC | 268.023 | 231.158 | +627.0 % | 39.930.067 |
| Boston Partners | 1.447.442 | 174.079 | +13.7 % | 215.954.707 |
| SNYDER CAPITAL MANAGEMENT L P | 348.166 | 172.739 | +98.5 % | 51.869.771 |
| Point72 Asset Management, L.P. | 122.827 | 78.407 | +176.5 % | 18.298.766 |
| FMR LLC | 1.146.526 | 73.465 | +6.8 % | 170.809.422 |
| SEI INVESTMENTS CO | 549.775 | 53.040 | +10.7 % | 81.905.501 |
| IEQ CAPITAL, LLC | 69.052 | 51.937 | +303.5 % | 10.287.311 |
| CenterBook Partners LP | 70.834 | 50.752 | +252.7 % | 10.552.849 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 4.600 | -872.261 | -99.5 % | 685.308 |
| MORGAN STANLEY | 2.111.108 | -620.574 | -22.7 % | 314.513.143 |
| BNP PARIBAS FINANCIAL MARKETS | 20.828 | -184.325 | -89.8 % | 3.102.955 |
| Turtle Creek Asset Management Inc. | 422.412 | -169.788 | -28.7 % | 62.930.940 |
| BANK OF AMERICA CORP /DE/ | 725.157 | -153.876 | -17.5 % | 108.033.865 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 408.015 | -67.412 | -14.2 % | 63.935.909 |
| LYRICAL ASSET MANAGEMENT LP | 773.908 | -56.441 | -6.8 % | 115.296.814 |
| FEDERATED HERMES, INC. | 349.451 | -42.829 | -10.9 % | 52.061.210 |
| BARCLAYS PLC | 24.104 | -42.815 | -64.0 % | 3.591.015 |
| WELLINGTON MANAGEMENT GROUP LLP | 265.873 | -40.548 | -13.2 % | 39.609.759 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 12.05.2026 | Atlanta Capital Management Company, LLC | Passiv (13G/A) | 5,30 % | 1.846.085 | -1,20 pp | |
| 12.05.2026 | Morgan Stanley | Passiv (13G/A) | 5,80 % | 2.015.213 | -1,30 pp | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,20 % | 1.804.206 | Neu | |
| 02.04.2026 | Wolfe Lauren Taylor | Aktivist (13D/A) | 4,90 % | 1.707.253 | -0,10 pp | Item 4 is hereby amended to add the following: On March 30, 2026, Impactive filed a pre… |
| 02.04.2026 | Impactive Capital LLC | Aktivist (13D/A) | 4,90 % | 1.707.253 | -0,10 pp | Item 4 is hereby amended to add the following: On March 30, 2026, Impactive filed a pre… |
| 02.04.2026 | Asmar Christian | Aktivist (13D/A) | 4,90 % | 1.707.253 | -0,10 pp | Item 4 is hereby amended to add the following: On March 30, 2026, Impactive filed a pre… |
| 02.04.2026 | Impactive Capital LP | Aktivist (13D/A) | 4,90 % | 1.707.253 | -0,10 pp | Item 4 is hereby amended to add the following: On March 30, 2026, Impactive filed a pre… |
| 02.04.2026 | Alemany October 2025 GRAT No. 1 | Aktivist (13D/A) | 0,00 % | 6.000 | 0,00 pp | Item 4 is hereby amended to add the following: On March 30, 2026, Impactive filed a pre… |
| 02.04.2026 | Ellen R. Alemany | Aktivist (13D/A) | 0,00 % | 6.000 | 0,00 pp | Item 4 is hereby amended to add the following: On March 30, 2026, Impactive filed a pre… |
| 02.04.2026 | Kurt P. Adams | Aktivist (13D/A) | 0,00 % | 300 | 0,00 pp | Item 4 is hereby amended to add the following: On March 30, 2026, Impactive filed a pre… |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -9,49 pp | |
| 17.02.2026 | PAR Group II, L.P. | Passiv (13G/A) | 6,60 % | 2.252.000 | +1,20 pp | |
| 17.02.2026 | PAR Capital Management, Inc. | Passiv (13G/A) | 6,60 % | 2.252.000 | +1,20 pp | |
| 17.02.2026 | PAR Investment Partners, L.P. | Passiv (13G/A) | 6,60 % | 2.252.000 | +1,20 pp | |
| 09.02.2026 | Kenneth L. Cornick | Aktivist (13D/A) | 0,00 % | 7.000 | 0,00 pp | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 09.02.2026 | Impactive Capital LLC | Aktivist (13D/A) | 5,00 % | 1.707.253 | -1,40 pp | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 09.02.2026 | Wolfe Lauren Taylor | Aktivist (13D/A) | 5,00 % | 1.707.253 | -1,40 pp | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 09.02.2026 | Kurt P. Adams | Aktivist (13D/A) | Ausstieg | 0 | Neu | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 09.02.2026 | Ellen R. Alemany | Aktivist (13D/A) | 0,00 % | 6.000 | 0,00 pp | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 09.02.2026 | Impactive Capital LP | Aktivist (13D/A) | 5,00 % | 1.707.253 | -1,40 pp | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 09.02.2026 | Cornick Family Investor, LLC | Aktivist (13D/A) | 0,00 % | 7.000 | 0,00 pp | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 09.02.2026 | Asmar Christian | Aktivist (13D/A) | 5,00 % | 1.707.253 | -1,40 pp | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 09.02.2026 | Alemany October 2025 GRAT No. 1 | Aktivist (13D/A) | 0,00 % | 6.000 | 0,00 pp | Item 4 is hereby amended to add the following: On February 9, 2026, Impactive Capital M… |
| 20.10.2025 | Wolfe Lauren Taylor | Aktivist (13D/A) | 6,40 % | 2.195.253 | -0,60 pp | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | Asmar Christian | Aktivist (13D/A) | 6,40 % | 2.195.253 | -0,60 pp | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | Impactive Capital LLC | Aktivist (13D/A) | 6,40 % | 2.195.253 | -0,60 pp | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | Kushagra Saxena | Aktivist (13D/A) | 0,00 % | 621 | Neu | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | Alemany October 2025 GRAT No. 1 | Aktivist (13D/A) | 0,00 % | 6.000 | Neu | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | Kenneth L. Cornick | Aktivist (13D/A) | 0,00 % | 7.000 | Neu | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | Ellen R. Alemany | Aktivist (13D/A) | 0,00 % | 6.000 | Neu | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | Cornick Family Investor, LLC | Aktivist (13D/A) | 0,00 % | 7.000 | Neu | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | James L. Fox | Aktivist (13D/A) | 0,00 % | 1.000 | Neu | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 20.10.2025 | Impactive Capital LP | Aktivist (13D/A) | 6,40 % | 2.195.253 | -0,60 pp | Item 4 is hereby amended to add the following: Impactive Capital is a longstanding inve… |
| 14.08.2025 | JANUS HENDERSON GROUP PLC | Passiv (13G/A) | 11,30 % | 3.870.484 | +1,00 pp | |
| 14.08.2025 | Janus Henderson Enterprise Fund | Passiv (13G/A) | 7,30 % | 2.499.077 | +0,90 pp | |
| 29.07.2025 | The Vanguard Group | Passiv (13G/A) | 9,49 % | 3.250.156 | +1,15 pp | |
| 23.05.2025 | Impactive Capital LP | Aktivist (13D/A) | 7,00 % | 2.395.253 | 0,00 pp | Item 4 is hereby amended to add the following: On May 22, 2025, Impactive Capital issue… |
| 23.05.2025 | Asmar Christian | Aktivist (13D/A) | 7,00 % | 2.395.253 | 0,00 pp | Item 4 is hereby amended to add the following: On May 22, 2025, Impactive Capital issue… |
| 23.05.2025 | Impactive Capital LLC | Aktivist (13D/A) | 7,00 % | 2.395.253 | 0,00 pp | Item 4 is hereby amended to add the following: On May 22, 2025, Impactive Capital issue… |
| 23.05.2025 | Wolfe Lauren Taylor | Aktivist (13D/A) | 7,00 % | 2.395.253 | 0,00 pp | Item 4 is hereby amended to add the following: On May 22, 2025, Impactive Capital issue… |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 04.06.2025 | Kelly Louise Morrison | – | House | Verkauf | $1,001 – $15,000 |
| 04.06.2025 | Kelly Louise Morrison | – | House | Verkauf | $1,001 – $15,000 |
| 04.06.2025 | Kelly Louise Morrison | – | House | Verkauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
WEX Inc. erbringt Finanz-Technologie-Dienstleistungen in den Vereinigten Staaten und international. Es betreibt drei Segmente: Fleet Solutions, Travel and Corporate Solutions und Health and Employee Benefit Solutions. Das Fleet Solutions-Segment bietet Zahlungsverarbeitungsdienste für Flottenfahrzeuge an. Zu seinen Dienstleistungen gehören Kunden-, Kontoaktivierungs- und Kontobindungsdienste; Autorisierungs- und Abrechnungsabfragedienste sowie Kontowartungsdienste; Kredit- und Inkassodienstleistungen; Handelsdienste; Analyselösungen mit Zugang zu einer webgestützten Datenanalytik-Plattform, die Einblicke für Flottenmanager bietet; sowie Zusatzdienste und Werkzeuge für Flotten zur Verwaltung von Ausgaben und Kapitalanforderungen. Dieses Segment vermarktet seine Produkte direkt und indirekt an kommerzielle und staatliche Flottenfahrzeugkunden mit kleinen, mittleren und großen Flotten sowie mit Überland- und Langstreckenflotten; und indirekt durch Co-Branding- und Private-Label-Beziehungen. Das Travel and Corporate Solutions-Segment bietet Zahlungslösungen, darunter eingebettete Zahlungen; sowie Automatisierung von Kreditorenkonten und Ausgabenverwaltungslösungen. Zu seinen Produkten gehören virtuelle Karten, die für Transaktionen verwendet werden, bei denen keine Karte präsentiert wird. Dieses Segment vermarktet seine Produkte direkt und indirekt an kommerzielle und staatliche Organisationen. Das Health and Employee Benefit Solutions-Segment bietet Gesundheitsleistungsprodukte und Software-as-a-Service-Plattformen für verbrauchergesteuerte Gesundheitsmärkte sowie Lohn- und Arbeitnehmervorteilsprodukte in Brasilien. Dieses Segment vermarktet seine Produkte über Krankenkassen, Drittverwalter, Finanzinstitute, Lohnunternehmen, Leistungsberater, Softwareanbieter und Einzelpersonen. Das Unternehmen war früher als Wright Express Corporation bekannt und änderte seinen Namen im Oktober 2012 in WEX Inc. WEX Inc. wurde 1983 gegründet und hat seinen Sitz in Portland, Maine.
Unternehmen & Branche
| Name | WEX Inc. |
|---|---|
| Ticker | WEX |
| CIK | 0001309108 |
| Boerse | NYSE |
| Sektor | Technology |
| Industrie | Software - Infrastructure |
| SIC | 7389 · Services-Business Services, NEC |
Wertpapier & Kennzahlen
| CUSIP | 96208t104 |
|---|---|
| ISIN | US96208T1043 |
| Typ | Common Stock |
| Marktkapitalisierung | 4,59 Mrd. USD |
| KGV (P/E) | 15,80 |
| Beta | 0,85 |
Bewertung
| KBV (P/B) | 3,72 vs. 3,42 (2021) ▲ |
|---|---|
| KUV (P/S) | 1,72 vs. 3,40 (2021) ▼ |
| EV/EBITDA | 8,6 vs. 14,1 (2021) ▼ |
| FCF-Rendite | 6,8 % vs. -2,0 % (2021) ▲ |
| Buyback-Rendite | 17,4 % vs. 0,0 % (2021) ▲ |
Qualität & Bilanz
| Bruttomarge | 58,6 % vs. 62,1 % (2021) ▼ |
|---|---|
| Operative Marge | 25,0 % vs. 18,5 % (2021) ▲ |
| Nettomarge | 11,4 % vs. 7,3 % (2021) ▲ |
| ROIC | 4,9 % vs. 2,8 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 4,0 vs. 3,8 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 3,42 | 4,29 | 4,48 | 4,59 | 4,14 | |
| KUV (P/S) | 3,40 | 3,01 | 3,20 | 2,60 | 1,92 | |
| EV/EBITDA | 14,1 | 12,2 | 12,0 | 10,6 | 9,2 | |
| FCF-Rendite | -2,0 % | 8,0 % | 9,4 % | 4,9 % | 6,1 % | |
| Buyback-Rendite | 0,0 % | 4,0 % | 3,7 % | 9,5 % | 15,7 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 62,1 % | 60,4 % | 61,8 % | 60,5 % | 58,6 % | |
| Operative Marge | 18,5 % | 20,0 % | 25,4 % | 26,1 % | 25,0 % | |
| Nettomarge | 7,3 % | 7,1 % | 10,5 % | 11,8 % | 11,4 % | |
| ROIC | 2,8 % | 3,8 % | 4,6 % | 5,2 % | 4,9 % | |
| Nettoverschuldung/EBITDA | 3,8 | 2,6 | 3,2 | 3,8 | 4,0 | |
| Zinsdeckungsgrad | 2,7 | 3,6 | – | – | – | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 673.800.000 | 77.700.000 | 2,22 | 15.425.300.000 | 1.274.400.000 |
| 2025-12-31 | 10-K | 2.660.800.000 | 304.100.000 | 8,47 | 14.399.500.000 | 1.234.500.000 |
| 2025-09-30 | 10-Q | 691.800.000 | 80.300.000 | 2,30 | 14.433.300.000 | 1.118.400.000 |
| 2025-06-30 | 10-Q | 659.600.000 | 68.100.000 | 1,98 | 14.673.500.000 | 978.700.000 |
| 2025-03-31 | 10-Q | 636.600.000 | 71.500.000 | 1,81 | 13.964.400.000 | 810.400.000 |
| 2024-12-31 | 10-K | 2.628.100.000 | 309.600.000 | 7,50 | 13.321.600.000 | 1.488.800.000 |
| 2024-09-30 | 10-Q | 665.500.000 | 102.900.000 | 2,52 | 13.961.400.000 | 1.677.500.000 |
| 2024-06-30 | 10-Q | 673.500.000 | 77.000.000 | 1,83 | 14.246.900.000 | 1.783.500.000 |
| 2024-03-31 | 10-Q | 652.700.000 | 65.800.000 | 1,55 | 14.421.800.000 | 1.777.700.000 |
| 2023-12-31 | 10-K | 2.548.000.000 | 266.600.000 | 6,16 | 13.882.100.000 | 1.820.600.000 |
| 2023-09-30 | 10-Q | 651.400.000 | 18.400.000 | 0,42 | 13.900.400.000 | 1.696.300.000 |
| 2023-06-30 | 10-Q | 621.300.000 | 95.300.000 | 2,20 | 13.348.000.000 | 1.768.700.000 |
| 2023-03-31 | 10-Q | 612.000.000 | 68.000.000 | 1,56 | 12.727.300.000 | 1.670.500.000 |
| 2022-12-31 | 10-K | 2.350.500.000 | 167.200.000 | 4,50 | 11.529.200.000 | 1.649.500.000 |
| 2022-09-30 | 10-Q | 616.100.000 | -44.100.000 | -1,00 | 11.909.148.000 | |
| 2022-06-30 | 10-Q | 598.200.000 | 34.100.000 | 0,76 | 12.322.921.000 | |
| 2022-03-31 | 10-Q | 517.500.000 | 88.500.000 | 2,71 | 11.333.392.000 | |
| 2021-12-31 | 10-K | 1.850.500.000 | 135.300.000 | 0,00 | 10.306.828.000 | 1.838.773.000 |
| 2021-09-30 | 10-Q | 482.764.000 | 51.734.000 | 1,07 | 9.514.131.000 | 1.844.245.000 |
| 2021-06-30 | 10-Q | 459.483.000 | 9.967.000 | -0,76 | 9.227.610.000 | 1.794.922.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Payment Processing Revenue | 1,1 Mrd. | 1,2 Mrd. | 1,2 Mrd. | 1,2 Mrd. | 859,0 Mio. | 42,9 % | -4,8% | |
| Account Servicing Revenue | 726,0 Mio. | 690,6 Mio. | 646,4 Mio. | 569,3 Mio. | 526,9 Mio. | 27,3 % | +5,1% | |
| Product And Service Other | 470,7 Mio. | 438,9 Mio. | 373,7 Mio. | 264,9 Mio. | – | 17,7 % | +7,2% | |
| Finance Fee Revenue | 321,3 Mio. | 298,2 Mio. | 314,2 Mio. | 360,5 Mio. | 255,3 Mio. | 12,1 % | +7,7% | |
| Other Revenue | – | – | – | – | 209,4 Mio. | – | – |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| US | 2,3 Mrd. | 2,3 Mrd. | 2,2 Mrd. | 2,1 Mrd. | 1,6 Mrd. | 87,8 % | +2,0% | |
| Non Us | 325,0 Mio. | 338,7 Mio. | 354,2 Mio. | 288,5 Mio. | – | 12,2 % | -4,0% | |
| Other International | – | – | – | – | 207,8 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 23.04.2026 | 673,8 Mio. USD | 2,22 |
| Q3 2025 | 30.09.2025 | 30.10.2025 | 691,8 Mio. USD | 2,30 |
| Q2 2025 | 30.06.2025 | 30.10.2025 | 659,6 Mio. USD | 1,98 |
| Q1 2025 | 31.03.2025 | 23.04.2026 | 636,6 Mio. USD | 1,81 |
| Q3 2024 | 30.09.2024 | 30.10.2025 | 665,5 Mio. USD | 2,52 |
| Q2 2024 | 30.06.2024 | 30.10.2025 | 673,5 Mio. USD | 1,83 |
| Q1 2024 | 31.03.2024 | 30.10.2025 | 652,7 Mio. USD | 1,55 |
| Q3 2023 | 30.09.2023 | 24.10.2024 | 651,4 Mio. USD | 0,42 |
| Q2 2023 | 30.06.2023 | 24.10.2024 | 621,3 Mio. USD | 2,20 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 23.04.2026 | 10-Q | – | – | SEC » |
| 13.02.2026 | 10-K | 31.12.2025 | 44 Tage | SEC » |
| 30.10.2025 | 10-Q | 30.09.2025 | 30 Tage | SEC » |
| 24.07.2025 | 10-Q | 30.06.2025 | 24 Tage | SEC » |
| 01.05.2025 | 10-Q | 31.03.2025 | 31 Tage | SEC » |
| 20.02.2025 | 10-K | 31.12.2024 | 51 Tage | SEC » |
| 24.10.2024 | 10-Q | 30.09.2024 | 24 Tage | SEC » |
| 25.07.2024 | 10-Q | 30.06.2024 | 25 Tage | SEC » |
| 25.04.2024 | 10-Q | 31.03.2024 | 25 Tage | SEC » |
| 23.02.2024 | 10-K | 31.12.2023 | 54 Tage | SEC » |
| 27.10.2023 | 10-Q | 30.09.2023 | 27 Tage | SEC » |
| 27.07.2023 | 10-Q | 30.06.2023 | 27 Tage | SEC » |
| 27.04.2023 | 10-Q | 31.03.2023 | 27 Tage | SEC » |
| 28.02.2023 | 10-K | 31.12.2022 | 59 Tage | SEC » |
| 28.10.2022 | 10-Q | 30.09.2022 | 28 Tage | SEC » |
| 29.07.2022 | 10-Q | 30.06.2022 | 29 Tage | SEC » |
| 03.05.2022 | 10-Q | 31.03.2022 | 33 Tage | SEC » |
| 01.03.2022 | 10-K | 31.12.2021 | 60 Tage | SEC » |
| 09.11.2021 | 10-Q | 30.09.2021 | 40 Tage | SEC » |
| 04.08.2021 | 10-Q | 30.06.2021 | 35 Tage | SEC » |
| 06.05.2021 | 10-Q | 31.03.2021 | 36 Tage | SEC » |
| 01.03.2021 | 10-K | 31.12.2020 | 60 Tage | SEC » |
| 09.11.2020 | 10-Q | 30.09.2020 | 40 Tage | SEC » |
| 05.08.2020 | 10-Q | 30.06.2020 | 36 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 12.01.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 20.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.01.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 below. A copy of the release is attached as Exhibit 99.1 and is incorporated by reference herein in its… |
| 28.10.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.08.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 10.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 29.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.03.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 the appointment of a new director, Stephen Smith, to the Board of Directors (the “Board”) of the Company… |