WESCO International, Inc. $WCC Shares Sold by New South Capital Management Inc.

New South Capital Management Inc. trimmed its holdings in WESCO International, Inc. (NYSE:WCC) by 0.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 623,379 shares of the technology company’s stock after selling 3,070 shares during the period. WESCO International accounts for about 6.0% of New South Capital Management Inc.’s investment portfolio, making the stock its 3rd largest position. New South Capital Management Inc.’s holdings in WESCO International were worth $131,845,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in WCC. SG Americas Securities LLC grew its holdings in WESCO International by 172.5% in the 3rd quarter. SG Americas Securities LLC now owns 10,742 shares of the technology company’s stock valued at $2,272,000 after buying an additional 6,800 shares during the period. Regency Capital Management Inc. DE purchased a new position in WESCO International in the third quarter valued at approximately $3,215,000. Norman Fields Gottscho Capital Management LLC lifted its holdings in shares of WESCO International by 112.7% during the 3rd quarter. Norman Fields Gottscho Capital Management LLC now owns 13,785 shares of the technology company’s stock valued at $2,916,000 after acquiring an additional 7,303 shares in the last quarter. Third Avenue Management LLC boosted its position in shares of WESCO International by 35.6% in the second quarter. Third Avenue Management LLC now owns 20,093 shares of the technology company’s stock worth $3,721,000 after buying an additional 5,271 shares during the period. Finally, Pacer Advisors Inc. purchased a new position in WESCO International in the 3rd quarter worth approximately $1,923,000. 93.75% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. Weiss Ratings restated a “hold (c+)” rating on shares of WESCO International in a report on Wednesday, January 21st. Barclays raised their price objective on WESCO International from $302.00 to $313.00 and gave the stock an “overweight” rating in a research note on Thursday. Royal Bank Of Canada lifted their target price on WESCO International from $316.00 to $335.00 and gave the company an “outperform” rating in a research note on Wednesday. JPMorgan Chase & Co. increased their price objective on shares of WESCO International from $260.00 to $290.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Finally, Wall Street Zen downgraded WESCO International from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $276.00.

WESCO International Trading Down 2.3%

Shares of NYSE WCC opened at $296.02 on Friday. WESCO International, Inc. has a one year low of $125.21 and a one year high of $319.67. The company has a current ratio of 2.20, a quick ratio of 1.20 and a debt-to-equity ratio of 1.15. The firm has a market capitalization of $14.40 billion, a PE ratio of 22.67, a PEG ratio of 1.93 and a beta of 1.45. The business has a 50-day moving average price of $274.05 and a two-hundred day moving average price of $243.50.

WESCO International (NYSE:WCC) last issued its quarterly earnings data on Tuesday, February 10th. The technology company reported $3.40 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.82 by ($0.42). The business had revenue of $6.07 billion during the quarter, compared to the consensus estimate of $6.03 billion. WESCO International had a return on equity of 13.00% and a net margin of 2.72%.The company’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.16 earnings per share. WESCO International has set its FY 2026 guidance at 14.500-16.500 EPS. As a group, analysts predict that WESCO International, Inc. will post 13.3 earnings per share for the current fiscal year.

WESCO International Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Friday, December 12th were paid a dividend of $0.4538 per share. The ex-dividend date was Friday, December 12th. This represents a $1.82 dividend on an annualized basis and a yield of 0.6%. WESCO International’s payout ratio is currently 13.94%.

Key WESCO International News

Here are the key news stories impacting WESCO International this week:

• Positive Sentiment: Analysts lifted targets and ratings — Barclays raised its price target to $313 and kept an “overweight” rating, implying upside from current levels. Barclays raises WCC target
• Positive Sentiment: Royal Bank of Canada raised its target to $335 and maintains an “outperform” rating, signaling bullish analyst sentiment that could support the stock. RBC raises WCC target
• Positive Sentiment: WESCO reported record 2025 results and raised its dividend — reinforces cash generation and shareholder return profile. Record 2025 results and dividend raise
• Positive Sentiment: Company set FY‑2026 EPS guidance of $14.50–$16.50 and provided an upbeat outlook for revenues, margins and cash flow — management guidance exceeds current street estimates, which is constructive for forward earnings expectations. Zacks on guidance and outlook
• Neutral Sentiment: CFO transition announced with a new appointment — succession clarity is provided but any transition can create short‑term uncertainty until the new CFO is established. CFO transition announcement
• Neutral Sentiment: Analyst commentary highlighting WESCO as a potential momentum pick — may attract growth/momentum buyers but does not change fundamentals by itself. Momentum thesis article
• Negative Sentiment: Q4 EPS missed expectations (reported $3.40 vs. est. $3.82) — the earnings miss triggered an immediate negative market reaction despite revenue growth, pressuring the stock. Earnings miss and share reaction
• Negative Sentiment: Market reaction coverage frames the quarter as “mixed” (earnings miss vs. record results and leadership change), amplifying selling pressure in the short term. Yahoo on mixed results and decline

WESCO International Company Profile

WESCO International, Inc is a leading global distributor of electrical, industrial, communications and utility products, serving a diverse customer base across maintenance, repair and operations (MRO), original equipment manufacturing (OEM) and construction markets. The company offers a comprehensive portfolio of products ranging from power distribution and automation solutions to data communications, security systems and lighting controls. Through an extensive branch network, WESCO provides critical components and value‐added services that help organizations streamline operations and improve reliability in their facilities and infrastructure.

In addition to its broad product offering, WESCO delivers advanced supply chain management and logistics solutions designed to optimize inventory levels, reduce downtime and lower overall procurement costs.