WESCO International (NYSE:WCC) Shares Gap Down Following Weak Earnings

WESCO International, Inc. (NYSE:WCC) shares gapped down prior to trading on Tuesday following a dissappointing earnings announcement. The stock had previously closed at $301.69, but opened at $276.64. WESCO International shares last traded at $278.7750, with a volume of 486,012 shares.

The technology company reported $3.40 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.82 by ($0.42). WESCO International had a net margin of 2.81% and a return on equity of 13.12%. The business had revenue of $6.07 billion during the quarter, compared to the consensus estimate of $6.03 billion. During the same quarter last year, the business earned $3.16 EPS. The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. WESCO International has set its FY 2026 guidance at 14.500-16.500 EPS.

WESCO International Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, December 12th were issued a $0.4538 dividend. This represents a $1.82 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Friday, December 12th. WESCO International’s dividend payout ratio is presently 14.27%.

Key WESCO International News

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

• Positive Sentiment: Record sales, strong revenue growth and backlog expansion: WESCO reported record Q4 net sales of ~$6.1B (up ~10% YoY) and record full‑year net sales of ~$23.5B, with data center sales showing large double‑digit gains — evidence of demand strength across core end markets. Wesco International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Dividend raise and cash‑flow target: management announced an annual common dividend increase of over 10% to $2.00 and guided free cash flow of $500–$800M for FY2026, which supports shareholder returns and signals confidence in cash generation. Wesco International Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Leadership transition: WESCO announced CFO Dave Schulz will retire in May and Indraneel “Neel” Dev will succeed him as EVP & CFO — a planned, announced change that reduces surprise risk but bears watching for execution through the transition. WESCO International, Inc. Announces Upcoming Retirement of Dave Schulz, EVP and CFO, and Appointment of Indraneel Dev as EVP and CFO
• Neutral Sentiment: Positive thematic coverage: a recent analyst piece reiterated WESCO’s multi‑year growth attributes and secular tailwinds (distribution, data center exposure), supporting the longer‑term bull case. Wesco International (WCC) is an Incredible Growth Stock: 3 Reasons Why
• Negative Sentiment: Quarterly EPS missed expectations: WESCO reported $3.40 EPS vs. the consensus ~$3.82, a shortfall that pressured the stock despite revenue strength. Wesco International (WCC) Q4 Earnings Miss Estimates
• Negative Sentiment: FY2026 EPS guide comes in light of Street: management set FY2026 adjusted EPS at $14.50–$16.50 versus a consensus near $16.14, signaling more conservative profit expectations and contributing to downside pressure. Revenue guidance range roughly in line, but the EPS range is the main miss. Wesco International: Q4 Earnings Snapshot
• Negative Sentiment: Immediate market reaction: headlines highlight the profit shortfall outweighing solid revenue growth and report that shares slid after the print — consistent with intraday selling pressure. Wesco shares slide after Q4 profit shortfall eclipses solid revenue growth

Analysts Set New Price Targets

WCC has been the subject of several recent research reports. Weiss Ratings reissued a “hold (c+)” rating on shares of WESCO International in a research note on Wednesday, January 21st. Wall Street Zen cut WESCO International from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. JPMorgan Chase & Co. raised their price target 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. Barclays increased their price objective on shares of WESCO International from $274.00 to $302.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Finally, Royal Bank Of Canada upgraded WESCO International from a “sector perform” rating to an “outperform” rating and increased their price target for the stock from $262.00 to $302.00 in a report on Wednesday, November 19th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $266.00.

Institutional Investors Weigh In On WESCO International

A number of hedge funds have recently added to or reduced their stakes in the company. SG Americas Securities LLC boosted its stake in WESCO International by 172.5% during the 3rd quarter. SG Americas Securities LLC now owns 10,742 shares of the technology company’s stock valued at $2,272,000 after purchasing an additional 6,800 shares during the last quarter. Regency Capital Management Inc. DE bought a new position in WESCO International during the 3rd quarter valued at $3,215,000. Norman Fields Gottscho Capital Management LLC grew its stake in shares of WESCO International by 112.7% in the 3rd quarter. Norman Fields Gottscho Capital Management LLC now owns 13,785 shares of the technology company’s stock worth $2,916,000 after acquiring an additional 7,303 shares in the last quarter. Third Avenue Management LLC lifted its position in shares of WESCO International by 35.6% during the second quarter. Third Avenue Management LLC now owns 20,093 shares of the technology company’s stock valued at $3,721,000 after purchasing an additional 5,271 shares in the last quarter. Finally, Pacer Advisors Inc. purchased a new position in WESCO International during the third quarter worth about $1,923,000. Institutional investors and hedge funds own 93.75% of the company’s stock.

WESCO International Stock Down 7.7%

The company has a current ratio of 2.09, a quick ratio of 1.20 and a debt-to-equity ratio of 1.18. The firm has a market capitalization of $13.54 billion, a P/E ratio of 21.85, a P/E/G ratio of 2.00 and a beta of 1.45. The stock’s 50-day simple moving average is $272.54 and its 200-day simple moving average is $242.21.

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.