Vista Investment Management Buys New Position in WESCO International, Inc. $WCC

Vista Investment Management purchased a new position in shares of WESCO International, Inc. (NYSE:WCC) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 13,199 shares of the technology company’s stock, valued at approximately $4,559,000. WESCO International accounts for about 1.4% of Vista Investment Management’s investment portfolio, making the stock its 18th largest holding.

Several other hedge funds have also made changes to their positions in the business. Vaughan Nelson Investment Management L.P. increased its stake in WESCO International by 8.4% during the 1st quarter. Vaughan Nelson Investment Management L.P. now owns 404,730 shares of the technology company’s stock worth $110,742,000 after buying an additional 31,210 shares during the period. Geode Capital Management LLC lifted its holdings in WESCO International by 1.7% during the 4th quarter. Geode Capital Management LLC now owns 864,237 shares of the technology company’s stock worth $211,473,000 after buying an additional 14,739 shares in the last quarter. BlackRock Inc. purchased a new position in WESCO International in the 2nd quarter valued at approximately $3,094,634,000. Van Lanschot Kempen Investment Management N.V. boosted its position in WESCO International by 74.8% in the 4th quarter. Van Lanschot Kempen Investment Management N.V. now owns 186,012 shares of the technology company’s stock valued at $45,506,000 after buying an additional 79,612 shares during the period. Finally, Aureus Asset Management LLC acquired a new position in shares of WESCO International in the fourth quarter worth $5,916,000. Institutional investors and hedge funds own 93.75% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on WCC shares. Royal Bank Of Canada increased their price objective on WESCO International from $421.00 to $430.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Stephens raised WESCO International from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $350.00 to $400.00 in a research note on Tuesday, July 14th. Weiss Ratings upgraded WESCO International from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, August 17th. DA Davidson began coverage on WESCO International in a report on Tuesday, June 16th. They set a “buy” rating and a $440.00 price target on the stock. Finally, Wall Street Zen lowered WESCO International from a “buy” rating to a “hold” rating in a research report on Sunday, July 12th. One investment analyst has rated the stock with a Strong Buy rating and eight have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $374.29.

WESCO International Stock Up 3.2%

WCC stock opened at $348.92 on Friday. The company has a current ratio of 2.09, a quick ratio of 1.23 and a debt-to-equity ratio of 1.13. WESCO International, Inc. has a twelve month low of $203.40 and a twelve month high of $385.37. The company’s 50 day moving average is $343.56 and its two-hundred day moving average is $322.64. The stock has a market cap of $17.00 billion, a P/E ratio of 24.11, a PEG ratio of 2.08 and a beta of 1.54.

WESCO International (NYSE:WCC) last issued its earnings results on Thursday, July 30th. The technology company reported $4.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.98 by $0.59. The business had revenue of $6.67 billion during the quarter, compared to analysts’ expectations of $6.44 billion. WESCO International had a net margin of 2.84% and a return on equity of 14.95%. The company’s revenue for the quarter was up 13.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.83 EPS. WESCO International has set its FY 2026 guidance at 16.000-17.500 EPS. Research analysts expect that WESCO International, Inc. will post 16.77 earnings per share for the current fiscal year.

WESCO International Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, June 12th were given a dividend of $0.50 per share. The ex-dividend date was Friday, June 12th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.6%. WESCO International’s payout ratio is 13.82%.

Insiders Place Their Bets

In other news, Director Laura K. Thompson sold 270 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $368.45, for a total value of $99,481.50. Following the completion of the sale, the director directly owned 10,720 shares of the company’s stock, valued at approximately $3,949,784. This represents a 2.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Akash Khurana sold 3,400 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $366.78, for a total value of $1,247,052.00. Following the sale, the executive vice president directly owned 27,404 shares of the company’s stock, valued at approximately $10,051,239.12. This represents a 11.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 2.60% of the stock is currently owned by corporate insiders.

More WESCO International News

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

• Positive Sentiment: Zacks raises earnings forecasts: Zacks Research increased its EPS estimates across multiple periods, including fiscal 2026 to $16.50 from $15.69, fiscal 2027 to $18.58 from $17.63, and fiscal 2028 to $21.24 from $20.37. Quarterly estimates were also raised, with Q3 2026 EPS lifted to $4.45 and Q4 2026 EPS to $4.11. The revisions indicate improving expectations for WESCO’s earnings growth. Zacks maintains a “Strong Buy” rating. Zacks Best Value Stocks article
• Positive Sentiment: Longer-term growth expectations improved: Zacks raised estimates for Q1 and Q2 2027, Q3 and Q4 2027, and Q1 and Q2 2028. The higher forecasts point to an expectation that recent operating momentum can continue beyond the current year, potentially supporting WCC’s valuation.
• Positive Sentiment: Recent fundamentals remain strong: WESCO’s latest quarterly results exceeded expectations, with EPS of $4.57 versus the $3.98 consensus estimate and revenue of $6.67 billion versus $6.44 billion. Revenue increased 13% year over year, while the company’s fiscal 2026 guidance remains $16.00-$17.50 per share.
• Positive Sentiment: Analyst and institutional support: Recent analyst actions included higher price targets from Barclays and RBC, while hedge funds and other institutions own approximately 93.75% of WCC shares. New or increased positions by large investors may reinforce market confidence.
• Neutral Sentiment: Dividend provides modest income: WESCO pays a quarterly dividend of $0.50, or $2.00 annualized, representing a yield of about 0.6%. The low payout ratio leaves room for reinvestment but makes the dividend a relatively minor stock-price driver.
• Negative Sentiment: Executive insider sale: EVP Akash Khurana sold 3,400 shares for approximately $1.25 million, reducing his holdings by 11.04%. The transaction could weigh modestly on sentiment, although a single insider sale does not necessarily signal deteriorating business prospects. WESCO insider sale article

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.