New South Capital Management Inc. Has $131.85 Million Holdings in WESCO International, Inc. $WCC

New South Capital Management Inc. lowered its holdings in shares of WESCO International, Inc. (NYSE:WCC) by 0.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 623,379 shares of the technology company’s stock after selling 3,070 shares during the quarter. WESCO International makes up 6.0% of New South Capital Management Inc.’s portfolio, making the stock its 3rd biggest holding. New South Capital Management Inc. owned approximately 1.28% of WESCO International worth $131,845,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Rhumbline Advisers grew its holdings in shares of WESCO International by 4.9% in the third quarter. Rhumbline Advisers now owns 127,991 shares of the technology company’s stock valued at $27,070,000 after purchasing an additional 5,961 shares in the last quarter. Impax Asset Management Group plc purchased a new stake in shares of WESCO International in the third quarter worth approximately $1,082,000. Jones Financial Companies Lllp lifted its position in shares of WESCO International by 49.5% during the third quarter. Jones Financial Companies Lllp now owns 7,899 shares of the technology company’s stock worth $1,689,000 after purchasing an additional 2,617 shares during the last quarter. Transcend Capital Advisors LLC purchased a new position in WESCO International in the 3rd quarter worth about $204,000. Finally, New York State Common Retirement Fund raised its stake in shares of WESCO International by 5.4% during the third quarter. New York State Common Retirement Fund now owns 36,660 shares of the technology company’s stock valued at $7,754,000 after acquiring an additional 1,866 shares in the last quarter. Institutional investors own 93.75% of the company’s stock.

Trending Headlines about WESCO International

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the stock. KeyCorp set a $340.00 price objective on shares of WESCO International in a research note on Wednesday. Weiss Ratings restated a “hold (c+)” rating on shares of WESCO International in a research note on Wednesday, January 21st. Barclays raised their price target on shares of WESCO International from $302.00 to $313.00 and gave the stock an “overweight” rating in a report on Thursday. Wall Street Zen downgraded WESCO International from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Finally, Royal Bank Of Canada raised their target price on shares of WESCO International from $316.00 to $335.00 and gave the stock an “outperform” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, WESCO International has an average rating of “Moderate Buy” and an average price target of $276.00.

WESCO International Trading Down 2.3%

Shares of WESCO International stock opened at $296.02 on Friday. The stock has a 50 day moving average of $274.05 and a 200 day moving average of $243.50. The company has a debt-to-equity ratio of 1.15, a quick ratio of 1.20 and a current ratio of 2.20. The firm has a market capitalization of $14.40 billion, a price-to-earnings ratio of 22.67, a PEG ratio of 1.93 and a beta of 1.45. WESCO International, Inc. has a fifty-two week low of $125.21 and a fifty-two week high of $319.67.

WESCO International (NYSE:WCC) last issued its quarterly earnings results 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 for the quarter, compared to analysts’ expectations of $6.03 billion. WESCO International had a return on equity of 13.00% and a net margin of 2.72%.The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same quarter last year, the company earned $3.16 earnings per share. WESCO International has set its FY 2026 guidance at 14.500-16.500 EPS. As a group, research analysts predict that WESCO International, Inc. will post 13.3 earnings per share for the current year.

WESCO International Announces Dividend

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

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.