Impax Asset Management Group plc Takes Position in WESCO International, Inc. $WCC

Impax Asset Management Group plc purchased a new position in WESCO International, Inc. (NYSE:WCC) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 5,117 shares of the technology company’s stock, valued at approximately $1,082,000.

A number of other hedge funds also recently bought and sold shares of WCC. Root Financial Partners LLC acquired a new position in shares of WESCO International in the third quarter worth about $37,000. First Horizon Advisors Inc. lifted its position in shares of WESCO International by 129.7% in the 2nd quarter. First Horizon Advisors Inc. now owns 232 shares of the technology company’s stock valued at $43,000 after acquiring an additional 131 shares in the last quarter. GAMMA Investing LLC boosted its stake in WESCO International by 33.0% in the 3rd quarter. GAMMA Investing LLC now owns 589 shares of the technology company’s stock worth $125,000 after purchasing an additional 146 shares during the period. EverSource Wealth Advisors LLC grew its position in WESCO International by 95.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 753 shares of the technology company’s stock worth $139,000 after purchasing an additional 368 shares in the last quarter. Finally, Transcend Capital Advisors LLC acquired a new stake in WESCO International during the 3rd quarter valued at $204,000. 93.75% of the stock is owned by hedge funds and other institutional investors.

WESCO International News Roundup

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 Price Performance

NYSE WCC opened at $296.02 on Friday. The company has a quick ratio of 1.20, a current ratio of 2.20 and a debt-to-equity ratio of 1.15. The stock has a market capitalization of $14.40 billion, a PE ratio of 22.67, a price-to-earnings-growth ratio of 1.93 and a beta of 1.45. WESCO International, Inc. has a 12-month low of $125.21 and a 12-month high of $319.67. The company 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 announced its quarterly earnings results on Tuesday, February 10th. The technology company reported $3.40 EPS for the quarter, missing the consensus estimate of $3.82 by ($0.42). WESCO International had a return on equity of 13.00% and a net margin of 2.72%.The business had revenue of $6.07 billion for the quarter, compared to analyst estimates of $6.03 billion. During the same quarter last year, the company earned $3.16 EPS. The business’s revenue for the quarter 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. As a group, equities analysts predict that WESCO International, Inc. will post 13.3 earnings per share for the current fiscal year.

WESCO International Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Friday, December 12th were given a $0.4538 dividend. 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 payout ratio is currently 13.94%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. Royal Bank Of Canada raised their target price on WESCO International from $316.00 to $335.00 and gave the stock an “outperform” rating in a research report on Wednesday. KeyCorp set a $340.00 price objective on WESCO International in a research report on Wednesday. Wall Street Zen cut WESCO International from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Barclays upped their target price on WESCO International from $302.00 to $313.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of WESCO International in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $276.00.

WESCO International 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.