Seizert Capital Partners LLC Reduces Position in WESCO International, Inc. $WCC

Key Points

• Seizert Capital Partners cut its stake in WESCO by 28.4% in Q4, selling 52,526 shares and leaving it with 132,650 shares valued at about $32.45 million (≈0.27% of the company).
• WESCO delivered a strong Q1—adjusted EPS $3.37 vs. $2.88 consensus and revenue ~$6.08B (≈+14% Y/Y)—and raised FY2026 guidance, driven by record sales, ~70% Y/Y growth in data‑center sales and a 22% backlog increase, which spurred analyst price‑target upgrades.
• Insider trades included EVP Diane Lazzaris selling 17,294 shares for roughly $5.27M while EVP Daniel Castillo bought 1,400 shares; insiders sold 20,114 shares in the quarter and now own about 2.6% of the stock.

Seizert Capital Partners LLC cut its stake in WESCO International, Inc. (NYSE:WCC - Free Report) by 28.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 132,650 shares of the technology company's stock after selling 52,526 shares during the period. Seizert Capital Partners LLC owned about 0.27% of WESCO International worth $32,451,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in WCC. Cornerstone Planning Group LLC lifted its holdings in shares of WESCO International by 92.7% in the 4th quarter. Cornerstone Planning Group LLC now owns 106 shares of the technology company's stock valued at $26,000 after purchasing an additional 51 shares during the last quarter. Brown Brothers Harriman & Co. grew its stake in WESCO International by 166.0% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 133 shares of the technology company's stock worth $28,000 after buying an additional 83 shares during the last quarter. Rothschild Investment LLC increased its position in WESCO International by 788.2% during the third quarter. Rothschild Investment LLC now owns 151 shares of the technology company's stock worth $32,000 after buying an additional 134 shares during the period. Torren Management LLC acquired a new position in WESCO International during the fourth quarter worth approximately $32,000. Finally, Root Financial Partners LLC purchased a new stake in WESCO International in the third quarter valued at approximately $37,000. Hedge funds and other institutional investors own 93.75% of the company's stock.

Key WESCO International News

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

• Positive Sentiment: Q1 results beat expectations — adjusted EPS $3.37 vs. $2.88 consensus and revenue of ~$6.08B (up ~14% Y/Y). Management highlighted record sales, stronger margins and robust operating and free cash flow, which supported an upgraded tone for the year. WESCO Q1 Earnings Surpass Expectations, Revenues Increase Y/Y
• Positive Sentiment: Company press release: record Q1 net sales ~$6.1B, organic sales +12% Y/Y, data‑center sales ~$1.4B (≈+70% Y/Y), backlog +22% and raised FY outlook — all bullish signals for sustained growth and margin expansion. Wesco International Reports First Quarter 2026 Results
• Positive Sentiment: Sell‑side upgrades pushed upside expectations: KeyCorp raised its target to $415 (overweight) and RBC boosted its target to $411 (outperform), signaling analyst confidence in the company’s growth trajectory. Benzinga
• Positive Sentiment: Investor coverage and commentary emphasize WESCO’s exposure to the data‑center build cycle and industrial momentum, reinforcing the growth narrative that drove today’s buying. Wesco International Rides Data Center Wave Higher
• Neutral Sentiment: Analyst write‑ups and the earnings call transcript provide deeper detail (metrics, segment performance, slides). Useful for modeling and conviction, but largely confirm what drove the move rather than introduce new surprises. Zacks Q1 Analysis Earnings Call Presentation

Insider Activity

In other WESCO International news, EVP Diane Lazzaris sold 17,294 shares of the firm's stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $305.00, for a total value of $5,274,670.00. Following the sale, the executive vice president directly owned 29,065 shares of the company's stock, valued at approximately $8,864,825. This trade represents a 37.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Daniel J. Castillo acquired 1,400 shares of the business's stock in a transaction dated Tuesday, March 31st. The shares were bought at an average price of $266.06 per share, for a total transaction of $372,484.00. Following the completion of the acquisition, the executive vice president owned 15,300 shares in the company, valued at approximately $4,070,718. This trade represents a 10.07% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 20,114 shares of company stock worth $6,128,353 over the last quarter. 2.60% of the stock is currently owned by company insiders.

WESCO International Stock Up 0.1%

WCC stock opened at $354.78 on Monday. The company has a fifty day moving average of $287.21 and a 200-day moving average of $272.78. WESCO International, Inc. has a one year low of $156.28 and a one year high of $355.56. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.22 and a current ratio of 2.12. The stock has a market capitalization of $17.26 billion, a PE ratio of 25.22, a price-to-earnings-growth ratio of 2.28 and a beta of 1.54.

WESCO International (NYSE:WCC - Get Free Report) last announced its earnings results on Thursday, April 30th. The technology company reported $3.37 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.88 by $0.49. The company had revenue of $6.08 billion during the quarter, compared to analysts' expectations of $5.86 billion. WESCO International had a net margin of 2.79% and a return on equity of 13.82%. The firm's quarterly revenue was up 13.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.21 earnings per share. WESCO International has set its FY 2026 guidance at 15.000-17.000 EPS. As a group, analysts expect that WESCO International, Inc. will post 15.56 EPS for the current year.

WESCO International Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th were given a $0.50 dividend. This is an increase from WESCO International's previous quarterly dividend of $0.45. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, March 13th. WESCO International's dividend payout ratio (DPR) is presently 14.21%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on WCC shares. Wall Street Zen lowered shares of WESCO International from a "buy" rating to a "hold" rating in a research report on Saturday, January 17th. Royal Bank Of Canada raised their price objective on shares of WESCO International from $352.00 to $411.00 and gave the stock an "outperform" rating in a research report on Friday. KeyCorp lifted their price objective on shares of WESCO International from $340.00 to $415.00 and gave the company an "overweight" rating in a research note on Friday. JPMorgan Chase & Co. upped their target price on shares of WESCO International from $260.00 to $290.00 and gave the company an "overweight" rating in a report on Friday, January 16th. Finally, Weiss Ratings downgraded shares of WESCO International from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Monday, April 6th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $294.88.

About WESCO International

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.

Want to see what other hedge funds are holding WCC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for WESCO International, Inc. (NYSE:WCC - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.