Vaughan Nelson Investment Management L.P. Has $91.38 Million Holdings in WESCO International, Inc. $WCC

Key Points

• Vaughan Nelson Investment Management increased its stake in WESCO International to 373,520 shares, valued at about $91.38 million (0.77% ownership) after adding 5,490 shares in the quarter.
• WESCO missed quarterly EPS ($3.40 vs. $3.82 estimate) but reported revenue of $6.07 billion, up 10.3% year-over-year, and set FY2026 guidance of 14.50–16.50 EPS while analysts raised price targets and have a consensus near 13.3.
• WESCO raised its quarterly dividend to $0.50 (annualized $2.00, ~0.8% yield), and an executive VP sold 17,294 shares for roughly $5.27 million, indicating insider selling activity.

Vaughan Nelson Investment Management L.P. grew its holdings in WESCO International, Inc. (NYSE:WCC - Free Report) by 1.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 373,520 shares of the technology company's stock after buying an additional 5,490 shares during the period. Vaughan Nelson Investment Management L.P. owned 0.77% of WESCO International worth $91,378,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in WCC. SG Americas Securities LLC raised its stake in WESCO International by 172.5% in the 3rd quarter. SG Americas Securities LLC now owns 10,742 shares of the technology company's stock valued at $2,272,000 after acquiring an additional 6,800 shares during the period. Rhumbline Advisers boosted its position in WESCO International by 4.9% during the third quarter. Rhumbline Advisers now owns 127,991 shares of the technology company's stock worth $27,070,000 after purchasing an additional 5,961 shares during the period. Regency Capital Management Inc. DE bought a new position in WESCO International during the third quarter worth $3,215,000. Norman Fields Gottscho Capital Management LLC increased its holdings in shares of WESCO International by 112.7% in the third quarter. Norman Fields Gottscho Capital Management LLC now owns 13,785 shares of the technology company's stock valued at $2,916,000 after purchasing an additional 7,303 shares during the last quarter. Finally, Impax Asset Management Group plc bought a new position in shares of WESCO International in the third quarter valued at about $1,082,000. 93.75% of the stock is currently owned by institutional investors.

WESCO International Price Performance

Shares of NYSE WCC opened at $258.05 on Tuesday. The business has a fifty day moving average price of $283.71 and a two-hundred day moving average price of $258.26. The stock has a market capitalization of $12.56 billion, a PE ratio of 19.76, a P/E/G ratio of 1.69 and a beta of 1.45. The company has a debt-to-equity ratio of 1.15, a current ratio of 2.20 and a quick ratio of 1.27. 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 - Get Free Report) last released its earnings results on Tuesday, February 10th. The technology company reported $3.40 earnings per share (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 company had revenue of $6.07 billion for the quarter, compared to analyst estimates of $6.03 billion. During the same period last year, the company posted $3.16 earnings per share. 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 Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.00 annualized dividend and a yield of 0.8%. This is an increase from WESCO International's previous quarterly dividend of $0.45. WESCO International's payout ratio is 15.31%.

Insider Activity at WESCO International

In other news, EVP Diane Lazzaris sold 17,294 shares of the company's stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $305.00, for a total transaction of $5,274,670.00. Following the completion of the sale, the executive vice president owned 29,065 shares of the company's stock, valued at approximately $8,864,825. This represents a 37.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. In the last ninety days, insiders have sold 20,114 shares of company stock valued at $6,128,353. 3.10% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

WCC has been the subject of a number of research reports. JPMorgan Chase & Co. raised their target price on shares of WESCO International from $260.00 to $290.00 and gave the stock an "overweight" rating in a research note on Friday, January 16th. Weiss Ratings raised shares of WESCO International from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, March 20th. Barclays raised their price objective on shares of WESCO International from $302.00 to $313.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Royal Bank Of Canada upped their target price on WESCO International from $316.00 to $335.00 and gave the company an "outperform" rating in a research report on Wednesday, February 11th. Finally, KeyCorp set a $340.00 price target on WESCO International in a report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "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.

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