WESCO International (NYSE:WCC) Shares Gap Down Following Weak Earnings

Shares of WESCO International, Inc. (NYSE:WCC) gapped down prior to trading on Tuesday following a dissappointing earnings announcement. The stock had previously closed at $301.69, but opened at $276.64. WESCO International shares last traded at $278.7750, with a volume of 486,012 shares trading hands.

The technology company reported $3.40 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.82 by ($0.42). WESCO International had a net margin of 2.72% and a return on equity of 13.00%. The business had revenue of $6.07 billion for the quarter, compared to analyst estimates of $6.03 billion. During the same quarter in the prior year, the business earned $3.16 earnings per share. The firm’s quarterly revenue 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.

WESCO International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, December 12th were given a $0.4538 dividend. This represents a $1.82 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, December 12th. WESCO International’s dividend payout ratio is presently 14.27%.

Key Headlines Impacting WESCO International

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

• Positive Sentiment: Record 2025 results, stronger backlog and major data‑center growth (full-year sales $23.5B; data center sales +~50% YoY) plus an announced annual dividend increase to $2.00 per share — these items support cash return and growth credibility. Article Title
• Positive Sentiment: Royal Bank of Canada raised its price target to $335 and kept an “Outperform” rating, providing a fresh broker catalyst and signaling confidence in WESCO’s multi-year growth thesis. Article Title
• Positive Sentiment: Management reiterated an upbeat 2026 outlook for revenue growth, margins and free cash flow (EPS guidance $14.50–$16.50; revenue guidance ~$24.7–$25.4B) and highlighted record backlog — supportive for medium‑term earnings and cash conversion. Article Title
• Neutral Sentiment: Planned CFO succession: long‑time CFO Dave Schulz expects to retire in May; Indraneel “Neel” Dev named EVP & CFO — a planned transition that reduces execution risk relative to an unplanned departure. Article Title
• Neutral Sentiment: Full Q4 earnings call/transcript and slide deck are available for investors who want detail on segment trends, margins and working capital assumptions. Article Title
• Negative Sentiment: Q4 EPS missed expectations ($3.40 actual vs. $3.82 consensus), which previously pressured the stock and highlights near‑term margin or tax/one‑time items that weighed on EPS despite revenue growth. Article Title
• Negative Sentiment: Company EPS guidance midpoint is slightly below the consensus estimate (management: $14.50–$16.50 vs. consensus ≈ $16.14), leaving some near‑term upside to be proven by execution on margins and free cash flow. Article Title

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Royal Bank Of Canada raised their price target on shares of WESCO International from $316.00 to $335.00 and gave the company an “outperform” rating in a research report on Wednesday. Wall Street Zen downgraded WESCO International from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of WESCO International in a report on Wednesday, January 21st. KeyCorp set a $340.00 price objective on WESCO International in a research report on Wednesday. Finally, Barclays lifted their target price on WESCO International from $274.00 to $302.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. One 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. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $274.63.

Institutional Trading of WESCO International

A number of hedge funds have recently modified their holdings of WCC. Cornerstone Planning Group LLC boosted its position 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 worth $26,000 after purchasing an additional 51 shares in the last quarter. Brown Brothers Harriman & Co. grew its stake in shares of WESCO International by 166.0% in the third quarter. Brown Brothers Harriman & Co. now owns 133 shares of the technology company’s stock worth $28,000 after acquiring an additional 83 shares during the last quarter. Rothschild Investment LLC increased its holdings in shares of WESCO International by 788.2% during the third quarter. Rothschild Investment LLC now owns 151 shares of the technology company’s stock valued at $32,000 after acquiring an additional 134 shares in the last quarter. Torren Management LLC purchased a new position in shares of WESCO International in the 4th quarter worth about $32,000. Finally, Root Financial Partners LLC purchased a new position in shares of WESCO International in the 3rd quarter worth about $37,000. Institutional investors own 93.75% of the company’s stock.

WESCO International Stock Up 5.6%

The company has a market capitalization of $14.69 billion, a PE ratio of 23.12, a P/E/G ratio of 1.82 and a beta of 1.45. 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 company’s 50-day moving average is $273.56 and its 200 day moving average is $243.13.

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.