WESCO International (NYSE:WCC) Shares Gap Down on Disappointing Earnings

WESCO International, Inc. (NYSE:WCC)’s share price 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.

The technology company reported $3.40 EPS for the quarter, missing the consensus estimate of $3.82 by ($0.42). The firm had revenue of $6.07 billion during the quarter, compared to analysts’ expectations of $6.03 billion. WESCO International had a return on equity of 13.12% and a net margin of 2.81%.The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.16 earnings per share. WESCO International has set its FY 2026 guidance at 14.500-16.500 EPS.

WESCO International Dividend Announcement

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

More WESCO International News

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

• Positive Sentiment: Record revenue, backlog and end-market strength — WESCO reported record Q4 net sales of ~$6.1B (up ~10% YoY) and record full‑year sales of $23.5B; backlog rose ~19% and data‑center sales showed strong double‑digit growth, supporting longer‑term demand. Wesco International Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Shareholder-friendly actions — management announced a >10% increase to the annual common dividend to $2.00/share and reiterated free-cash-flow targets, which supports income-focused investors. Wesco International Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: CFO succession announced — long-time CFO Dave Schulz expects to retire in May; Indraneel “Neel” Dev is named EVP & CFO. A planned and communicated transition limits near-term uncertainty but is something to monitor. WESCO International Announces CFO Transition
• Neutral Sentiment: Analyst commentary and writeups highlight long-term growth case and valuation screens that still favor WCC as a momentum/value play — useful for investors looking past the quarter. Why Fast-paced Mover Wesco International (WCC) Is a Great Choice for Value Investors
• Negative Sentiment: EPS missed street expectations — WESCO reported $3.40 GAAP EPS vs. consensus ~$3.82, which was the immediate catalyst for negative sentiment. Wesco International (WCC) Q4 Earnings Miss Estimates
• Negative Sentiment: FY2026 EPS guidance below consensus — management set adjusted EPS guidance of $14.50–$16.50 vs. consensus ~16.14, which disappointed investors expecting a higher midpoint; that guidance cut is the principal reason the stock moved lower. Wesco International Bets on 2026 Earnings Breakout
• Negative Sentiment: Market reaction and headlines — media coverage emphasized the profit shortfall despite solid revenue growth, amplifying selling pressure and higher-than-normal volume. Wesco shares slide after Q4 profit shortfall

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on WCC shares. JPMorgan Chase & Co. lifted their price objective on WESCO International from $260.00 to $290.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. KeyCorp raised their target price on WESCO International from $300.00 to $304.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Weiss Ratings reissued a “hold (c+)” rating on shares of WESCO International in a research report on Wednesday, January 21st. Wall Street Zen lowered shares of WESCO International from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Finally, Barclays boosted their price target on WESCO International from $274.00 to $302.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $266.00.

Hedge Funds Weigh In On WESCO International

A number of hedge funds have recently bought and sold shares of WCC. Geode Capital Management LLC boosted its holdings in shares of WESCO International by 1.7% during the 4th quarter. Geode Capital Management LLC now owns 864,237 shares of the technology company’s stock valued at $211,473,000 after acquiring an additional 14,739 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in shares of WESCO International by 4.8% during the fourth quarter. Bank of New York Mellon Corp now owns 822,568 shares of the technology company’s stock valued at $201,233,000 after purchasing an additional 37,972 shares during the last quarter. Barrow Hanley Mewhinney & Strauss LLC lifted its position in WESCO International by 19.5% during the third quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 686,630 shares of the technology company’s stock valued at $145,222,000 after purchasing an additional 111,930 shares during the period. River Road Asset Management LLC boosted its holdings in WESCO International by 56.0% in the second quarter. River Road Asset Management LLC now owns 605,918 shares of the technology company’s stock worth $112,216,000 after purchasing an additional 217,417 shares during the last quarter. Finally, Vaughan Nelson Investment Management L.P. grew its position in WESCO International by 1.5% in the 4th quarter. Vaughan Nelson Investment Management L.P. now owns 373,520 shares of the technology company’s stock worth $91,378,000 after purchasing an additional 5,490 shares during the period. Hedge funds and other institutional investors own 93.75% of the company’s stock.

WESCO International Stock Performance

The firm has a market cap of $13.93 billion, a P/E ratio of 22.45, a P/E/G ratio of 1.92 and a beta of 1.45. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.20 and a current ratio of 2.09. The business’s 50-day simple moving average is $272.93 and its 200 day simple moving average is $242.72.

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.