WESCO International (WCC)

• Market cap: $10.6B
• 1 day: -0.93%
• 5 days: 2.73%
• 1 month: 16.73%
• 3 months: 33.72%
• 6 months: 15.83%
• Year to date: 21.44%
• 1 year: 25.52%
• 5 years: 434.73%
• 10 years: 258.17%
• Sector: Industrials
• Industry: Industrial Distribution

About: Wesco can be traced back to the late 1800s but was officially founded in 1922, acting as the distribution arm of Westinghouse Electric. Throughout the 1900s, Wesco entered and subsequently exited the consumer electronics, transit, bottling, and nuclear plant distribution markets. It was sold to a private equity firm in 1994 and then went public in 1999, and numerous acquisitions have since been made to fill the gaps in Wesco's geographical and product coverage. Today, the firm primarily distributes electrical, networking, security, and utility equipment used in the construction and repair of structures such as offices, data centers, power transmission lines, and manufacturing plants. Wesco has operations around the globe but generates the majority of its revenue in the United States.

Employees: 14,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

68% more call options, than puts

Call options by funds: $61M | Put options by funds: $36.2M

51% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 147

11% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 73

1.9% more ownership

Funds ownership: 94.31% [Q4 2024] → 96.21% (+1.9%) [Q1 2025]

0% more funds holding

Funds holding: 521 [Q4 2024] → 521 (+0) [Q1 2025]

15% less capital invested

Capital invested by funds: $8.61B [Q4 2024] → $7.29B (-$1.32B) [Q1 2025]

40% less funds holding in top 10

Funds holding in top 10: 15 [Q4 2024] → 9 (-6) [Q1 2025]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $180 17% downside
• Avg. target: $201 7% downside
• High target: $220 2% upside

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Stephens & Co. Tommy Moll	7% downside $200	Equal-Weight Downgraded	16 Jul 2025
Keybanc Ken Newman	3% downside $210	Overweight Maintained	13 Jun 2025
JP Morgan Stephen Tusa	17% downside $180	Overweight Maintained	27 May 2025
Loop Capital Chris Dankert	2% upside $220	Buy Maintained	12 May 2025
Oppenheimer Christopher Glynn	10% downside $195	Outperform Maintained	5 May 2025