WESCO International (WCC)

• Market cap: $9.31B
• 1 day: -5.09%
• 5 days: -6.19%
• 1 month: -7.74%
• 3 months: -11.68%
• 6 months: 13.42%
• Year to date: 2.90%
• 1 year: 28.50%
• 5 years: 279.25%
• 10 years: 165.82%
• Sector: Industrials
• Industry: Electrical Apparatus & Equipment, Wiring Supplies

About: Wesco International is an industrial distributor that has three reportable segments, electrical and electronic solutions, communications and security solutions, and utility and broadband solutions. The company offers more than 1.5 million products to its 140,000 active customers through a distribution network of 800 branches, warehouses, and sales offices, including 43 distribution centers. Wesco generates approximately 74% of its sales in the United States, but it has a global reach, with operations in 50 other countries.

Employees: 20,000

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

290% more call options, than puts

Call options by funds: $468M | Put options by funds: $120M

36% more funds holding in top 10

Funds holding in top 10: 11 [Q3] → 15 (+4) [Q4]

34% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 74

11% more capital invested

Capital invested by funds: $7.72B [Q3] → $8.57B (+$848M) [Q4]

4.29% more ownership

Funds ownership: 90.45% [Q3] → 94.74% (+4.29%) [Q4]

2% more funds holding

Funds holding: 496 [Q3] → 506 (+10) [Q4]

2% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 174

Research analyst outlook

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

• Low target: $213 16% upside
• Avg. target: $230 25% upside
• High target: $245 34% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Stephens & Co. Tommy Moll 76% 1-year accuracy 16 / 21 met price target	17% upside $215	Overweight Maintained	18 Feb 2025
RBC Capital Deane Dray 47% 1-year accuracy 27 / 57 met price target	16% upside $213	Sector Perform Maintained	12 Feb 2025
Keybanc Ken Newman 62% 1-year accuracy 8 / 13 met price target	34% upside $245	Overweight Maintained	9 Dec 2024
Jefferies Stephen Volkmann 36% 1-year accuracy 4 / 11 met price target	34% upside $245	Buy Maintained	6 Dec 2024