Vaughan Nelson Investment Management, L.P. 13F: Adds $11M to WCC Stake

Vaughan Nelson Investment Management, L.P. has increased its position in WESCO International, Inc. (NYSE:WCC) by 31,210 shares, according to its latest Form 13F filing with the SEC. This move represents an 8.36% boost in their holdings, bringing the total to 404,730 shares valued at approximately $140.3 million as of the end of the reporting period.

What Changed in Vaughan Nelson's WESCO International Position

Vaughan Nelson added 31,210 shares of WESCO International, growing its stake to 404,730 shares from the previous 373,520 shares. This increase, reflected in their recent 13F filing, suggests a positive outlook on the company's future performance, with the total value of their holdings now reaching around $140.3 million.

Other Institutional Activity in WESCO International

Several other institutional investors also adjusted their positions in WESCO. BlackRock, Inc. increased its holdings by 1,372,533 shares, ending with 9,390,627 shares valued at roughly $2.57 billion. Wellington Management Group LLP added 816,010 shares, bringing its total to 3,600,115 shares worth about $985.1 million. Dimensional Fund Advisors LP reduced its holdings slightly by 16,169 shares, resulting in a total of 2,233,127 shares valued at around $611 million. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both reported new positions with 2,187,476 and 2,073,992 shares respectively, valued at $598.5 million and $567.5 million. Invesco Ltd. also increased its stake by 126,433 shares, totaling 1,509,549 shares worth approximately $413 million.

WESCO International, Inc. Stock Down 0.4%

Shares of WESCO International (NYSE:WCC) traded near $346.77 recently. The company has a market capitalization of about $16.89 billion and a P/E ratio of 24.70. The stock's 52-week range spans from $171.36 to $377.90, with a 50-day moving average of $337.34 and a 200-day moving average of $275.74. WESCO's beta is 1.539, indicating higher volatility compared to the market. The company maintains a current ratio of 2.123 and a quick ratio of 1.162, with a debt-to-equity ratio of 127.711.

Recent Earnings

WESCO International reported revenue of $24.25 billion, reflecting a growth rate of 13.8%. The company's net margin stands at 2.79%, with a return on equity of 13.39%. Earnings per share (EPS) were $14.04. The next earnings report is anticipated on July 30, 2026.

Dividend

WESCO International pays an annual dividend rate of $2.00 per share, yielding 0.58%. The company's dividend payout ratio is 13.24%.

Insider Buying and Selling at WESCO International, Inc.

Hemant Porwal, Executive Vice President of Supply Chain & Operations, sold shares of WESCO International on several occasions in May 2026. On May 11, he sold 4,445 shares at an average price of $363.21. Earlier, on May 6, he sold 3,420 shares at $363.12, 1,645 shares at the same price, and 2,770 shares at $360.64. Porwal also executed a buy transaction of 9,510 shares at $62.80 on May 6.

Analysts Set New Price Targets

On May 4, 2026, Barclays maintained a 'buy' rating with a price target of $375. Stephens & Co. maintained a 'hold' rating with a $350 target on the same day. Earlier, RBC Capital reiterated a 'buy' rating with a $411 target on May 1, while Keybanc maintained their 'buy' rating with a target of $415. Overall, the consensus recommendation for WESCO International is a 'buy', with a mean price target of $375.10 based on 10 analyst opinions.

About WESCO International

WESCO International, Inc. is a leading provider of business-to-business distribution, logistics services, and supply chain solutions. Headquartered in Pittsburgh, Pennsylvania, the company operates through three segments: Electrical & Electronic Solutions, Communications & Security Solutions, and Utility & Broadband Solutions. WESCO serves a variety of industries, offering products and services such as electrical equipment, security solutions, and utility products. Under the leadership of CEO John J. Engel, WESCO employs approximately 21,000 people worldwide.

Bottom Line

Vaughan Nelson's increased stake in WESCO International demonstrates confidence in the company's prospects. The 13F filing offers a snapshot of institutional sentiment, though it may not reflect current positions. Investors keep a close eye on such filings to gauge market trends and institutional confidence. With analysts maintaining positive ratings, WESCO continues to be a company of interest in the industrial distribution sector.