- Why Wesco International (WCC) is a Top Momentum Stock for the Long-Term
May 15, 2026 · zacks.com
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
- Seth Klarman Exits Fidelity National Information Services Inc, Impacting Portfolio by -5.67%
May 14, 2026
This article first appeared on GuruFocus.
Insight into Seth Klarman (Trades, Portfolio)'s Strategic Moves in Q1 2026
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Seth Klarman (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into his investment moves during this period. Seth Klarman (Trades, Portfolio) is a value investor and Portfolio Manager of the investment partnership The Baupost Group, which he founded in 1983. The guru, who authored the $1,000 book "Margin of Safety," received an economics degree at Cornell University and an MBA at Harvard University. Seth Klarman (Trades, Portfolio) invests in a wide array of investments, ranging from fairly traditional value stocks to more esoteric investments like distressed debt, liquidations, and foreign equities or bonds. Klarman doesn't mind "doing nothing" on occasion. He is completely unperturbed by the idea of sitting on the sidelines holding cash whenever investment opportunities are scarce. Investing, he cautions, is more than just producing absolute returns. Too often investors focus on that one easy number "return" and ignore the risks incurred to generate that number.Seth Klarman Exits Fidelity National Information Services Inc, Impacting Portfolio by -5.67%
Summary of New Buy
Seth Klarman (Trades, Portfolio) added a total of 6 stocks, among them:
The most significant addition was Aon PLC (NYSE:AON), with 769,000 shares, accounting for 4.85% of the portfolio and a total value of $248.22 million. The second largest addition to the portfolio was Visa Inc (NYSE:V), consisting of 701,355 shares, representing approximately 4.14% of the portfolio, with a total value of $211.98 million. The third largest addition was Teleflex Inc (NYSE:TFX), with 1,595,000 shares, accounting for 3.73% of the portfolio and a total value of $190.78 million.
Key Position Increases
Seth Klarman (Trades, Portfolio) also increased stakes in a total of 9 stocks, among them:
The most notable increase was Amazon.com Inc (NASDAQ:AMZN), with an additional 997,363 shares, bringing the total to 3,118,754 shares. This adjustment represents a significant 47.01% increase in share count, a 4.06% impact on the current portfolio, with a total value of $649.54 million. The second largest increase was Ferguson Enterprises Inc (NYSE:FERG), with an additional 305,376 shares, bringing the total to 1,442,411. This adjustment represents a significant 26.86% increase in share count, with a total value of $336.46 million.
Summary of Sold Out
Seth Klarman (Trades, Portfolio) completely exited 6 of the holdings in the first quarter of 2026, as detailed below:
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Fidelity National Information Services Inc (NYSE:FIS): Seth Klarman (Trades, Portfolio) sold all 4,503,801 shares, resulting in a -5.67% impact on the portfolio. Dollar General Corp (NYSE:DG): Seth Klarman (Trades, Portfolio) liquidated all 2,062,821 shares, causing a -5.19% impact on the portfolio.
Key Position Reduces
Seth Klarman (Trades, Portfolio) also reduced positions in 4 stocks. The most significant changes include:
Reduced Willis Towers Watson PLC (NASDAQ:WTW) by 464,475 shares, resulting in a -34.21% decrease in shares and a -2.89% impact on the portfolio. The stock traded at an average price of $306.82 during the quarter and has returned -13.65% over the past 3 months and -24.39% year-to-date. Reduced Liberty Global Ltd (NASDAQ:LBTYK) by 7,487,534 shares, resulting in a -35.85% reduction in shares and a -1.57% impact on the portfolio. The stock traded at an average price of $11.46 during the quarter and has returned 4.74% over the past 3 months and 1.99% year-to-date.
Portfolio Overview
At the first quarter of 2026, Seth Klarman (Trades, Portfolio)'s portfolio included 22 stocks, with top holdings including 12.7% in Amazon.com Inc (NASDAQ:AMZN), 11.67% in Restaurant Brands International Inc (NYSE:QSR), 7.69% in WESCO International Inc (NYSE:WCC), 7.31% in Union Pacific Corp (NYSE:UNP), and 7.3% in Elevance Health Inc (NYSE:ELV).Seth Klarman Exits Fidelity National Information Services Inc, Impacting Portfolio by -5.67%
The holdings are mainly concentrated in 9 of all the 11 industries: Consumer Cyclical, Industrials, Financial Services, Healthcare, Communication Services, Basic Materials, Consumer Defensive, Technology, and Real Estate.Seth Klarman Exits Fidelity National Information Services Inc, Impacting Portfolio by -5.67%
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- Wesco International (WCC) Is Up 0.20% in One Week: What You Should Know
May 13, 2026
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Wesco International (WCC), a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Wesco International currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?
In order to see if WCC is a promising momentum pick, let's examine some Momentum Style elements to see if this maker of electrical and industrial maintenance supplies and construction materials holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For WCC, shares are up 0.2% over the past week while the Zacks Electronics - Parts Distribution industry is up 1.94% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 16.81% compares favorably with the industry's 14.44% performance as well.
While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of Wesco International have risen 20.37%, and are up 108.32% in the last year. In comparison, the S&P 500 has only moved 8.63% and 27.99%, respectively.
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Investors should also pay attention to WCC's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. WCC is currently averaging 687,677 shares for the last 20 days.
Earnings Outlook
The Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with WCC.
Over the past two months, 4 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost WCC's consensus estimate, increasing from $15.55 to $15.80 in the past 60 days. Looking at the next fiscal year, 3 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom Line
Taking into account all of these elements, it should come as no surprise that WCC is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Wesco International on your short list.
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WESCO International, Inc. (WCC) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- Wesco International (WCC) Is Up 0.20% in One Week: What You Should Know
May 13, 2026 · zacks.com
Does Wesco International (WCC) have what it takes to be a top stock pick for momentum investors? Let's find out.
- Fast-paced Momentum Stock Wesco International (WCC) Is Still Trading at a Bargain
May 13, 2026
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
A safer approach could be investing in bargain stocks with recent price momentum. While the Zacks Momentum Style Score (part of the Zacks Style Scores system) helps identify great momentum stocks by paying close attention to trends in a stock's price or earnings, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
There are several stocks that currently pass through the screen and Wesco International (WCC) is one of them. Here are the key reasons why this stock is a great candidate.
Investors' growing interest in a stock is reflected in its recent price increase. A price change of 16.8% over the past four weeks positions the stock of this maker of electrical and industrial maintenance supplies and construction materials well in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. WCC meets this criterion too, as the stock gained 20.4% over the past 12 weeks.
Moreover, the momentum for WCC is fast paced, as the stock currently has a beta of 1.54. This indicates that the stock moves 54% higher than the market in either direction.
Given this price performance, it is no surprise that WCC has a Momentum Score of B, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped WCC earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
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Most importantly, despite possessing fast-paced momentum features, WCC is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. WCC is currently trading at 0.73 times its sales. In other words, investors need to pay only 73 cents for each dollar of sales.
So, WCC appears to have plenty of room to run, and that too at a fast pace.
In addition to WCC, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.
However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.
Click here to sign up for a free trial to the Research Wizard today.
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WESCO International, Inc. (WCC) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- Fast-paced Momentum Stock Wesco International (WCC) Is Still Trading at a Bargain
May 13, 2026 · zacks.com
Wesco International (WCC) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
- It's Time to Take Profits in These Very Overvalued Stocks
May 12, 2026 · youtube.com
Trading at big premiums, these are stocks to sell.
- WESCO International Inc (WCC) Shares Surge 3.1% -- What GF Score of 86 Tells Investors
May 11, 2026 · gurufocus.com
On May 11, 2026, WESCO International Inc (WCC) shares rose 3.1% today, bringing the current price to $366.30. Over the past year, the stock has experienced sign
- Wesco Team Members Join 40th Jimmy & Rosalynn Carter Work Project in Atlanta, Ga
May 11, 2026
NORTHAMPTON, MA / ACCESS Newswire / May 11, 2026 / Wesco team members proudly participated in the 40th Jimmy & Rosalynn Carter Work Project, hosted by Atlanta Habitat for Humanity from May 3 through May 8. This year's build took place in Langston Park, Atlanta Habitat's newest planned community in the historic Sylvan Hills neighborhood. Through the years, this event has consistently brought together volunteers, celebrities, corporate partners, community leaders and residents to build and improve homes and raise awareness of the global housing need.
As a Dream Maker sponsor, Wesco sent eight volunteers each day to assist with the build. Along with Habitat homeowners, staff, other Habitat partners and advocates, Wesco team members from across the Atlanta area supported the construction of 24 new homes during the week. Langston Park represents a bold step forward in expanding affordable home ownership, introducing modern, sustainable townhome-style living for the first time in Atlanta Habitat's history. With easy access to MARTA, the Atlanta Beltline and nearby green spaces, families will thrive in a safe, stable and connected community.
"Giving back to the communities where our team members live and work is at the heart of Wesco Cares," said Chris Wolf, Executive Vice President, Chief Human Resources Officer and Wesco Cares Executive Sponsor. "We're proud to support the Carter Work Project again this year and grateful to our employees who volunteered their time and energy to help expand access to safe, affordable housing in the Atlanta community."
Over its 40-year history, the Jimmy & Rosalynn Carter Work Project has inspired more than 108,000 volunteers across the U.S. and in 14 countries to build, renovate and repair 4,447 Habitat homes.
Learn more about Wesco in the community: wesco.com/community.
About Wesco
Wesco International (NYSE:WCC) builds, connects, powers and protects the world. Headquartered in Pittsburgh, Pennsylvania, Wesco is a FORTUNE 500® company with approximately $24 billion in annual sales in 2025 and a leading provider of business-to-business distribution, logistics services and supply chain solutions. Wesco offers a best-in-class product and services portfolio of Electrical and Electronic Solutions, Communications and Security Solutions, and Utility and Broadband Solutions. The Company employs approximately 21,000 people, partners with the industry's premier suppliers, and serves thousands of customers around the world. With millions of products, end-to-end supply chain services, and significant digital capabilities, Wesco provides innovative solutions to meet customer needs across commercial and industrial businesses, technology companies, telecommunications providers, and utilities. Wesco operates more than 700 sites, including distribution centers, fulfillment centers, and sales offices in approximately 50 countries, providing a local presence for customers and a global network to serve multi-location businesses and global corporations.
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Contact Information:
Jennifer Sniderman
Vice President, Corporate Communications
jennifer.sniderman@wescodist.com Wesco International
Find more stories and multimedia from Wesco International at 3blmedia.com.
Contact Info:
Spokesperson: Wesco International
Website: https://www.3blmedia.com/profiles/wesco-international
Email: info@3blmedia.com
SOURCE: Wesco International
View the original press release on ACCESS Newswire
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- Avnet Stock Rises 24% in 3 Months: Should You Buy, Sell or Hold?
May 11, 2026
Avnet Inc. AVT shares have soared 23.7% in the past three months, outperforming the Zacks Electronics - Parts Distribution industry’s 20.2% growth. The stock has also outperformed the returns of other industry peers, including Arrow Electronics Inc. ARW, WESCO International WCC and Richardson Electronics RELL. In the past three months, shares of Arrow Electronics, WESCO International and Richardson Electronics have returned 23.5%, 17.3% and 6.8%, respectively.
The outperformance of Avnet shares raises the question: Does it still have room to run, or is it time for investors to consider taking profits? Let’s find out.
3-Month Price Return PerformanceZacks Investment Research
Image Source: Zacks Investment Research
AI Data Center and Networking Demand Boosts AVT’s Prospects
Avnet is benefiting from strong demand in AI infrastructure, networking and industrial markets. In the third quarter of fiscal 2026, the company reported revenues of $7.1 billion, up 34% year over year and 13% sequentially. Management stated that data center, networking and industrial markets were the biggest growth drivers during the third quarter. The company also delivered record sales of $6.67 billion in its Electronic Components business, which increased 34.7% year over year on the back of robust demand across most end markets.
AI-related demand is becoming a larger part of AVT’s business. In the third quarter of fiscal 2026, management stated that the company’s direct exposure to AI and data center customers has increased from around 5-7% previously to nearly 10-15% now. Most of this business is tied to Asia, especially Taiwan, where demand from hyperscalers and server customers remains strong. Networking demand also improved across regions, with the Americas showing strong growth during the third quarter.
The company is also benefiting from demand for components that support AI infrastructure. AI buildouts are increasing demand for products tied to power management, cooling systems, connectors, capacitors, resistors and sensors. This helped AVT’s interconnect, passive and electromechanical (IP&E) business grow 25% year over year in the quarter. The company noted that every AI accelerator requires surrounding IP&E products, creating additional sales opportunities beyond semiconductors.
AVT expects current demand trends to continue in the near term. With growing backlog levels and book-to-bill ratios above parity across all regions, supported by rising lead times across several component categories as supply conditions tighten, AVT remains well-positioned to continue seeing strong business momentum in the near term. For the fourth quarter of fiscal 2026, AVT expects revenues to be in the range of $7.3-$7.6 billion, implying approximately 5% sequential growth at the midpoint.
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The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $7.46 billion, implying year-over-year growth of 32.8%. The Zacks Consensus Estimate for fiscal 2026 revenues is pegged at $25.59 billion, implying year-over-year growth of 15.2%.Zacks Investment Research
Image Source: Zacks Investment Research
Farnell’s Recovery Boosts AVT’s Margin Expansion
Avnet is seeing steady improvement in its Farnell business, which is driving the company's overall profitability. Revenues from the Farnell segment increased 24% on a year-over-year basis and 6% on a sequential basis in the third quarter of fiscal 2026. This marked the third consecutive quarter of double-digit year-over-year sales growth in the Farnell segment. Improving demand conditions and better product mix are the key factors that supported Farnell’s recovery during the third quarter.
Farnell’s margins are also improving consistently. In the third quarter, Farnell reported an operating margin of 5.2%, expanding 55 basis points on a sequential basis. This was Farnell’s highest operating margin level in three years and marked the sixth straight quarter of operating margin expansion. Higher sales of on-board components helped in Farnell's gross margin, expanding 34 basis points on a year-over-year basis and 49 basis points on a sequential basis.
AVT believes Farnell still has room for additional improvement. The management believes that its Farnell business remains on track to return to double-digit operating margins by the second half of 2027. The company also expects Farnell’s operating margins to improve gradually over the next several quarters as Europe recovers further and demand trends strengthen. Europe remains Farnell’s largest region, where the company is seeing a gradual improvement in business conditions.
The company is also investing in Farnell’s long-term growth. In the third quarter, management highlighted investments in e-commerce platforms, customer experience and inventory capabilities. Further, inventory correction trends appear to be largely behind the business, while order activity and revenue per line item are improving, all of which bodes well for Farnell's prospects. If Farnell continues delivering sales growth and margin expansion, the recovery in the Farnell segment could become a larger contributor to AVT’s overall profitability in the coming quarters.
Valuation: AVT Trades Below Industry and Peers
Avent is currently trading at a lower price-to-sales (P/S) multiple, far below the Zacks Electronics - Parts Distribution industry. Avnet’s forward 12-month P/S ratio sits at 0.25X, significantly lower than the Zacks industry’s forward 12-month P/S ratio of 0.4X.
Forward 12 Month P/S RatioZacks Investment Research
Image Source: Zacks Investment Research
AVT stock also trades at a lower P/S multiple compared with other industry peers, including Arrow Electronics, WESCO International and Richardson Electronics. At present, Arrow Electronics, WESCO International and Richardson Electronics have P/S multiples of 0.29X, 0.67X and 0.96X, respectively.
Key Technical Indicator Signals Bullish Trend for AVT
Avnet shares are trading above their 50-day and 200-day moving averages, a bullish technical signal that indicates the potential for continued upward momentum in the near term.
AVT 50-Day & 200-Day Simple Moving AveragesZacks Investment Research
Image Source: Zacks Investment Research
Conclusion: Buy Avnet Stock Right Now
Avnet is benefiting from strong demand in AI infrastructure, networking and industrial markets. AI-related demand is becoming a larger part of the company’s revenues, especially in data center and hyperscaler markets, which bodes well for the company's prospects.
At the same time, Avnet’s Farnell business continues to recover, supported by better demand conditions, improving product mix and higher operating margins. Management expects Farnell margins to improve further over the next several quarters, with the business targeting double-digit operating margins by the second half of calendar 2027.
Further, the company’s reasonable valuation offers downside protection as well, making the stock an attractive buy for investors looking for stability and steady upside.
Avent currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
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Avnet, Inc. (AVT) : Free Stock Analysis Report
WESCO International, Inc. (WCC) : Free Stock Analysis Report
Arrow Electronics, Inc. (ARW) : Free Stock Analysis Report
Richardson Electronics, Ltd. (RELL) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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