Ingram Micro (NYSE:INGM) Reaches New 12-Month High Following Better-Than-Expected Earnings

Ingram Micro Holding Corporation (NYSE:INGM)’s stock price hit a new 52-week high during mid-day trading on Tuesday following a stronger than expected earnings report. The stock traded as high as $24.78 and last traded at $24.2270, with a volume of 386626 shares. The stock had previously closed at $21.35.

The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.90 by $0.06. Ingram Micro had a return on equity of 17.04% and a net margin of 0.62%.The company had revenue of $14.88 billion during the quarter, compared to the consensus estimate of $14.18 billion. The firm’s revenue for the quarter was up 11.5% on a year-over-year basis.

Ingram Micro Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, March 10th will be paid a $0.082 dividend. This represents a $0.33 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Tuesday, March 10th. This is a boost from Ingram Micro’s previous quarterly dividend of $0.08. Ingram Micro’s dividend payout ratio (DPR) is currently 23.19%.

Ingram Micro announced that its board has approved a share buyback plan on Monday, March 2nd that allows the company to buyback $100.00 million in outstanding shares. This buyback authorization allows the company to purchase up to 2% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Ingram Micro News Roundup

Here are the key news stories impacting Ingram Micro this week:

• Positive Sentiment: Ingram Micro reported strong Q4 results and management highlighted double‑digit cloud growth and higher AI‑driven revenue for 2026 — commentary that supports recurring, higher‑margin services growth and helped investor sentiment. Ingram Micro outlines double-digit cloud growth
• Positive Sentiment: The board approved a $100 million share repurchase authorization (~2% of shares outstanding), signaling management sees the stock as undervalued and directly supporting EPS/float reduction. RTT News: Stock Buybacks
• Neutral Sentiment: Management presented at the Morgan Stanley TMT conference — presentations increase investor access and may reinforce the company’s cloud/AI story but are informational rather than catalytic. Conference Transcript
• Neutral Sentiment: Q1 2026 guidance was set to EPS $0.670–$0.750 and revenue $12.5–12.8B, roughly in line with consensus — a mixed read: guidance leaves room for beat but doesn’t materially change near‑term estimates. (Guidance disclosed in company release and call.)
• Negative Sentiment: Morgan Stanley raised its price target from $21 to $23 but maintained an “equal weight” rating — the new target still sits below the current market price, implying limited analyst upside and suggesting some caution on valuation. Benzinga: Analyst Note

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Wall Street Zen raised Ingram Micro from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Ingram Micro in a research report on Monday, December 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $24.00 target price on shares of Ingram Micro in a report on Monday, December 22nd. William Blair reaffirmed an “outperform” rating on shares of Ingram Micro in a research note on Tuesday. Finally, The Goldman Sachs Group downgraded shares of Ingram Micro from a “strong-buy” rating to a “neutral” rating and set a $24.00 price target on the stock. in a report on Tuesday, January 13th. Five research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $24.43.

Institutional Trading of Ingram Micro

A number of large investors have recently made changes to their positions in the business. Lind Value II ApS lifted its holdings in shares of Ingram Micro by 83.3% in the 3rd quarter. Lind Value II ApS now owns 2,198,567 shares of the company’s stock valued at $47,247,000 after acquiring an additional 999,172 shares during the last quarter. Victory Capital Management Inc. lifted its stake in shares of Ingram Micro by 27.5% in the 4th quarter. Victory Capital Management Inc. now owns 3,126,480 shares of the company’s stock valued at $66,719,000 after purchasing an additional 673,840 shares during the last quarter. River Road Asset Management LLC boosted its holdings in shares of Ingram Micro by 87.0% in the 4th quarter. River Road Asset Management LLC now owns 1,332,690 shares of the company’s stock worth $28,440,000 after purchasing an additional 620,147 shares during the period. Wellington Management Group LLP increased its position in shares of Ingram Micro by 26.4% during the 4th quarter. Wellington Management Group LLP now owns 2,663,257 shares of the company’s stock valued at $56,834,000 after purchasing an additional 556,931 shares during the last quarter. Finally, American Century Companies Inc. raised its holdings in Ingram Micro by 24.0% during the 2nd quarter. American Century Companies Inc. now owns 2,859,753 shares of the company’s stock valued at $59,597,000 after buying an additional 552,620 shares during the period.

Ingram Micro Stock Performance

The company has a debt-to-equity ratio of 0.75, a current ratio of 1.41 and a quick ratio of 0.95. The business has a 50-day moving average of $21.46 and a 200-day moving average of $21.29. The company has a market capitalization of $6.17 billion, a P/E ratio of 19.01, a P/E/G ratio of 0.87 and a beta of 2.27.

Ingram Micro Company Profile

Ingram Micro, headquartered in Irvine, California, is a global technology distributor and supply chain services provider. Listed on the New York Stock Exchange under the ticker INGM, the company connects leading technology manufacturers, cloud providers and channel partners through an integrated portfolio of products and services. Ingram Micro’s end-to-end solutions span product distribution, cloud enablement, e-commerce, logistics and lifecycle management, enabling customers of all sizes to bring new technology to market efficiently.

The company’s offerings are organized across several core areas.