Ingram Micro Holding Corporation (NYSE:INGM – Get Free Report) shares saw unusually-high trading volume on Wednesday after Morgan Stanley raised their price target on the stock from $21.00 to $23.00. Morgan Stanley currently has an equal weight rating on the stock. Approximately 657,420 shares were traded during mid-day trading, an increase of 28% from the previous session’s volume of 512,974 shares.The stock last traded at $25.16 and had previously closed at $24.41.
Several other equities analysts have also commented on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Ingram Micro in a research note on Monday, December 29th. Zacks Research upgraded Ingram Micro from a “strong sell” rating to a “hold” rating in a report on Monday, February 23rd. JPMorgan Chase & Co. reiterated an “underweight” rating and set a $24.00 price objective on shares of Ingram Micro in a report on Monday, December 15th. William Blair restated an “outperform” rating on shares of Ingram Micro in a report on Tuesday. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $24.00 price target on shares of Ingram Micro in a research report on Monday, December 22nd. 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 company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $24.43.
Check Out Our Latest Analysis on INGM
Key Headlines Impacting Ingram Micro
- Positive Sentiment: Record revenue and Q4 strength — Ingram reported 2025 net sales up 9.5% to $52.6B and a record Q4, a fundamental positive that supports higher revenue growth expectations. Ingram Micro (INGM) 2025 Net Sales Grow 9.5% to $52.6B on Record Q4 Performance
- Positive Sentiment: Earnings beat and price momentum — The company posted better-than-expected EPS and revenue, which pushed the stock to a new 12‑month high and helped re-rate valuation multiples. Ingram Micro (NYSE:INGM) Reaches New 12-Month High Following Better-Than-Expected Earnings
- Positive Sentiment: Share buybacks — The company announced a $100M share repurchase program, which supports EPS and signals management confidence. Ingram Micro (NYSE:INGM) to Repurchase $100.00 million in Shares
- Neutral Sentiment: Analyst coverage — Morgan Stanley raised its price target to $23.00 (context: target movement matters but should be weighed against current trading levels). Morgan Stanley Raises Ingram Micro (NYSE:INGM) Price Target to $23.00
- Neutral Sentiment: Evercore ISI maintains a Hold — Analyst stance unchanged, signaling no immediate consensus to upgrade despite recent momentum. Evercore ISI Sticks to Its Hold Rating for Ingram Micro Holding Corporation (INGM)
- Neutral Sentiment: Analyst/commentary pieces and conference presentation — Several write-ups and a Morgan Stanley conference transcript provide incremental detail for models and investor Q&A but are unlikely to move the stock materially on their own. Assessing Ingram Micro Holding (INGM) Valuation After Recent Share Price Momentum Ingram Micro Holding Corporation (INGM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
- Negative Sentiment: Large secondary offering by principal stockholder — Ingram Holdco (Platinum Equity affiliate) launched a $200M secondary sale of common stock; underwriters may have an overallotment option. That increases near-term supply and can pressure the share price and float. Ingram Micro Holding Corporation Announces Launch of Secondary Offering of $200 Million of Common Stock by its Principal Stockholder and a Concurrent Stock Repurchase
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of INGM. Geode Capital Management LLC grew its stake in Ingram Micro by 11.8% during the second quarter. Geode Capital Management LLC now owns 103,184 shares of the company’s stock worth $2,150,000 after buying an additional 10,878 shares during the period. Creative Planning bought a new stake in Ingram Micro in the second quarter valued at about $601,000. Franklin Resources Inc. raised its position in shares of Ingram Micro by 54.0% during the 2nd quarter. Franklin Resources Inc. now owns 17,682 shares of the company’s stock valued at $368,000 after acquiring an additional 6,199 shares in the last quarter. AXQ Capital LP bought a new position in shares of Ingram Micro in the 2nd quarter worth about $432,000. Finally, Rhumbline Advisers lifted its holdings in Ingram Micro by 6.3% in the second quarter. Rhumbline Advisers now owns 13,646 shares of the company’s stock worth $284,000 after acquiring an additional 803 shares during the last quarter.
Ingram Micro Trading Down 0.0%
The firm has a market cap of $6.18 billion, a P/E ratio of 19.04, a P/E/G ratio of 0.90 and a beta of 2.27. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.95 and a current ratio of 1.33. The firm has a fifty day moving average of $21.54 and a 200-day moving average of $21.32.
Ingram Micro (NYSE:INGM – Get Free Report) last released its quarterly earnings results on Monday, March 2nd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.90 by $0.06. The company had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.18 billion. Ingram Micro had a return on equity of 16.78% and a net margin of 0.62%.The business’s revenue for the quarter was up 11.5% on a year-over-year basis. Equities research analysts forecast that Ingram Micro Holding Corporation will post 2.71 earnings per share for the current year.
Ingram Micro Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, March 10th will be paid a dividend of $0.082 per share. This is an increase from Ingram Micro’s previous quarterly dividend of $0.08. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $0.33 annualized dividend and a yield of 1.2%. Ingram Micro’s dividend payout ratio (DPR) is presently 23.19%.
Ingram Micro announced that its board has initiated a share buyback plan on Monday, March 2nd that allows the company to repurchase $100.00 million in shares. This repurchase authorization allows the company to buy up to 2% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.
About Ingram Micro
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.
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