Ingram Micro Holding Corporation (NYSE:INGM) Receives $26.86 Average PT from Analysts

Shares of Ingram Micro Holding Corporation (NYSE:INGM) have been given a consensus rating of “Hold” by the nine brokerages that are currently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell rating, five have assigned a hold rating and three have assigned a buy rating to the company. The average 12-month price objective among brokers that have issued ratings on the stock in the last year is $27.8571.

Several brokerages have recently issued reports on INGM. Royal Bank Of Canada boosted their price target on shares of Ingram Micro from $24.00 to $33.00 and gave the company an “outperform” rating in a report on Tuesday, April 21st. William Blair reaffirmed an “outperform” rating on shares of Ingram Micro in a research report on Tuesday, March 3rd. Truist Financial assumed coverage on shares of Ingram Micro in a research report on Tuesday, March 31st. They issued a “hold” rating and a $25.00 price objective on the stock. Weiss Ratings raised shares of Ingram Micro from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday. Finally, The Goldman Sachs Group boosted their price objective on shares of Ingram Micro from $25.00 to $30.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd.

Ingram Micro News Roundup

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

• Positive Sentiment: Q1 results beat consensus — Non?GAAP EPS $0.75 (vs. $0.70 est.) and net sales $14.0B, up 13.7% YoY, with double?digit net income growth. Strong revenue and earnings upside are supportive of the stock’s fundamental outlook. Business Wire: Q1 Results
• Positive Sentiment: Capital return boost — Company raised its quarterly dividend to $0.084 and expanded the buyback program, which supports shareholder returns and reduces share count over time. TipRanks: Dividend & Buyback
• Positive Sentiment: Revenue guidance above Street — Fiscal Q2 revenue guidance was raised to $13.6B–$14.0B, which is above consensus and indicates continued demand recovery in distribution channels. Business Wire: Guidance
• Neutral Sentiment: EPS guidance range is mixed — Q2 EPS guidance of $0.680–$0.780 overlaps the $0.720 consensus but is a wide range, leaving ambiguity on margin trajectory and near?term profitability. Investors will look to management commentary for drivers. Yahoo: Earnings Call Highlights
• Neutral Sentiment: Earnings call/transcript available — Management commentary in the call and transcript will be important to parse mix, margin outlook, and working capital dynamics; read the transcript for color on demand and supply trends. Seeking Alpha: Call Transcript
• Negative Sentiment: Shares dropped sharply on the print — Despite the beat, the stock fell as some investors sold into the strength, likely reacting to the EPS guidance range, profit?taking after a strong run, and short?term uncertainty. Yahoo: Stock Drop
• Negative Sentiment: Investor litigation notice — Pomerantz LLP announced an investigation into Ingram Micro on behalf of investors, introducing legal risk and potential distraction that can weigh on investor sentiment. PR Newswire: Pomerantz Investigation

Institutional Investors Weigh In On Ingram Micro

Several institutional investors have recently added to or reduced their stakes in the stock. Fifth Third Bancorp lifted its position in Ingram Micro by 301,581.0% in the 1st quarter. Fifth Third Bancorp now owns 63,353 shares of the company’s stock valued at $1,477,000 after acquiring an additional 63,332 shares in the last quarter. Sequoia Financial Advisors LLC acquired a new stake in Ingram Micro in the 1st quarter valued at $355,000. Counterpoint Mutual Funds LLC increased its stake in Ingram Micro by 32.6% in the 1st quarter. Counterpoint Mutual Funds LLC now owns 15,145 shares of the company’s stock valued at $353,000 after buying an additional 3,723 shares during the last quarter. Keybank National Association OH increased its stake in Ingram Micro by 14.5% in the 1st quarter. Keybank National Association OH now owns 22,900 shares of the company’s stock valued at $534,000 after buying an additional 2,900 shares during the last quarter. Finally, SG Americas Securities LLC increased its stake in Ingram Micro by 69.3% in the 1st quarter. SG Americas Securities LLC now owns 14,775 shares of the company’s stock valued at $344,000 after buying an additional 6,049 shares during the last quarter.

Ingram Micro Price Performance

Shares of INGM stock opened at $28.01 on Monday. Ingram Micro has a 12-month low of $18.05 and a 12-month high of $31.38. The firm has a market capitalization of $6.49 billion, a price-to-earnings ratio of 20.29, a price-to-earnings-growth ratio of 1.05 and a beta of 2.00. The company has a quick ratio of 0.97, a current ratio of 1.33 and a debt-to-equity ratio of 0.65. The firm has a fifty day moving average of $24.91 and a 200-day moving average of $22.71.

Ingram Micro (NYSE:INGM) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.70 by $0.05. Ingram Micro had a net margin of 0.66% and a return on equity of 17.26%. The company had revenue of $13.96 billion during the quarter, compared to analyst estimates of $12.76 billion. The company’s revenue for the quarter was up 13.7% compared to the same quarter last year. Ingram Micro has set its Q2 2026 guidance at 0.680-0.780 EPS. On average, equities research analysts forecast that Ingram Micro will post 3.15 earnings per share for the current year.

Ingram Micro Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Tuesday, May 12th will be given a $0.084 dividend. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $0.34 annualized dividend and a yield of 1.2%. This is an increase from Ingram Micro’s previous quarterly dividend of $0.08. Ingram Micro’s payout ratio is presently 23.91%.

Ingram Micro announced that its board has approved a stock repurchase plan on Monday, March 2nd that authorizes the company to repurchase $100.00 million in outstanding shares. This repurchase authorization authorizes the company to purchase up to 2% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its stock is undervalued.

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.