TD SYNNEX (NYSE:SNX) Price Target Cut to $172.00 by Analysts at Morgan Stanley

TD SYNNEX (NYSE:SNX) had its price objective decreased by equities research analysts at Morgan Stanley from $177.00 to $172.00 in a report released on Friday,Benzinga reports. The firm currently has an “overweight” rating on the business services provider’s stock. Morgan Stanley’s target price suggests a potential upside of 16.66% from the stock’s current price.

Other analysts have also recently issued research reports about the stock. Barrington Research restated an “outperform” rating and issued a $182.00 price objective on shares of TD SYNNEX in a research report on Friday. Raymond James Financial set a $175.00 price target on TD SYNNEX in a research report on Thursday, September 25th. Weiss Ratings reiterated a “buy (b-)” rating on shares of TD SYNNEX in a report on Wednesday, October 8th. Barclays increased their target price on TD SYNNEX from $140.00 to $164.00 and gave the stock an “equal weight” rating in a research note on Friday, September 26th. Finally, Wall Street Zen cut shares of TD SYNNEX from a “buy” rating to a “hold” rating in a report on Monday, November 3rd. Nine equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $168.73.

TD SYNNEX Stock Down 2.4%

Shares of NYSE:SNX opened at $147.43 on Friday. The company has a 50 day moving average price of $151.85 and a two-hundred day moving average price of $149.72. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.71 and a current ratio of 1.20. The company has a market capitalization of $12.01 billion, a PE ratio of 15.99, a PEG ratio of 1.04 and a beta of 1.37. TD SYNNEX has a 52 week low of $92.23 and a 52 week high of $167.76.

Insider Buying and Selling at TD SYNNEX

In other news, insider Miriam Anne Murphy sold 1,673 shares of the firm’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $156.49, for a total value of $261,807.77. Following the completion of the transaction, the insider owned 16,529 shares in the company, valued at $2,586,623.21. This trade represents a 9.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Richard T. Hume sold 5,000 shares of the company’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $153.77, for a total value of $768,850.00. Following the sale, the director owned 47,515 shares in the company, valued at $7,306,381.55. The trade was a 9.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,939 shares of company stock worth $3,690,188 in the last three months. 1.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On TD SYNNEX

A number of institutional investors and hedge funds have recently made changes to their positions in SNX. Vanguard Group Inc. boosted its holdings in shares of TD SYNNEX by 10.1% in the 2nd quarter. Vanguard Group Inc. now owns 8,248,639 shares of the business services provider’s stock valued at $1,119,340,000 after buying an additional 759,022 shares during the last quarter. JPMorgan Chase & Co. raised its position in TD SYNNEX by 8.5% during the second quarter. JPMorgan Chase & Co. now owns 4,230,059 shares of the business services provider’s stock worth $574,019,000 after acquiring an additional 330,085 shares in the last quarter. Ninety One UK Ltd lifted its stake in TD SYNNEX by 15.0% in the second quarter. Ninety One UK Ltd now owns 2,949,709 shares of the business services provider’s stock valued at $400,275,000 after acquiring an additional 384,518 shares during the last quarter. State Street Corp grew its position in shares of TD SYNNEX by 0.4% in the 3rd quarter. State Street Corp now owns 2,372,733 shares of the business services provider’s stock valued at $388,535,000 after acquiring an additional 9,024 shares during the period. Finally, Geode Capital Management LLC increased its stake in shares of TD SYNNEX by 0.8% during the 2nd quarter. Geode Capital Management LLC now owns 1,391,880 shares of the business services provider’s stock worth $188,908,000 after purchasing an additional 10,392 shares during the last quarter. Institutional investors own 84.00% of the company’s stock.

Key Headlines Impacting TD SYNNEX

Here are the key news stories impacting TD SYNNEX this week:

• Positive Sentiment: Q4 revenue beat and strong adjusted profitability: Revenue was roughly $17.4B (up ~9.7% YoY), beating estimates, and management reported robust adjusted EPS growth, driving upside to investor expectations. Benzinga: Why Is TD SYNNEX Stock Trading Higher Today?
• Positive Sentiment: Dividend increase: Board raised the quarterly dividend to $0.48 (≈9.1% hike vs prior), signaling confidence in cash flow and returning capital to shareholders. Press Release / Slide Deck
• Positive Sentiment: Record quarter & improved cash generation: Company described Q4 as record fiscal results with materially stronger operating cash flow and gross profit expansion, which supports liquidity and buyback/dividend capacity. Yahoo Finance: TD SYNNEX Reports Record Fiscal 2025 Fourth Quarter Results
• Positive Sentiment: Analyst support and valuation runway: Several firms maintain Buy/Outperform ratings and price targets above current levels (median target ~ $178.5), giving additional upside narrative. TipRanks: Buy Rating on Earnings Momentum
• Neutral Sentiment: Q1 FY26 guidance is mixed: Company set EPS guidance of $3.00–$3.50 and revenue guidance $15.1B–$15.9B (consensus ~ $3.15 EPS and ~$15.4B revenue) — a range that leaves room for upside or downside, so guidance is being parsed for signs of demand trends. Seeking Alpha: Q4 Results – Earnings Call Presentation
• Neutral Sentiment: Earnings call / slides available for detail: Management commentary and the slide deck add context on channel demand, margin drivers, and inventory—worth reviewing for directional clues. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Insider selling: A director sold about $768,850 of SNX shares recently; broader insider sale activity has been noticeable and may concern some investors about near-term insider sentiment. American Banking News: Insider Selling
• Negative Sentiment: GAAP/diluted EPS variance reported by some third parties: While adjusted EPS headlines were positive, some third‑party reports flagged a lower GAAP/diluted EPS figure versus certain estimates—creating short-term confusion for quant-based models. Quiver Quantitative: Revenue Beats but EPS Misses

TD SYNNEX Company Profile

TD SYNNEX (NYSE: SNX) is a leading global distributor and solutions aggregator for the information technology industry. Formed in September 2021 through the merger of Tech Data and SYNNEX Corporation, the company provides a comprehensive range of products, services and solutions that span hardware, software, cloud, mobility, security and data center technologies. TD SYNNEX partners with vendors, resellers and system integrators to design, deploy and support IT infrastructures across diverse market segments, including commercial enterprises, public sector organizations and retail operations.

The company’s core business activities include the distribution of technology products from manufacturers such as servers, storage, networking equipment and peripherals, as well as the resale and provisioning of software licenses and cloud-based solutions.