Sei Investments Co. Has $2.07 Million Position in Ingram Micro Holding Corporation $INGM

Sei Investments Co. raised its holdings in Ingram Micro Holding Corporation (NYSE:INGM) by 73.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 88,762 shares of the company’s stock after acquiring an additional 37,680 shares during the quarter. Sei Investments Co.’s holdings in Ingram Micro were worth $2,069,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Comerica Bank raised its position in shares of Ingram Micro by 2,844.2% during the 3rd quarter. Comerica Bank now owns 3,798 shares of the company’s stock valued at $82,000 after acquiring an additional 3,669 shares during the last quarter. CWM LLC boosted its position in shares of Ingram Micro by 20.5% in the 4th quarter. CWM LLC now owns 4,144 shares of the company’s stock worth $88,000 after purchasing an additional 705 shares during the last quarter. Wells Fargo & Company MN grew its stake in shares of Ingram Micro by 33.2% during the fourth quarter. Wells Fargo & Company MN now owns 4,136 shares of the company’s stock worth $88,000 after purchasing an additional 1,031 shares during the period. Aster Capital Management DIFC Ltd acquired a new stake in shares of Ingram Micro during the fourth quarter worth $94,000. Finally, Aquatic Capital Management LLC bought a new stake in Ingram Micro in the third quarter valued at about $110,000.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on INGM shares. Wall Street Zen raised Ingram Micro from a “buy” rating to a “strong-buy” rating in a research note on Saturday. JPMorgan Chase & Co. upgraded Ingram Micro from an “underweight” rating to a “neutral” rating and set a $27.00 target price for the company in a research report on Wednesday, May 27th. Weiss Ratings raised Ingram Micro from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday. Zacks Research upgraded shares of Ingram Micro from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 21st. Finally, Truist Financial lifted their price objective on shares of Ingram Micro from $29.00 to $31.00 and gave the stock a “hold” rating in a research note on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Ingram Micro currently has an average rating of “Moderate Buy” and an average price target of $31.00.

Insider Activity

In related news, major shareholder Platinum Equity, Llc sold 5,167,069 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $29.03, for a total value of $150,000,013.07. Following the completion of the transaction, the insider directly owned 177,466,319 shares in the company, valued at approximately $5,151,847,240.57. The trade was a 2.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Augusto Aragone sold 50,000 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $29.30, for a total value of $1,465,000.00. Following the sale, the vice president directly owned 150,465 shares of the company’s stock, valued at approximately $4,408,624.50. The trade was a 24.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 5,227,069 shares of company stock worth $151,765,013 in the last quarter. 0.95% of the stock is currently owned by company insiders.

Ingram Micro Price Performance

INGM opened at $28.38 on Monday. The stock has a market cap of $6.55 billion, a P/E ratio of 15.51, a P/E/G ratio of 0.69 and a beta of 1.75. Ingram Micro Holding Corporation has a 12 month low of $18.66 and a 12 month high of $31.69. The company has a quick ratio of 0.88, a current ratio of 1.31 and a debt-to-equity ratio of 0.60. The company has a fifty day simple moving average of $28.72 and a 200 day simple moving average of $25.91.

Ingram Micro (NYSE:INGM) last posted its earnings results on Thursday, July 30th. The company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.08. Ingram Micro had a return on equity of 18.07% and a net margin of 0.77%.The firm had revenue of $14.53 billion for the quarter, compared to analyst estimates of $13.85 billion. Ingram Micro has set its Q3 2026 guidance at 0.720-0.820 EPS. On average, research analysts expect that Ingram Micro Holding Corporation will post 3.37 EPS for the current year.

Ingram Micro Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Tuesday, August 11th will be given a dividend of $0.086 per share. This is an increase from Ingram Micro’s previous quarterly dividend of $0.08. This represents a $0.34 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, August 11th. Ingram Micro’s payout ratio is 18.58%.

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.