Ingram Micro Holding Corporation $INGM Shares Bought by First Trust Advisors LP

First Trust Advisors LP grew its position in Ingram Micro Holding Corporation (NYSE:INGM) by 146.5% in the first quarter, Holdings Channel.com reports. The fund owned 490,826 shares of the company’s stock after buying an additional 291,733 shares during the period. First Trust Advisors LP’s holdings in Ingram Micro were worth $11,441,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Victory Capital Management Inc. lifted its stake in Ingram Micro by 27.5% during the fourth quarter. Victory Capital Management Inc. now owns 3,126,480 shares of the company’s stock worth $66,719,000 after purchasing an additional 673,840 shares during the last quarter. River Road Asset Management LLC increased its stake in Ingram Micro by 87.0% during the fourth quarter. River Road Asset Management LLC now owns 1,332,690 shares of the company’s stock valued at $28,440,000 after purchasing an additional 620,147 shares during the last quarter. Wellington Management Group LLP increased its stake in Ingram Micro by 26.4% during the fourth 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. Goldman Sachs Group Inc. raised its holdings in shares of Ingram Micro by 157.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 789,266 shares of the company’s stock worth $16,843,000 after purchasing an additional 482,723 shares during the period. Finally, Norges Bank bought a new position in shares of Ingram Micro in the 4th quarter worth about $8,536,000.

Ingram Micro News Roundup

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

• Positive Sentiment: Record Q2 performance exceeded expectations. Ingram Micro reported approximately $14.5 billion in sales, up 13.6% year over year, while non-GAAP earnings reached $0.82 per share versus the $0.73-$0.74 analyst consensus. GAAP net income rose 193.1% year over year to $110.9 million, reflecting significant operating leverage. Ingram Micro Reports Record Q2 2026 Results
• Positive Sentiment: Third-quarter revenue guidance is above Wall Street expectations. Management forecast revenue of $13.6 billion to $14.0 billion, compared with the $13.4 billion consensus estimate. EPS guidance of $0.72 to $0.82 brackets the $0.75 consensus. Ingram Micro’s Sales, EPS Top Estimates
• Positive Sentiment: Ingram Micro raised its quarterly dividend. The payment will increase 2.4% to $0.086 per share, implying an annualized dividend of approximately $0.344 and a yield near 1.2%. The ex-dividend date is August 11, with payment scheduled for August 25. Ingram Micro Raises Dividend Following Record Quarterly Results
• Neutral Sentiment: Profitability remains thin. Although earnings growth was strong, reported net margin was only 0.66%, underscoring the sensitivity of results to operating costs and execution.
• Negative Sentiment: The stock’s decline suggests investors may be taking profits or demanding more evidence of durable growth. Shares are near their 12-month high following a substantial advance, while the midpoint of Q3 EPS guidance is only modestly above the prior-year comparison and does not significantly exceed consensus.

Analyst Ratings Changes

Several research analysts have recently commented on the stock. Wall Street Zen lowered shares of Ingram Micro from a “strong-buy” rating to a “buy” rating in a report on Saturday, May 9th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Ingram Micro in a research note on Friday, July 24th. The Goldman Sachs Group reissued a “neutral” rating and issued a $33.00 target price on shares of Ingram Micro in a report on Friday. Royal Bank Of Canada upped their target price on Ingram Micro from $24.00 to $33.00 and gave the company an “outperform” rating in a report on Tuesday, April 21st. Finally, Morgan Stanley increased their price target on Ingram Micro from $27.50 to $33.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Ingram Micro presently has an average rating of “Moderate Buy” and a consensus target price of $30.71.

Insider Buying and Selling

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 transaction of $150,000,013.07. Following the sale, the insider owned 177,466,319 shares of the company’s stock, valued at $5,151,847,240.57. The trade was a 2.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Augusto Aragone sold 50,000 shares of the company’s 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 completion of the sale, the vice president owned 150,465 shares of the company’s stock, valued at $4,408,624.50. This trade represents a 24.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 5,227,069 shares of company stock worth $151,765,013 in the last quarter. Company insiders own 0.95% of the company’s stock.

Ingram Micro Price Performance

Shares of INGM opened at $28.10 on Friday. Ingram Micro Holding Corporation has a one year low of $18.09 and a one year high of $31.69. The stock’s fifty day moving average is $28.59 and its 200-day moving average is $25.61. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.93 and a current ratio of 1.31. The firm has a market capitalization of $6.51 billion, a price-to-earnings ratio of 15.35, a price-to-earnings-growth ratio of 0.88 and a beta of 1.78.

Ingram Micro (NYSE:INGM) last announced its earnings results on Thursday, July 30th. The company reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.74 by $0.08. The firm had revenue of $14.53 billion during the quarter, compared to analyst estimates of $13.85 billion. Ingram Micro had a net margin of 0.77% and a return on equity of 18.17%. Ingram Micro has set its Q3 2026 guidance at 0.720-0.820 EPS. Equities analysts anticipate that Ingram Micro Holding Corporation will post 3.29 EPS for the current year.

Ingram Micro Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Investors of record on Tuesday, August 11th will be paid a dividend of $0.086 per share. This is a boost 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 is Tuesday, August 11th. Ingram Micro’s dividend payout ratio (DPR) is 18.03%.

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.