William Blair Has Negative View of Ingram Micro Q4 Earnings

Ingram Micro Holding Corporation (NYSE:INGM) – Equities research analysts at William Blair lowered their Q4 2025 EPS estimates for Ingram Micro in a research note issued to investors on Friday, October 31st. William Blair analyst M. Nolan now forecasts that the company will post earnings per share of $0.91 for the quarter, down from their previous forecast of $0.92. The consensus estimate for Ingram Micro’s current full-year earnings is $2.71 per share. William Blair also issued estimates for Ingram Micro’s Q1 2026 earnings at $0.72 EPS, Q2 2027 earnings at $0.87 EPS and FY2027 earnings at $3.57 EPS.

A number of other research firms also recently weighed in on INGM. Weiss Ratings reiterated a “hold (c-)” rating on shares of Ingram Micro in a research report on Wednesday, October 8th. Raymond James Financial dropped their price target on shares of Ingram Micro from $26.00 to $24.00 and set an “outperform” rating for the company in a research report on Thursday, August 7th. Zacks Research upgraded shares of Ingram Micro from a “strong sell” rating to a “hold” rating in a research report on Friday, August 22nd. JPMorgan Chase & Co. lifted their price target on shares of Ingram Micro from $21.00 to $24.00 and gave the company a “neutral” rating in a research report on Thursday, July 17th. Finally, Wall Street Zen upgraded shares of Ingram Micro from a “hold” rating to a “buy” rating in a research report on Friday, September 5th. Ten analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, Ingram Micro presently has an average rating of “Moderate Buy” and an average target price of $25.79.

Ingram Micro Stock Down 2.1%

NYSE INGM opened at $22.25 on Monday. The company has a current ratio of 1.41, a quick ratio of 0.95 and a debt-to-equity ratio of 0.75. Ingram Micro has a 1-year low of $14.25 and a 1-year high of $24.81. The company has a 50 day moving average of $21.17 and a 200-day moving average of $20.22. The company has a market cap of $5.23 billion and a price-to-earnings ratio of 18.09.

Ingram Micro (NYSE:INGM) last issued its quarterly earnings data on Thursday, October 30th. The company reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.67 by $0.05. The firm had revenue of $12.60 billion during the quarter, compared to the consensus estimate of $12.21 billion. Ingram Micro had a net margin of 0.57% and a return on equity of 17.03%. Ingram Micro has set its Q4 2025 guidance at 0.850-0.950 EPS.

Ingram Micro Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, November 24th. Shareholders of record on Monday, November 10th will be given a dividend of $0.08 per share. This is an increase from Ingram Micro’s previous quarterly dividend of $0.08. This represents a $0.32 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, November 10th. Ingram Micro’s dividend payout ratio (DPR) is presently 25.20%.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in INGM. Wellington Management Group LLP raised its position in Ingram Micro by 124.9% during the first quarter. Wellington Management Group LLP now owns 3,128,110 shares of the company’s stock valued at $55,493,000 after purchasing an additional 1,737,236 shares in the last quarter. Alyeska Investment Group L.P. raised its position in Ingram Micro by 634.6% during the first quarter. Alyeska Investment Group L.P. now owns 1,436,187 shares of the company’s stock valued at $25,478,000 after purchasing an additional 1,240,675 shares in the last quarter. Lind Value II ApS bought a new stake in shares of Ingram Micro during the second quarter worth $24,995,000. Victory Capital Management Inc. grew its stake in shares of Ingram Micro by 32.2% during the first quarter. Victory Capital Management Inc. now owns 3,649,880 shares of the company’s stock worth $64,749,000 after buying an additional 889,075 shares during the last quarter. Finally, American Century Companies Inc. grew its stake in shares of Ingram Micro by 24.0% during the second quarter. American Century Companies Inc. now owns 2,859,753 shares of the company’s stock worth $59,597,000 after buying an additional 552,620 shares during the last quarter.

About Ingram Micro

Ingram Micro is a leading solutions provider by revenue for the global information technology (“IT”) ecosystem helping power the world’s leading technology brands. With our vast infrastructure and focus on client and endpoint solutions (formerly referred to as commercial & consumer, as described elsewhere in this prospectus), advanced solutions offerings and cloud-based solutions, we enable our business partners to scale and operate more efficiently in the markets they serve.