William Blair Has Negative View of Ingram Micro Q1 Earnings

Ingram Micro Holding Corp. (NYSE:INGM) – Stock analysts at William Blair reduced their Q1 2025 earnings per share (EPS) estimates for Ingram Micro in a research report issued on Wednesday, March 5th. William Blair analyst M. Nolan now forecasts that the company will earn $0.56 per share for the quarter, down from their previous forecast of $0.72. William Blair has a “Outperform” rating on the stock. 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 Q2 2025 earnings at $0.69 EPS, Q3 2025 earnings at $0.79 EPS, Q4 2025 earnings at $0.89 EPS, FY2025 earnings at $2.92 EPS, Q1 2026 earnings at $0.77 EPS, Q2 2026 earnings at $0.78 EPS, Q3 2026 earnings at $0.83 EPS, Q4 2026 earnings at $0.93 EPS and FY2026 earnings at $3.32 EPS.

INGM has been the subject of a number of other reports. Jefferies Financial Group initiated coverage on Ingram Micro in a report on Monday, November 18th. They set a “buy” rating and a $28.00 price target for the company. Morgan Stanley cut their price objective on shares of Ingram Micro from $27.00 to $26.00 and set an “overweight” rating on the stock in a research report on Wednesday. Stifel Nicolaus assumed coverage on shares of Ingram Micro in a research report on Monday, November 18th. They issued a “buy” rating and a $28.00 price target on the stock. Melius Research raised shares of Ingram Micro to a “hold” rating in a research report on Tuesday, November 26th. Finally, Royal Bank of Canada lifted their target price on shares of Ingram Micro from $26.00 to $28.00 and gave the stock an “outperform” rating in a research report on Friday, February 21st. Six analysts have rated the stock with a hold rating and eleven have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $27.29.

Ingram Micro Stock Performance

NYSE INGM opened at $19.59 on Friday. Ingram Micro has a twelve month low of $18.90 and a twelve month high of $25.69. The firm has a fifty day moving average of $21.96. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.40 and a quick ratio of 0.96.

Ingram Micro (NYSE:INGM) last announced its quarterly earnings results on Tuesday, March 4th. The company reported $0.92 EPS for the quarter, beating analysts’ consensus estimates of $0.91 by $0.01. The firm had revenue of $13.34 billion during the quarter, compared to the consensus estimate of $13.21 billion.

Institutional Trading of Ingram Micro

Hedge funds and other institutional investors have recently modified their holdings of the company. Wells Fargo & Company MN purchased a new stake in shares of Ingram Micro in the fourth quarter worth $45,000. Cohen & Steers Inc. bought a new position in Ingram Micro during the fourth quarter valued at $48,000. Tower Research Capital LLC TRC bought a new position in Ingram Micro during the fourth quarter valued at $52,000. Cubist Systematic Strategies LLC bought a new position in Ingram Micro during the fourth quarter valued at $80,000. Finally, Public Employees Retirement System of Ohio bought a new stake in shares of Ingram Micro in the 4th quarter worth about $118,000.

Ingram Micro announced that its board has initiated a stock buyback program on Tuesday, March 4th that permits the company to repurchase $75.00 million in shares. This repurchase authorization permits the company to buy up to 1.5% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s management believes its shares are undervalued.

Ingram Micro Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 25th. Shareholders of record on Tuesday, March 11th will be given a $0.074 dividend. The ex-dividend date of this dividend is Tuesday, March 11th. This represents a $0.30 annualized dividend and a yield of 1.51%.

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.