Ingram Micro (NYSE:INGM) Updates Q1 2026 Earnings Guidance

Ingram Micro (NYSE:INGM) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.670-0.750 for the period, compared to the consensus EPS estimate of 0.710. The company issued revenue guidance of $12.5 billion-$12.8 billion, compared to the consensus revenue estimate of $12.6 billion.

Ingram Micro Price Performance

Shares of NYSE INGM opened at $24.44 on Wednesday. The firm has a market cap of $5.75 billion, a P/E ratio of 17.71, a PEG ratio of 0.76 and a beta of 2.27. Ingram Micro has a twelve month low of $14.25 and a twelve month high of $25.51. The company has a quick ratio of 0.95, a current ratio of 1.41 and a debt-to-equity ratio of 0.75. The company has a 50 day moving average of $21.38 and a 200 day moving average of $21.25.

Ingram Micro (NYSE:INGM) last posted its earnings results on Monday, March 2nd. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.90 by $0.06. Ingram Micro had a return on equity of 17.04% and a net margin of 0.62%.The business had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.18 billion. The company’s revenue was up 11.5% on a year-over-year basis. As a group, research analysts expect that Ingram Micro will post 2.71 EPS for the current fiscal year.

Ingram Micro Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Tuesday, March 10th will be paid a $0.082 dividend. This is a boost from Ingram Micro’s previous quarterly dividend of $0.08. This represents a $0.33 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Tuesday, March 10th. Ingram Micro’s dividend payout ratio (DPR) is presently 26.02%.

Ingram Micro declared that its board has authorized a stock repurchase plan on Monday, March 2nd that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the company to repurchase up to 2% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Ingram Micro in a research report on Monday, December 29th. JPMorgan Chase & Co. reissued an “underweight” rating and set a $24.00 price target on shares of Ingram Micro in a report on Monday, December 15th. William Blair restated an “outperform” rating on shares of Ingram Micro in a research note on Tuesday. Royal Bank Of Canada reiterated an “outperform” rating and set a $24.00 price objective on shares of Ingram Micro in a research report on Monday, December 22nd. Finally, Raymond James Financial set a $27.00 target price on Ingram Micro in a research report on Tuesday. Six equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Ingram Micro presently has a consensus rating of “Hold” and a consensus target price of $25.00.

Institutional Investors Weigh In On Ingram Micro

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Geode Capital Management LLC boosted its position in shares of Ingram Micro by 11.8% in the second quarter. Geode Capital Management LLC now owns 103,184 shares of the company’s stock worth $2,150,000 after purchasing an additional 10,878 shares during the period. Rhumbline Advisers lifted its stake in shares of Ingram Micro by 6.3% during the 2nd quarter. Rhumbline Advisers now owns 13,646 shares of the company’s stock valued at $284,000 after buying an additional 803 shares in the last quarter. Russell Investments Group Ltd. bought a new position in Ingram Micro in the 2nd quarter worth $755,000. Invesco Ltd. increased its stake in Ingram Micro by 29.0% in the 2nd quarter. Invesco Ltd. now owns 60,522 shares of the company’s stock worth $1,261,000 after buying an additional 13,605 shares in the last quarter. Finally, Jump Financial LLC bought a new stake in Ingram Micro during the second quarter valued at about $1,852,000.

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.