Victory Capital Management Inc. Sells 1,287,870 Shares of Ingram Micro Holding Corporation $INGM

Victory Capital Management Inc. trimmed its holdings in shares of Ingram Micro Holding Corporation (NYSE:INGM) by 34.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,452,640 shares of the company’s stock after selling 1,287,870 shares during the period. Victory Capital Management Inc.’s holdings in Ingram Micro were worth $52,707,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Lind Value II ApS grew its holdings in Ingram Micro by 83.3% during the 3rd quarter. Lind Value II ApS now owns 2,198,567 shares of the company’s stock worth $47,247,000 after acquiring an additional 999,172 shares during the period. American Century Companies Inc. lifted its stake in shares of Ingram Micro by 24.0% in the 2nd quarter. American Century Companies Inc. now owns 2,859,753 shares of the company’s stock valued at $59,597,000 after purchasing an additional 552,620 shares during the period. Norges Bank bought a new position in shares of Ingram Micro in the 2nd quarter worth $8,336,000. Synergy Asset Management LLC bought a new position in shares of Ingram Micro in the 3rd quarter worth $2,262,000. Finally, BNP Paribas Financial Markets grew its stake in shares of Ingram Micro by 1,079.7% during the second quarter. BNP Paribas Financial Markets now owns 106,766 shares of the company’s stock worth $2,225,000 after purchasing an additional 97,716 shares during the period.

More Ingram Micro News

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

• Positive Sentiment: Better-than-expected results and record Q4 — 2025 net sales rose ~9.5% to $52.6B, supporting earnings momentum and valuation. Ingram Micro (INGM) 2025 Net Sales Grow 9.5% to $52.6B on Record Q4 Performance
• Positive Sentiment: Share repurchase announced ($100M) provides capital-return support and offsets dilution over time. Ingram Micro (NYSE:INGM) to Repurchase $100.00 million in Shares
• Positive Sentiment: Analyst activity lifted interest — Morgan Stanley raised its target and an upgrade pushed volume higher, which can help liquidity and longer-term price discovery. Morgan Stanley Raises Ingram Micro (NYSE:INGM) Price Target to $23.00 Ingram Micro (NYSE:INGM) Sees Large Volume Increase After Analyst Upgrade
• Neutral Sentiment: Evercore ISI maintained a Hold rating — mixed analyst views suggest no consensus breakout catalyst. Evercore ISI Sticks to Its Hold Rating for Ingram Micro Holding Corporation (INGM)
• Neutral Sentiment: Analyst/market pieces assessing valuation after recent momentum; useful for longer-term context but not an immediate price driver. Assessing Ingram Micro Holding (INGM) Valuation After Recent Share Price Momentum
• Negative Sentiment: Secondary offering priced at $22.25 for 8,988,764 shares by the principal stockholder creates immediate selling pressure and potential dilution; large block sale from an insider/affiliate is weighed negatively by the market. Ingram Micro Holding Corporation Announces Pricing of Secondary Offering of Common Stock by its Principal Stockholder.
• Negative Sentiment: Market reaction: shares fell in premarket trading as investors digested the offering and heavy volume, signaling immediate downside risk until the new supply is absorbed. Ingram Micro shares fall 12.8% premarket after secondary offering
• Negative Sentiment: Company disclosed the $200M offering with underwriter 30-day option, which could increase available shares and extend selling pressure near term. Ingram Micro Holding Corporation Announces Launch of Secondary Offering of $200 Million of Common Stock by its Principal Stockholder and a Concurrent Stock Repurchase

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on INGM shares. The Goldman Sachs Group cut Ingram Micro from a “strong-buy” rating to a “neutral” rating and set a $24.00 target price on the stock. in a report on Tuesday, January 13th. Wall Street Zen raised shares of Ingram Micro from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Weiss Ratings restated a “hold (c)” rating on shares of Ingram Micro in a report on Monday, December 29th. JPMorgan Chase & Co. reaffirmed an “underweight” rating and issued a $24.00 target price on shares of Ingram Micro in a research note on Monday, December 15th. Finally, Morgan Stanley lifted their price target on shares of Ingram Micro from $21.00 to $23.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Five investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Ingram Micro currently has a consensus rating of “Hold” and an average target price of $24.43.

Ingram Micro Trading Down 16.5%

NYSE:INGM opened at $22.02 on Friday. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.33 and a quick ratio of 0.95. The business’s 50-day simple moving average is $21.54 and its 200-day simple moving average is $21.34. Ingram Micro Holding Corporation has a fifty-two week low of $14.25 and a fifty-two week high of $26.38. The stock has a market capitalization of $5.18 billion, a PE ratio of 15.96, a price-to-earnings-growth ratio of 0.90 and a beta of 2.27.

Ingram Micro (NYSE:INGM) last posted its earnings results on Monday, March 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.90 by $0.06. Ingram Micro had a return on equity of 16.78% and a net margin of 0.62%.The business had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.18 billion. Ingram Micro’s revenue was up 11.5% on a year-over-year basis. Sell-side analysts expect that Ingram Micro Holding Corporation will post 2.71 earnings per share for the current fiscal year.

Ingram Micro declared that its board has initiated a share buyback program on Monday, March 2nd that permits the company to buyback $100.00 million in shares. This buyback authorization permits the company to repurchase up to 2% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s board believes its shares are undervalued.

Ingram Micro Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, March 10th will be issued a dividend of $0.082 per share. This is a boost from Ingram Micro’s previous quarterly dividend of $0.08. The ex-dividend date is Tuesday, March 10th. This represents a $0.33 dividend on an annualized basis and a yield of 1.5%. Ingram Micro’s dividend payout ratio is currently 23.19%.

Ingram Micro 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.