Ingram Micro Holding Corporation $INGM Stock Position Increased by River Road Asset Management LLC

River Road Asset Management LLC increased its position in Ingram Micro Holding Corporation (NYSE:INGM) by 87.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,332,690 shares of the company’s stock after acquiring an additional 620,147 shares during the period. River Road Asset Management LLC’s holdings in Ingram Micro were worth $28,440,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the company. Comerica Bank raised its holdings in shares of Ingram Micro by 2,844.2% in the 3rd quarter. Comerica Bank now owns 3,798 shares of the company’s stock worth $82,000 after purchasing an additional 3,669 shares in the last quarter. Wells Fargo & Company MN boosted its holdings in Ingram Micro by 33.2% during the fourth quarter. Wells Fargo & Company MN now owns 4,136 shares of the company’s stock worth $88,000 after buying an additional 1,031 shares in the last quarter. CWM LLC boosted its holdings in Ingram Micro by 20.5% during the fourth quarter. CWM LLC now owns 4,144 shares of the company’s stock worth $88,000 after buying an additional 705 shares in the last quarter. Aster Capital Management DIFC Ltd acquired a new position in Ingram Micro in the fourth quarter worth approximately $94,000. Finally, Aquatic Capital Management LLC bought a new position in shares of Ingram Micro in the third quarter valued at $110,000.

Insider Transactions at Ingram Micro

In related news, VP Augusto Aragone sold 50,000 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $29.30, for a total transaction of $1,465,000.00. Following the transaction, the vice president directly owned 150,465 shares of the company’s stock, valued at approximately $4,408,624.50. The trade was a 24.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Platinum Equity, Llc sold 5,167,069 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $29.03, for a total transaction of $150,000,013.07. Following the completion of the transaction, the insider owned 177,466,319 shares in the company, valued at approximately $5,151,847,240.57. This represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 5,227,069 shares of company stock worth $151,765,013 in the last quarter. 0.95% of the stock is owned by corporate insiders.

Ingram Micro Stock Performance

Shares of Ingram Micro stock opened at $28.20 on Friday. Ingram Micro Holding Corporation has a 12 month low of $18.09 and a 12 month high of $31.69. The company has a quick ratio of 0.93, a current ratio of 1.31 and a debt-to-equity ratio of 0.61. The stock has a market cap of $6.53 billion, a PE ratio of 18.67, a price-to-earnings-growth ratio of 0.83 and a beta of 1.78. The business has a fifty day simple moving average of $28.35 and a 200-day simple moving average of $24.22.

Ingram Micro (NYSE:INGM) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.75 earnings per share for the quarter, beating the consensus estimate of $0.70 by $0.05. The firm had revenue of $13.96 billion for the quarter, compared to analyst estimates of $12.76 billion. Ingram Micro had a return on equity of 17.19% and a net margin of 0.66%.The firm’s revenue was up 13.7% compared to the same quarter last year. Ingram Micro has set its Q2 2026 guidance at 0.680-0.780 EPS. On average, sell-side analysts anticipate that Ingram Micro Holding Corporation will post 3.27 EPS for the current fiscal year.

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

Ingram Micro Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders of record on Tuesday, May 12th were issued a $0.084 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $0.34 dividend on an annualized basis and a dividend yield of 1.2%. This is a positive change from Ingram Micro’s previous quarterly dividend of $0.08. Ingram Micro’s dividend payout ratio is currently 22.52%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on INGM. Truist Financial increased their price objective on Ingram Micro from $25.00 to $29.00 and gave the company a “hold” rating in a research report on Tuesday, May 5th. JPMorgan Chase & Co. raised Ingram Micro from an “underweight” rating to a “neutral” rating and set a $27.00 target price on the stock in a research report on Wednesday, May 27th. Morgan Stanley upped their target price on Ingram Micro from $21.00 to $23.00 and gave the company an “equal weight” rating in a report on Tuesday, March 3rd. Raymond James Financial reiterated an “outperform” rating and issued a $34.00 price target on shares of Ingram Micro in a research report on Friday, May 1st. Finally, Weiss Ratings raised Ingram Micro from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, April 29th. Three investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $28.86.

About Ingram Micro

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.