B. Metzler seel. Sohn & Co. AG Acquires Shares of 31,387 ScanSource, Inc. $SCSC

Key Points

• B. Metzler seel. Sohn & Co. AG acquired 31,387 ScanSource shares in the second quarter, worth approximately $1.64 million and representing 0.15% of the company. Institutional investors collectively own 97.91% of ScanSource.
• ScanSource reported strong quarterly results: revenue rose 17.3% year over year to $953.1 million, while adjusted EPS of $1.46 exceeded the $1.14 consensus estimate.
• Growth prospects center on the planned $220.5 million MicroAge acquisition and fiscal 2027 revenue guidance of 6%–10% growth. Analysts remain cautious overall, with a consensus “Hold” rating and an average price target of $43, below the reported $54.35 share price.

B. Metzler seel. Sohn & Co. AG acquired a new position in ScanSource, Inc. (NASDAQ:SCSC - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 31,387 shares of the industrial products company's stock, valued at approximately $1,635,000. B. Metzler seel. Sohn & Co. AG owned 0.15% of ScanSource at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Canada Pension Plan Investment Board bought a new stake in ScanSource during the second quarter worth about $25,000. Royal Bank of Canada increased its position in shares of ScanSource by 165.0% during the 4th quarter. Royal Bank of Canada now owns 1,876 shares of the industrial products company's stock valued at $73,000 after purchasing an additional 1,168 shares during the last quarter. Osaic Holdings Inc. raised its holdings in shares of ScanSource by 400.5% during the 2nd quarter. Osaic Holdings Inc. now owns 2,087 shares of the industrial products company's stock valued at $87,000 after buying an additional 1,670 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of ScanSource during the 2nd quarter valued at about $134,000. Finally, Tower Research Capital LLC TRC lifted its position in ScanSource by 672.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 4,632 shares of the industrial products company's stock worth $194,000 after buying an additional 4,032 shares during the last quarter. 97.91% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting ScanSource

Here are the key news stories impacting ScanSource this week:

• Positive Sentiment: Quarterly results exceeded expectations. ScanSource reported fourth-quarter revenue of $953.1 million, up 17.3% year over year and well above the approximately $814 million consensus estimate. Adjusted EPS was $1.46 versus analysts’ $1.14 expectation, while GAAP diluted EPS rose to $1.24 from $0.88 a year earlier. ScanSource Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: MicroAge acquisition expands growth opportunities. ScanSource agreed to acquire Canadian IT solutions integrator MicroAge for $220.5 million in cash. The transaction is intended to strengthen its cloud, cybersecurity and managed IT capabilities, with closing expected by September 30, subject to approvals. ScanSource to Acquire MicroAge in $220.5 Million Deal
• Positive Sentiment: Fiscal 2027 outlook topped revenue expectations. Management projects 6%–10% revenue growth, implying approximately $3.4 billion–$3.5 billion in sales versus consensus near $3.2 billion. It also expects adjusted EBITDA of $158 million–$165 million and at least $85 million of free cash flow, supporting the investment case if execution remains strong. ScanSource Outlines FY 2027 Revenue Growth
• Neutral Sentiment: Investors are weighing integration risk. The acquisition could broaden ScanSource’s addressable market, but its benefits depend on completing the deal and integrating MicroAge while maintaining margins and free-cash-flow targets. The stock’s pullback after its earlier surge may reflect profit-taking and caution after the strong announcement-driven advance.
• Negative Sentiment: Recent insider activity provides a modest overhang. CEO Michael Baur reportedly sold 25,000 shares over the past six months, with no insider purchases reported during that period. These sales are not necessarily tied to the latest results but may temper sentiment at elevated valuation levels. ScanSource Stock Opinions on Strong Earnings and MicroAge Acquisition

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Northcoast Research cut ScanSource from a "buy" rating to a "neutral" rating in a research note on Monday, August 17th. Weiss Ratings raised ScanSource from a "hold (c)" rating to a "hold (c+)" rating in a research note on Friday, May 29th. Finally, Wall Street Zen upgraded ScanSource from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Four research analysts have rated the stock with a Hold rating, Based on data from MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $43.00.

ScanSource Price Performance

Shares of ScanSource stock opened at $54.35 on Monday. The company's fifty day simple moving average is $53.14 and its two-hundred day simple moving average is $44.56. ScanSource, Inc. has a 12-month low of $33.76 and a 12-month high of $66.78. The firm has a market cap of $1.09 billion, a PE ratio of 14.85, a price-to-earnings-growth ratio of 0.84 and a beta of 1.28. The company has a quick ratio of 1.15, a current ratio of 1.76 and a debt-to-equity ratio of 0.11.

ScanSource (NASDAQ:SCSC - Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The industrial products company reported $1.46 EPS for the quarter, topping the consensus estimate of $1.14 by $0.32. The business had revenue of $953.11 million during the quarter, compared to analyst estimates of $814.35 million. ScanSource had a net margin of 2.44% and a return on equity of 10.10%. The company's revenue for the quarter was up 17.3% on a year-over-year basis. During the same period in the prior year, the business earned $1.02 EPS. As a group, equities analysts expect that ScanSource, Inc. will post 4.3 EPS for the current year.

ScanSource Profile

ScanSource, Inc is a global provider of technology products and solutions designed to help businesses enhance operational efficiency and customer engagement. The company specializes in the distribution of point-of-sale (POS) systems, barcode and data capture devices, networking and communications equipment, and value-added software and cloud services. By combining hardware, software and professional services, ScanSource supports channel partners in delivering end-to-end solutions across multiple industries, including retail, hospitality, healthcare and logistics.

Founded in 1992 and headquartered in Greenville, South Carolina, ScanSource has built a broad international footprint, serving customers throughout North, Central and South America as well as Europe, the Middle East and Africa.

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