Ingram Micro Holding Corporation (NYSE:INGM) Receives Consensus Recommendation of "Hold" from Analysts

Key Points

• Analyst consensus: Hold — Ten analysts average a "Hold" rating on INGM (1 sell, 4 hold, 5 buy) with a 12‑month price target of about $24.43.
• Operationally Ingram Micro reported a record Q4 with revenue and EPS beats (Q revenue $14.88B, EPS $0.96) and announced a $100M share buyback plus a modest dividend increase, signaling management confidence in the business.
• Principal shareholder secondary offering (priced at $22.25 for ~8.99M shares as part of a larger $200M offering) sparked heavy selling pressure, driving premarket declines of ~12.8% and contributing to a recent ~16.5% drop in the stock.

Shares of Ingram Micro Holding Corporation (NYSE:INGM - Get Free Report) have been assigned an average rating of "Hold" from the ten ratings firms that are currently covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, four have given a hold recommendation and five have issued a buy recommendation on the company. The average 12-month price objective among analysts that have covered the stock in the last year is $24.4286.

INGM has been the subject of several analyst reports. William Blair reissued an "outperform" rating on shares of Ingram Micro in a research note on Tuesday. JPMorgan Chase & Co. reiterated an "underweight" rating and issued a $24.00 price objective on shares of Ingram Micro in a report on Monday, December 15th. Wall Street Zen upgraded Ingram Micro from a "buy" rating to a "strong-buy" rating in a research report on Saturday. Raymond James Financial set a $27.00 target price on Ingram Micro in a research note on Tuesday. Finally, Zacks Research raised Ingram Micro from a "strong sell" rating to a "hold" rating in a research note on Monday, February 23rd.

Ingram Micro News Roundup

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

Institutional Investors Weigh In On Ingram Micro

A number of institutional investors have recently made changes to their positions in INGM. Comerica Bank lifted its holdings in Ingram Micro by 2,844.2% during the 3rd quarter. Comerica Bank now owns 3,798 shares of the company's stock worth $82,000 after buying an additional 3,669 shares in the last quarter. CWM LLC increased its position in shares of 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 acquiring an additional 705 shares during the period. Wells Fargo & Company MN raised its stake in shares of Ingram Micro by 33.2% in the fourth quarter. Wells Fargo & Company MN now owns 4,136 shares of the company's stock valued at $88,000 after acquiring an additional 1,031 shares in the last quarter. Aster Capital Management DIFC Ltd acquired a new stake in shares of Ingram Micro in the fourth quarter valued at $94,000. Finally, Aquatic Capital Management LLC purchased a new position in Ingram Micro in the third quarter valued at $110,000.

Ingram Micro Stock Down 16.5%

Shares of INGM opened at $22.02 on Friday. Ingram Micro has a 52-week low of $14.25 and a 52-week high of $26.38. The company has a quick ratio of 0.95, a current ratio of 1.33 and a debt-to-equity ratio of 0.65. The stock has a fifty day simple moving average of $21.54 and a two-hundred day simple moving average of $21.35. The company has a market capitalization of $5.18 billion, a PE ratio of 15.96, a price-to-earnings-growth ratio of 0.75 and a beta of 2.27.

Ingram Micro (NYSE:INGM - Get Free Report) last announced its quarterly earnings data on Monday, March 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.90 by $0.06. Ingram Micro had a net margin of 0.62% and a return on equity of 16.78%. The firm had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.18 billion. The company's quarterly revenue was up 11.5% compared to the same quarter last year. As a group, equities analysts forecast that Ingram Micro will post 2.71 EPS for the current year.

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

Ingram Micro Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 24th. Investors of record on Tuesday, March 10th will be issued a $0.082 dividend. This is an increase from Ingram Micro's previous quarterly dividend of $0.08. The ex-dividend date is Tuesday, March 10th. This represents a $0.33 annualized dividend and a yield of 1.5%. Ingram Micro's payout ratio is presently 23.19%.

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.

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