William Blair Reduces Earnings Estimates for Ingram Micro

Key Points

• William Blair has lowered Q3 2025 EPS estimates for Ingram Micro from $0.78 to $0.67, reflecting a cautious outlook for the company.
• Despite the reduction in earnings estimates, Ingram Micro reported $0.61 EPS for the last quarter, exceeding consensus expectations by a slight margin.
• Ingram Micro has announced a quarterly dividend of $0.078, which is a decrease from the previous $0.08 per share, while maintaining a payout ratio of 25.86%.

Ingram Micro Holding Corporation (NYSE:INGM - Free Report) - Equities research analysts at William Blair lowered their Q3 2025 earnings per share estimates for Ingram Micro in a research note issued to investors on Thursday, August 7th. William Blair analyst M. Nolan now forecasts that the company will earn $0.67 per share for the quarter, down from their prior estimate of $0.78. The consensus estimate for Ingram Micro's current full-year earnings is $2.71 per share. William Blair also issued estimates for Ingram Micro's Q4 2025 earnings at $0.92 EPS, FY2025 earnings at $2.81 EPS, Q1 2026 earnings at $0.75 EPS, Q2 2026 earnings at $0.81 EPS, Q3 2026 earnings at $0.75 EPS, Q4 2026 earnings at $0.84 EPS, FY2026 earnings at $3.14 EPS and FY2027 earnings at $3.43 EPS.

Ingram Micro (NYSE:INGM - Get Free Report) last announced its quarterly earnings data on Wednesday, August 6th. The company reported $0.61 earnings per share for the quarter, beating analysts' consensus estimates of $0.60 by $0.01. Ingram Micro had a return on equity of 17.33% and a net margin of 0.53%. The business had revenue of $12.79 billion for the quarter, compared to analyst estimates of $11.99 billion.

INGM has been the subject of several other reports. JPMorgan Chase & Co. boosted their target price on shares of Ingram Micro from $21.00 to $24.00 and gave the company a "neutral" rating in a research note on Thursday, July 17th. Wall Street Zen cut shares of Ingram Micro from a "buy" rating to a "hold" rating in a research note on Saturday. The Goldman Sachs Group decreased their target price on shares of Ingram Micro from $29.00 to $25.00 and set a "buy" rating for the company in a research note on Friday, May 9th. Raymond James Financial lowered their price target on Ingram Micro from $26.00 to $24.00 and set an "outperform" rating on the stock in a research report on Thursday, August 7th. Finally, Morgan Stanley downgraded Ingram Micro from an "overweight" rating to an "equal weight" rating and lowered their price target for the stock from $23.00 to $22.00 in a research report on Wednesday, June 11th. Eight investment analysts have rated the stock with a hold rating and ten have given a buy rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $25.79.

Ingram Micro Stock Performance

Shares of INGM traded up $0.30 during mid-day trading on Friday, reaching $19.10. The company had a trading volume of 122,075 shares, compared to its average volume of 386,723. Ingram Micro has a 52-week low of $14.25 and a 52-week high of $25.69. The company has a quick ratio of 0.93, a current ratio of 1.39 and a debt-to-equity ratio of 0.75. The stock has a market capitalization of $4.48 billion and a P/E ratio of 16.46. The stock has a 50 day moving average of $20.20 and a two-hundred day moving average of $19.86.

Ingram Micro Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 2nd. Investors of record on Tuesday, August 19th will be given a dividend of $0.078 per share. The ex-dividend date is Tuesday, August 19th. This is a positive change from Ingram Micro's previous quarterly dividend of $0.08. This represents a $0.31 dividend on an annualized basis and a yield of 1.6%. Ingram Micro's dividend payout ratio (DPR) is 25.86%.

Hedge Funds Weigh In On Ingram Micro

A number of institutional investors have recently added to or reduced their stakes in the stock. American Century Companies Inc. lifted its position in Ingram Micro by 24.0% in the second quarter. American Century Companies Inc. now owns 2,859,753 shares of the company's stock valued at $59,597,000 after buying an additional 552,620 shares during the last quarter. Rhumbline Advisers boosted its holdings in 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 acquiring an additional 803 shares during the period. AXQ Capital LP purchased a new position in Ingram Micro during the 2nd quarter valued at about $432,000. Franklin Resources Inc. boosted its holdings in Ingram Micro by 54.0% during the 2nd quarter. Franklin Resources Inc. now owns 17,682 shares of the company's stock valued at $368,000 after acquiring an additional 6,199 shares during the period. Finally, Creative Planning acquired a new position in Ingram Micro during the 2nd quarter worth $601,000.

Ingram Micro Company Profile

Ingram Micro is a leading solutions provider by revenue for the global information technology (“IT”) ecosystem helping power the world's leading technology brands. With our vast infrastructure and focus on client and endpoint solutions (formerly referred to as commercial & consumer, as described elsewhere in this prospectus), advanced solutions offerings and cloud-based solutions, we enable our business partners to scale and operate more efficiently in the markets they serve.