TD SYNNEX (NYSE:SNX) Issues Q4 2025 Earnings Guidance

Key Points

• TD SYNNEX has issued fourth quarter 2025 earnings guidance with an earnings per share forecast of $3.450-$3.950 and revenue guidance of $16.5 billion-$17.3 billion, exceeding consensus estimates.
• Multiple analysts have raised their price targets for TD SYNNEX stock, with JPMorgan increasing it to $160.00, Morgan Stanley to $173.00, and Bank of America to $170.00, indicating a positive outlook for the company.
• Insider transactions show a notable decrease in holdings, with insiders selling a total of 66,240 shares in the last 90 days, amidst a broader market capitalization of $12.40 billion for TD SYNNEX.

TD SYNNEX (NYSE:SNX - Get Free Report) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.450-3.950 for the period, compared to the consensus earnings per share estimate of 3.260. The company issued revenue guidance of $16.5 billion-$17.3 billion, compared to the consensus revenue estimate of $16.0 billion.

Analyst Ratings Changes

Several research firms recently weighed in on SNX. JPMorgan Chase & Co. upped their price objective on shares of TD SYNNEX from $143.00 to $160.00 and gave the stock a "neutral" rating in a research report on Thursday, July 17th. Morgan Stanley upped their price target on shares of TD SYNNEX from $155.00 to $173.00 and gave the stock an "overweight" rating in a report on Thursday, September 18th. Wall Street Zen upgraded shares of TD SYNNEX from a "hold" rating to a "buy" rating in a research report on Saturday, August 16th. Bank of America boosted their price objective on shares of TD SYNNEX from $156.00 to $170.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Finally, Barclays set a $140.00 target price on TD SYNNEX in a report on Tuesday, June 24th. Eight research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $153.10.

TD SYNNEX Stock Down 1.0%

Shares of SNX opened at $150.37 on Thursday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.75 and a current ratio of 1.26. TD SYNNEX has a 52 week low of $92.23 and a 52 week high of $154.44. The stock has a market capitalization of $12.40 billion, a price-to-earnings ratio of 17.57, a PEG ratio of 1.24 and a beta of 1.35. The stock has a fifty day moving average of $147.63 and a 200-day moving average of $130.24.

TD SYNNEX (NYSE:SNX - Get Free Report) last posted its quarterly earnings data on Tuesday, June 24th. The business services provider reported $2.99 EPS for the quarter, beating analysts' consensus estimates of $2.71 by $0.28. TD SYNNEX had a net margin of 1.21% and a return on equity of 11.58%. The company had revenue of $14.95 billion for the quarter, compared to analyst estimates of $14.30 billion. During the same period in the prior year, the firm posted $2.73 EPS. The company's quarterly revenue was up 7.2% on a year-over-year basis. As a group, sell-side analysts anticipate that TD SYNNEX will post 11.88 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other TD SYNNEX news, insider Alim Dhanji sold 1,257 shares of the stock in a transaction that occurred on Tuesday, July 22nd. The stock was sold at an average price of $142.41, for a total transaction of $179,009.37. Following the transaction, the insider directly owned 10,984 shares in the company, valued at approximately $1,564,231.44. This represents a 10.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ann F. Vezina sold 812 shares of the company's stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $150.42, for a total value of $122,141.04. Following the sale, the director owned 6,079 shares of the company's stock, valued at $914,403.18. This trade represents a 11.78% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 66,240 shares of company stock valued at $9,054,884. 1.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC lifted its position in shares of TD SYNNEX by 17.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 852 shares of the business services provider's stock worth $116,000 after buying an additional 126 shares in the last quarter. IHT Wealth Management LLC bought a new stake in shares of TD SYNNEX in the 2nd quarter worth approximately $233,000. Boothbay Fund Management LLC bought a new position in TD SYNNEX during the second quarter valued at $238,000. Meiji Yasuda Asset Management Co Ltd. purchased a new stake in TD SYNNEX in the second quarter worth $244,000. Finally, Gamco Investors INC. ET AL purchased a new stake in TD SYNNEX in the second quarter worth $640,000. 84.00% of the stock is currently owned by hedge funds and other institutional investors.

About TD SYNNEX

TD SYNNEX Corporation operates as a distributor and solutions aggregator for the information technology (IT) ecosystem. The company offers personal computing devices and peripherals, mobile phones and accessories, printers, supplies, and endpoint technology software; and data center technologies, such as hybrid cloud, security, storage, networking, servers, technology software, and converged and hyper-converged infrastructure, as well as computing components.

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