Q3 Earnings Estimate for PC Connection Issued By Sidoti Csr

Key Points

• PC Connection's Q3 2025 earnings per share (EPS) estimate has been cut from $1.05 to $1.00 by Sidoti Csr, reflecting a more cautious outlook for the company.
• The company's recent quarterly dividend payment was $0.15 per share, resulting in an annualized dividend yield of 0.94% and a payout ratio of 18.18%.
• PC Connection experienced a significant increase in institutional investments, with GAMMA Investing LLC raising its stake by 26,952.8%, indicating growing confidence among major investors.

PC Connection, Inc. (NASDAQ:CNXN - Free Report) - Equities researchers at Sidoti Csr reduced their Q3 2025 earnings per share (EPS) estimates for PC Connection in a note issued to investors on Thursday, July 24th. Sidoti Csr analyst A. Lebiedzinski now forecasts that the company will post earnings of $1.00 per share for the quarter, down from their previous estimate of $1.05. The consensus estimate for PC Connection's current full-year earnings is $3.33 per share. Sidoti Csr also issued estimates for PC Connection's Q1 2026 earnings at $0.63 EPS, Q3 2026 earnings at $1.22 EPS, Q4 2026 earnings at $1.24 EPS and FY2026 earnings at $4.20 EPS.

PC Connection (NASDAQ:CNXN - Get Free Report) last released its earnings results on Wednesday, April 30th. The company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.42 by $0.18. The company had revenue of $701.05 million for the quarter, compared to the consensus estimate of $646.37 million. PC Connection had a return on equity of 9.95% and a net margin of 3.04%.

Separately, Wall Street Zen downgraded PC Connection from a "strong-buy" rating to a "buy" rating in a research report on Friday, May 9th.

PC Connection Trading Up 0.5%

NASDAQ CNXN traded up $0.30 on Friday, hitting $64.30. 16,871 shares of the company traded hands, compared to its average volume of 105,427. The company has a market capitalization of $1.63 billion, a price-to-earnings ratio of 19.51, a P/E/G ratio of 1.89 and a beta of 0.69. The business's 50 day moving average price is $65.77 and its 200-day moving average price is $65.39. PC Connection has a 52-week low of $56.82 and a 52-week high of $77.19.

Hedge Funds Weigh In On PC Connection

Several large investors have recently made changes to their positions in the business. Nuveen Asset Management LLC increased its holdings in shares of PC Connection by 12.7% in the fourth quarter. Nuveen Asset Management LLC now owns 113,261 shares of the company's stock worth $7,846,000 after purchasing an additional 12,795 shares during the last quarter. SG Americas Securities LLC bought a new stake in shares of PC Connection in the first quarter worth about $339,000. GAMMA Investing LLC increased its holdings in shares of PC Connection by 333.4% in the first quarter. GAMMA Investing LLC now owns 2,167 shares of the company's stock worth $135,000 after purchasing an additional 1,667 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of PC Connection by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 1,118,289 shares of the company's stock worth $77,464,000 after purchasing an additional 8,723 shares during the last quarter. Finally, Rhumbline Advisers increased its holdings in shares of PC Connection by 17.3% in the first quarter. Rhumbline Advisers now owns 100,200 shares of the company's stock worth $6,254,000 after purchasing an additional 14,768 shares during the last quarter. 42.85% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Timothy J. Mcgrath sold 26,565 shares of the business's stock in a transaction dated Tuesday, May 27th. The stock was sold at an average price of $66.80, for a total value of $1,774,542.00. Following the transaction, the chief executive officer directly owned 265,827 shares in the company, valued at $17,757,243.60. The trade was a 9.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Jack L. Ferguson sold 1,000 shares of the business's stock in a transaction dated Wednesday, May 28th. The shares were sold at an average price of $66.32, for a total value of $66,320.00. Following the completion of the transaction, the director owned 66,055 shares in the company, valued at $4,380,767.60. The trade was a 1.49% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 33,005 shares of company stock worth $2,205,614 over the last 90 days. Company insiders own 55.20% of the company's stock.

PC Connection Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 30th. Stockholders of record on Tuesday, May 13th were given a $0.15 dividend. The ex-dividend date was Tuesday, May 13th. This represents a $0.60 annualized dividend and a dividend yield of 0.93%. PC Connection's payout ratio is 18.18%.

PC Connection Company Profile

PC Connection, Inc, together with its subsidiaries, provides a range of information technology (IT) solutions. The company operates through three segments: Business Solutions, Enterprise Solutions, and Public Sector Solutions. It offers IT products, such as computer systems, software and peripheral equipment, networking communications, and other products and accessories.