PC Connection, Inc. (CNXN)

PC Connection, Inc. (CNXN) stock has increased by 13.4% in the past six months. The company reported its fourth-quarter and full-year 2025 results, leading to a +9.14% stock movement. Connection earned the Cisco Gold Provider Designation, with the stock experiencing a -2.30% movement. The company received Zebra Technologies' 2025 Partner of the Year Award, and the stock saw a -3.29% movement. Connection was recognized as a 2026 Dell Technologies Titanium Black Partner, resulting in a -0.63% movement in the stock. PC Connection reported strong first-quarter 2026 results, with net sales up 3.0% year-over-year and adjusted diluted EPS of $0.77, followed by a +0.57% movement in the stock. The company also declared a quarterly dividend of $0.20 per share.

While specific seasonal patterns are not detailed, PC Connection, Inc.'s demand is influenced by economic cycles and technology trends. A PC refresh cycle is ongoing through 2026, and AI-driven demand is expanding. Macroeconomic factors can affect demand, and there is uncertainty regarding pricing dynamics and memory shortages, potentially leading to softening in the latter half of 2026.

PC Connection, Inc., operating as Connection, is an IT solutions provider offering a range of products and services to SMBs, large enterprises, and the public sector. Founded in 1982 and headquartered in Merrimack, New Hampshire, the company operates in the Technology sector, providing IT solutions such as computer systems, data center solutions, and AI. Its product portfolio includes notebooks, desktops, software, servers, networking products, and cloud solutions. PC Connection also offers managed, professional, cybersecurity, digital workspace, modern infrastructure, multicloud, and supply chain services, along with the CNXN Helix initiative for AI and robotics.

PC Connection, Inc. is headquartered in Merrimack, New Hampshire, with sales and support offices in Keene, New Hampshire; Rockville, Maryland; Dakota Dunes, South Dakota; Boca Raton, Florida; Schaumburg, Illinois; and Exton, Pennsylvania. The company operates a distribution and fulfillment complex in Wilmington, Ohio, and its IT procurement network extends across more than 150 countries.

PC Connection has maintained a strong brand reputation, being recognized by Newsweek as one of "America's Most Trustworthy Companies" for three years and debuting on Newsweek's "World's Most Trustworthy Companies" in 2024. The company has received industry accolades, including being recognized as a 2026 Dell Technologies Titanium Black Partner and earning Zebra Technologies' 2025 Partner of the Year Award, and achieved the Cisco Gold Provider Designation. Connection sponsors the IT Superhero Awards and demonstrates its commitment to innovation through the CNXN Helix Center for Applied AI and Robotics. The company emphasizes its commitment to providing high-quality services.

The ownership structure of PC Connection, Inc. includes institutional, individual, and company treasury stock, with substantial insider ownership. The Estate of David Mclellan Hall is the largest individual shareholder, holding 56.16% of the company, while Patricia Gallup holds 19.30%. Prominent institutional shareholders include BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, State Street Corp, and Geode Capital Management, Llc, collectively holding 42.63% of the company's stock as of March 31, 2025.