PC Connection, Inc. (CNXN)

In the past six months, PC Connection, Inc.'s stock price has been influenced by company-specific announcements and broader market dynamics. The company reported its Fourth Quarter and Full Year 2025 earnings on February 4, 2026, beating EPS estimates but missing on revenue, declaring a dividend increase and approving a share repurchase program. On October 29, 2025, the Q3 2025 earnings report indicated that both EPS and revenues lagged estimates. The stock has seen fluctuations tied to geopolitical events and institutional interest, with JPMorgan reportedly raising its stake. PC Connection announced it achieved Dell Technologies' Titanium Black partner status for 2026 on April 1, 2026, which positively impacted the stock. A routine CEO RSU vesting event was also disclosed around April 1, 2026.

Specific details regarding seasonal patterns for PC Connection, Inc.'s products and services were not explicitly outlined in the search results, although "CNXN Seasonality" displays mean and median monthly returns to identify seasonal patterns.

PC Connection, Inc. (CNXN) is a leading IT solutions provider, operating in the Digital Hardware sector and the Computers, Parts and Peripherals, IT Consulting and Outsourcing, and Catalog & Mail Order Houses industries. The company offers computer systems, software, peripheral equipment, networking communications, data center solutions, and AI solutions. Its service offerings include managed and professional services, cybersecurity, digital workspace, modern infrastructure, multicloud, and supply chain and lifecycle solutions. Key product categories include notebooks/mobility, desktops, servers/storage, accessories, displays and sound, conferencing and AV products, electronics, media and supplies, office equipment, power products, printers and supplies. PC Connection, Inc. serves a diverse customer base through three segments: Connection Business Solutions, Connection Enterprise Solutions, and Connection Public Sector Solutions.

Headquartered in Merrimack, New Hampshire, PC Connection, Inc. has 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. PC Connection, Inc. facilitates global IT supply chain optimization across 174 countries.

In the past year, PC Connection, Inc. has received several accolades. The company was recognized as a 2026 Dell Technologies Titanium Black Partner and earned Zebra Technologies' 2025 Partner of the Year Award. Connection achieved Cisco Gold Provider Designation in February 2026. The company was recognized by Forbes as one of America's Dream Employers for 2026 and has been named one of "America's Best-in-State Employers" by Forbes twice. PC Connection has been honored as a Gold NH Veteran Friendly Business and distinguished as one of the "Most Trustworthy Companies in America" by Newsweek for the past three years. In 2024, it debuted on Newsweek's ranking of "World's Most Trustworthy Companies."

PC Connection, Inc. has a diverse ownership structure, with significant stakes held by institutional and individual investors. Major institutional shareholders include BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, State Street Corp, and others. The Estate of David Mclellan Hall is the largest individual owner, holding 56.16% of the company. Co-founder Patricia Gallup holds 19.30% of the company.