Ingram Micro Holding Corporation (INGM)

Over the past six months, Ingram Micro's stock has been influenced by several events. The Q2 2025 earnings report showed net sales growth across all regions and business lines, exceeding guidance, and the company amended its term loan and increased its dividend. A ransomware attack in early July 2025 tested the company's resilience but did not impact Q2 results. The Q3 2025 earnings report showed strong results, with net sales growth and an increased dividend. Analyst ratings as of February 7, 2026, averaged a "Hold" rating, with The Goldman Sachs Group downgrading the stock to "neutral" in January 2026. As of February 6, 2026, the closing stock price was $21.81, with an 11.62% decrease over the last year.

Ingram Micro's demand patterns show growth across all geographic segments and primary lines of business in Q2 2025, with Asia-Pacific driven by client and endpoint solutions and EMEA by client and advanced solutions. In Q3 2025, net sales growth continued across all regions, with a shift towards lower-margin client and endpoint solutions and AI-enablement products. The company's business is influenced by technology megatrends such as cloud migration, enhanced security, IoT, hybrid work, and 5G, with potential demand fluctuations based on product categories and regional market dynamics.

Ingram Micro Holding Corporation is an American distributor of IT products and services, operating within the Technology Services sector. The company globally distributes IT products, cloud, and other services, offering a comprehensive portfolio including client and endpoint solutions, advanced solutions, and cloud-based solutions. Ingram Micro also provides technology services such as financing, marketing, lifecycle management, and IT support, serving a diverse customer base including resellers, retailers, systems integrators, and manufacturers.

Ingram Micro Holding Corp. has a significant global presence, operating in 57 countries with 134 logistics and service centers worldwide. Its geographic segments include North America, EMEA, Asia-Pacific, and Latin America, reaching nearly 90% of the global population.

Ingram Micro's brand reputation has been positively influenced by its focus on digital transformation and AI-powered platforms, while also facing challenges from a cybersecurity incident. The company's Xvantage platform has received awards and recognition for its innovative features and AI integration. Ingram Micro also strengthened its AWS leadership with dual 2025 AWS Partner Awards. However, a ransomware attack in early July 2025, although not impacting Q2 results, posed a temporary challenge to its reputation regarding security and reliability.

Ingram Micro Holding Corporation has 219 institutional owners and shareholders, holding a total of 247,406,373 shares. The largest institutional shareholders include Platinum Equity Advisors, LLC/DE, SMCWX - SMALLCAP WORLD FUND INC Class A, and American Century Companies Inc. Platinum Equity is the parent company of Ingram Micro. Institutional ownership accounts for 11.21% of shares outstanding, while individual/insider ownership is 0.89%, and PE/VC Firms hold 87.90%.