ePlus inc. (PLUS)

ePlus, Inc.'s stock price has generally trended upwards, increasing by 36.51% over the past six months. The company reported strong first-quarter fiscal year 2026 earnings and initiated its first-ever quarterly cash dividend and authorized a new share repurchase program on August 7, 2025. On November 6, 2025, the company announced its second-quarter fiscal year 2026 financial results, reporting robust growth in net sales and diluted earnings per share and declared a quarterly cash dividend. Mike Portegello was appointed to the Board of Directors on January 6, 2026. On February 4, 2026, ePlus reported its third-quarter fiscal year 2026 earnings, which significantly exceeded analyst expectations, raised its full-year fiscal 2026 guidance, and declared a quarterly cash dividend.

While explicit seasonal demand patterns are not detailed, demand is influenced by AI initiatives, cybersecurity, cloud migration, and AI infrastructure consulting. Demand can be dependent on specific product categories, and shifts in demand or supply for these products could materially affect results. The broader technology sector has a recognized seasonal timeframe of strength from October 9 to February 15.

ePlus, Inc. is a consultative technology solutions provider offering a range of IT solutions and services, focusing on optimizing IT environments and supply chain processes. The company's offerings include third-party hardware, software, maintenance, and professional services like staff augmentation, cloud consulting, and security solutions. ePlus serves middle-market to large enterprises, state and local government, and key sectors such as telecommunications, healthcare, and financial services.

ePlus, Inc. has a global presence with operations primarily in the United States. The company also operates in international markets, including the United Kingdom, the European Union, India, Singapore, the Netherlands, and Israel. ePlus maintains over 30 locations worldwide, with its headquarters in Herndon, Virginia.

ePlus has maintained a strong brand reputation, marked by industry recognitions and strategic initiatives. The company was ranked number 26 on CRN's 2024 Solution Provider 500 list and received five awards at the 2024 Cisco Partner Summit. Dori White, ePlus Vice President, was named Solution Provider Marketing Executive of the Year in CRN's 2025 Women of the Year Awards. An AI Industry Pulse Poll revealed a strategic shift in how organizational leaders view AI, moving from a focus on efficiency to expansion.

ePlus, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Approximately 59.15% of the company's stock is held by institutional investors, while insiders own about 1.99%, and public companies and individual investors account for 38.86%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, River Road Asset Management, LLC, IJR - iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, Fmr Llc, State Street Corp, American Century Companies Inc, AltraVue Capital, LLC, and Geneva Capital Management Llc.