ePlus inc. (PLUS)

ePlus, Inc.'s stock price experienced several notable events over the past six months. In November 2025, the company reported strong financial results for Q2 fiscal year 2026 and raised its guidance, but the stock declined slightly. In February 2026, the company announced strong Q3 financial results for fiscal year 2026 and further raised its full-year guidance. In April 2026, an analyst report highlighted concerns about decelerating revenue growth and weak cash profitability, impacting investor sentiment, while Zacks upgraded the stock to a "Strong Buy" rating. In May 2026, ePlus launched a new Memory Optimization and Reclamation Assessment service and unveiled a new website, with a modest decline in shares amidst mixed performance in the software sector. Overall, the stock has trended up by 2.26% in the past six months.

ePlus experiences demand seasonality, particularly in its second fiscal quarter (July through September). This period often captures the fiscal year-end of major vendors like Cisco Systems, leading to a surge in hardware and software orders. This seasonal pattern can temporarily expand accounts receivable and increase inventory balances.

ePlus, Inc. is a consultative technology solutions provider optimizing IT environments and supply chain processes in the United States and internationally. The company operates in the Technology sector, specifically in IT Solutions and Services and Software - Application industries, offering a comprehensive portfolio of products and services, including hardware, software, maintenance, professional services, managed services, and financing solutions. Key areas of focus include AI, security, cloud, networking, collaboration, data center, and critical infrastructure.

ePlus has a multinational presence with operations throughout the United States, the United Kingdom, India, Singapore, the Netherlands, and Israel. The company leverages an extensive partner network and manages global logistics, having shipped to nearly 100 countries and transacting in multiple currencies. Its headquarters are located in Herndon, Virginia, USA.

ePlus has received several positive recognitions in the past year, contributing to a strong brand reputation. In March 2026, ePlus was named to the CRN Tech Elite 250 and ranked in the Elite 150 of the CRN Managed Service Provider 500 List. In 2025, ePlus received several partner awards, including Cisco 2025 Americas East Area Security Partner of the Year. In 2024, ePlus was recognized as Digital Realty's 2024 Rising Star Partner of the Year. In May 2026, Deanna Davenport, VP of Customer Experience, was honored on the 2026 Women of the Channel Power 80 Solution Provider list. Employee reviews describe a collaborative, customer-focused, and innovative work culture.

ePlus, Inc. is primarily owned by institutional investors, who hold a significant majority of the company's shares. As of May 2026, ePlus has 273 institutional owners holding a total of 24,020,687 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and River Road Asset Management, LLC. Individual insiders, including current and former executives and board members, also maintain stakes in the company, with Eric D. Hovde being the largest individual shareholder, owning 11.55 million shares, representing 43.76% of the company.