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Ingram Micro Holding Corporation (INGM)

USD28.19 -1.27 (-4.30%)
US NYSE Technology Information Technology Services
Address 3351 Michelson Drive 92612
Irvine, CA, US
CEO Paul D. Bay
IPO 2024-10-24
CIK 1897762 ISIN US4571521065

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Description

Ingram Micro Holding Corporation, operating globally through its various subsidiaries, delivers a broad spectrum of technology services and solutions. Its client base spans vendors, resellers, and retailers across regions such as North America, Europe, the Middle East, Africa, Asia-Pacific, and Latin America. The company offers a comprehensive Ingram Micro Cloud Marketplace portfolio, featuring a wide array of third-party cloud-based services and subscription products accessible via its Ingram Micro Xvantage platform. Beyond these, it also furnishes crucial support services like training, IT asset disposition (ITAD), reverse logistics, repair, and various financial solutions. For both corporate and individual consumers, Ingram Micro supplies a range of client and endpoint technologies. These encompass devices such as desktop PCs, laptops, and tablets, alongside printers, various application software, and a selection of peripherals and accessories. The company also distributes its own branded solutions and essential components like hard drives, motherboards, and video cards. Furthermore, its portfolio extends to enterprise-grade hardware and software. This includes robust solutions for servers, data storage, networking, and general infrastructure, alongside hybrid and software-defined technologies. Specialized offerings also cover cybersecurity, power and cooling management, and virtualization. Other specialized product categories include data capture/point-of-sale (DC/POS) systems, physical security setups, audio-visual and digital signage equipment, unified communications and collaboration (UCC) tools, telephony systems, smart office and home automation technologies, and artificial intelligence products. A significant portion of its services comprises third-party cloud-based subscriptions and offerings, spanning critical areas such as business applications, robust security solutions, communication and collaboration tools, cloud enablement services, and infrastructure-as-a-service (IaaS) offerings. Moreover, Ingram Micro manages the CloudBlue digital commerce platform, which delivers comprehensive software-as-a-service (SaaS) solutions for multi-channel and multi-tier catalog administration, subscription oversight, billing processes, and overall orchestration. Established in 1979, the company maintains its headquarters in Irvine, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD28.19 -1.27 (-4.30%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.79
Float Shares
20.84M
Free Float %
9.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.56% -2.66% -6.93% +21.97% +28.66% +23.29% +26.55% +6.95% +6.95% +6.95% +6.95%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (10 ratings, all time) Buy
Price Targets & DCF
Current price
28.19
Low 21.00 -25.5%
Consensus 28.83 +2.3%
Median 29.50 +4.7%
High 34.00 +20.6%
DCF (Unlevered) 45.00 +59.7%
DCF (Levered) 103.60 +267.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 47% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 5 0
Hold 7 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 5
30.40
+7.9%
Last Quarter 6
29.83
+5.8%
Last Year 9
27.56
-2.2%
All Time 14
27.29
-3.2%
Quality scores
Altman Z-Score
3.32
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Information Technology Services: +10.1%
    +9.5% Q1'26: +13.7% (vs Q1'25)
  • EPS growth Information Technology Services: +16.7%
    +17.8% Q1'26: +44.8% (vs Q1'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    +1.6% Q1'26: -7.3% (vs Q1'25)
  • EBIT margin Information Technology Services: +9.0%
    +1.8% Q1'26: +1.7% (vs Q1'25)
  • ROIC Information Technology Services: +9.5%
    +17.6% Q1'26: +14.4% (vs Q1'25)
  • Share dilution Information Technology Services: +0.0%
    +4.7% Q1'26: +1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    0.72× Q1'26: 0.99× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.01) × ERP
WACC = 87% × Ke + 13% × Kd (33.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 44.82 Current price: 28.19
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
11 Rev. Ana.
8 EPS Ana.
Dec 2027
11 Rev. Ana.
8 EPS Ana.
Dec 2028
8 Rev. Ana.
2 EPS Ana.
Revenue
47.98B
est: 47.84B (+0.3%)
52.56B
est: 51.98B (+1.1%)
56.43B
55.76B – 57.39B
+8.6% YoY
58.03B
56.46B – 59.34B
+2.8% YoY
59.44B
59.44B – 59.44B
+2.4% YoY
EBITDA
1.10B
est: 1.55B (-28.7%)
1.26B
est: 1.68B (-24.8%)
1.82B
1.80B – 1.85B
+8.6% YoY
1.88B
1.82B – 1.92B
+2.8% YoY
1.92B
1.92B – 1.92B
+2.4% YoY
EBIT
784.22M
est: 1.27B (-38.1%)
936.66M
est: 1.38B (-32.0%)
1.49B
1.48B – 1.52B
+8.6% YoY
1.54B
1.50B – 1.57B
+2.8% YoY
1.57B
1.57B – 1.57B
+2.4% YoY
Net Income
264.22M
est: 610.80M (-56.7%)
327.88M
est: 680.15M (-51.8%)
770.21M
745.36M – 795.05M
+13.2% YoY
862.33M
833.50M – 891.15M
+12.0% YoY
958.17M
814.53M – 1.10B
+11.1% YoY
SGA
2.59B
est: 2.56B (+1.0%)
2.57B
est: 2.78B (-7.8%)
3.02B
2.99B – 3.07B
+8.6% YoY
3.11B
3.02B – 3.18B
+2.8% YoY
3.18B
3.18B – 3.18B
+2.4% YoY
EPS
1.18
est: 2.79 (-57.7%)
1.40
est: 2.84 (-50.8%)
3.27
3.17 – 3.38
+14.9% YoY
3.66
3.54 – 3.79
+12.1% YoY
4.07
3.46 – 4.68
+11.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Truist Securities Hold Hold Maintain
2026-05-04 JP Morgan Underweight Underweight Maintain
2026-04-23 Goldman Sachs Neutral Neutral Maintain
2026-04-21 RBC Capital Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 5/5 4/5 3/5 2/5 3/5 4/5
2026-05-08 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-05-07 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-05-06 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-05-05 A- 4/5 5/5 3/5 3/5 2/5 4/5 4/5
2026-05-04 A- 4/5 5/5 3/5 3/5 2/5 4/5 4/5
2026-05-01 B- 3/5 5/5 3/5 3/5 2/5 1/5 1/5
2026-04-30 B- 3/5 5/5 3/5 3/5 2/5 1/5 1/5
2026-04-29 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-28 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-27 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-24 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-23 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-22 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-21 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-20 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-17 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-04-16 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
86.55M
OE per share TTM
0.42
Owner's Yield
1.37%
Maintenance CapEx ratio
9.42%
Maint CapEx / Avg PPE
1.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
30
Total invested
51.20M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
30
-112 vs prev Q
New positions
5
Closed positions
117
Increased
17
Reduced
4
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 PLATINUM EQUITY ADVISORS, LLC/DE 210.95M +— (+0.0%) 4.50B -31.6M (-0.7%) 89.83% -0.002 pp 54.71% -4.149 pp USD19.39 +10.1% 5 qtrs
2 VICTORY CAPITAL MANAGEMENT INC 3.13M +673.8K (+27.5%) 66.72M +14.0M (+26.6%) 1.33% +0.287 pp 0.04% +0.007 pp USD19.53 +9.3% 5 qtrs
3 AMERICAN CENTURY COMPANIES INC 2.68M -232.1K (-8.0%) 57.25M -5.4M (-8.6%) 1.14% -0.099 pp 0.03% -0.003 pp USD19.46 +9.7% 5 qtrs
4 WELLINGTON MANAGEMENT GROUP LLP 2.66M +556.9K (+26.4%) 56.83M +11.6M (+25.6%) 1.13% +0.237 pp 0.01% +0.002 pp USD19.42 +9.9% 5 qtrs
5 CAPITAL WORLD INVESTORS 2.64M +302.9K (+12.9%) 56.38M +6.1M (+12.2%) 1.13% +0.129 pp 0.01% +0.001 pp USD19.58 +9.0% 5 qtrs
6 LIND VALUE II APS 2.42M +221.0K (+10.1%) 51.63M +4.4M (+9.3%) 1.03% +0.094 pp 16.68% -1.153 pp USD21.15 +0.9% 3 qtrs
7 RIVER ROAD ASSET MANAGEMENT, LLC 1.33M +620.1K (+87.0%) 28.44M +13.1M (+85.7%) 0.57% +0.264 pp 0.31% +0.140 pp USD21.42 -0.4% 2 qtrs
8 INVENOMIC CAPITAL MANAGEMENT LP 1.09M +161.2K (+17.3%) 23.27M +3.3M (+16.5%) 0.46% +0.069 pp 1.08% +0.117 pp USD20.39 +4.7% 5 qtrs
9 AMERIPRISE FINANCIAL INC 1.03M -298.5K (-22.6%) 21.87M -6.6M (-23.1%) 0.44% -0.127 pp 0.00% -0.002 pp USD19.96 +6.9% 5 qtrs
10 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 988.3K -42.2K (-4.1%) 21.06M -1.8M (-7.7%) 0.42% -0.018 pp 0.03% -0.003 pp USD19.33 +10.4% 5 qtrs
11 GOLDMAN SACHS GROUP INC 789.3K +482.7K (+157.5%) 16.84M +10.3M (+155.7%) 0.34% +0.206 pp 0.00% +0.001 pp USD21.39 -0.2% 5 qtrs
12 BLACKROCK, INC. 727.3K -8.9K (-1.2%) 15.52M -299.3K (-1.9%) 0.31% -0.004 pp 0.00% +0.000 pp USD18.90 +12.9% 5 qtrs
13 MILLENNIUM MANAGEMENT LLC 556.7K +17.0K (+3.1%) 11.88M +281.8K (+2.4%) 0.24% +0.007 pp 0.01% +0.000 pp USD20.46 +4.3% 5 qtrs
14 JPMORGAN CHASE & CO 497.5K -1.6M (-76.3%) 10.62M -34.5M (-76.5%) 0.21% -0.682 pp 0.00% -0.002 pp USD19.17 +11.3% 5 qtrs
15 MORGAN STANLEY 496.4K -3.2K (-0.6%) 10.59M -142.9K (-1.3%) 0.21% -0.001 pp 0.00% +0.000 pp USD20.18 +5.7% 5 qtrs
16 NORGES BANK 400.0K +400.0K (+100.0%) 8.54M +8.5M (+100.0%) 0.17% +0.170 pp 0.00% +0.001 pp USD21.34 +0.0% 1 qtrs NEW
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 399.5K +106.9K (+36.5%) 8.52M +2.2M (+35.6%) 0.17% +0.046 pp 0.00% +0.000 pp USD20.40 +4.6% 4 qtrs
18 STATE STREET CORP 330.0K +17.8K (+5.7%) 7.04M +333.6K (+5.0%) 0.14% +0.008 pp 0.00% +0.000 pp USD20.15 +5.9% 5 qtrs
19 BANK OF AMERICA CORP /DE/ 319.4K +106.7K (+50.2%) 6.82M +2.2M (+49.1%) 0.14% +0.045 pp 0.00% +0.000 pp USD20.31 +5.1% 5 qtrs
20 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 314.4K -3.8K (-1.2%) 6.71M -129.8K (-1.9%) 0.13% -0.002 pp 0.02% -0.001 pp USD21.49 -0.7% 2 qtrs
21 BURKEHILL GLOBAL MANAGEMENT, LP 285.0K +— (+0.0%) 6.08M -42.8K (-0.7%) 0.12% +0.000 pp 0.40% +0.053 pp USD19.39 +10.1% 5 qtrs
22 ALYESKA INVESTMENT GROUP, L.P. 256.7K +256.7K (+100.0%) 5.48M +5.5M (+100.0%) 0.11% +0.109 pp 0.02% +0.016 pp USD21.34 +0.0% 5 qtrs
23 FIRST TRUST ADVISORS LP 199.1K +106.2K (+114.4%) 4.25M +2.3M (+112.9%) 0.08% +0.045 pp 0.00% +0.002 pp USD21.41 -0.3% 2 qtrs
24 JACOBS LEVY EQUITY MANAGEMENT, INC 173.3K -83.6K (-32.5%) 3.70M -1.8M (-33.0%) 0.07% -0.036 pp 0.01% -0.008 pp USD21.27 +0.3% 3 qtrs
25 CROSSINGBRIDGE ADVISORS, LLC 139.6K +69.6K (+99.4%) 3.09M +1.6M (+105.4%) 0.06% +0.030 pp 0.87% +0.099 pp USD21.37 -0.1% 3 qtrs
26 BANK OF NEW YORK MELLON CORP 137.5K +117.2K (+579.8%) 2.93M +2.5M (+575.1%) 0.06% +0.050 pp 0.00% +0.000 pp USD20.96 +1.8% 5 qtrs
27 BNP PARIBAS ARBITRAGE, SNC 129.3K -22.2K (-14.7%) 2.76M -497.1K (-15.3%) 0.06% -0.010 pp 0.00% -0.001 pp USD20.86 +2.3% 5 qtrs
28 SYNERGY ASSET MANAGEMENT, LLC 120.0K +14.8K (+14.0%) 2.56M +299.0K (+13.2%) 0.05% +0.006 pp 0.27% +0.184 pp USD21.47 -0.6% 2 qtrs
29 VOYA INVESTMENT MANAGEMENT LLC 116.2K -28.5K (-19.7%) 2.48M -630.4K (-20.3%) 0.05% -0.012 pp 0.00% -0.001 pp USD19.03 +12.1% 4 qtrs
30 VOLORIDGE INVESTMENT MANAGEMENT, LLC 111.0K -42.0K (-27.5%) 2.37M -919.8K (-28.0%) 0.05% -0.018 pp 0.01% -0.003 pp USD20.84 +2.4% 3 qtrs
31 VOLEON CAPITAL MANAGEMENT LP 110.6K +110.6K (+100.0%) 2.36M +2.4M (+100.0%) 0.05% +0.047 pp 0.05% +0.051 pp USD21.34 +0.0% 1 qtrs NEW
32 SCHONFELD STRATEGIC ADVISORS LLC 109.3K +24.1K (+28.3%) 2.33M +502.2K (+27.4%) 0.05% +0.010 pp 0.01% 0.000 pp USD21.23 +0.5% 3 qtrs
33 PULLEN INVESTMENT MANAGEMENT, LLC 107.8K +202.0 (+0.2%) 2.30M -11.8K (-0.5%) 0.05% +0.000 pp 1.21% -0.040 pp USD18.98 +12.4% 4 qtrs
34 GEODE CAPITAL MANAGEMENT, LLC 104.5K -33.9K (-24.5%) 2.23M -743.9K (-25.0%) 0.04% -0.014 pp 0.00% 0.000 pp USD19.98 +6.8% 5 qtrs
35 QUANTINNO CAPITAL MANAGEMENT LP 104.5K +49.5K (+89.8%) 2.23M +1.0M (+88.5%) 0.04% +0.021 pp 0.00% +0.001 pp USD21.36 -0.1% 3 qtrs
36 TWO SIGMA INVESTMENTS, LP 103.9K +61.3K (+144.0%) 2.22M +1.3M (+142.3%) 0.04% +0.026 pp 0.00% +0.002 pp USD21.40 -0.3% 2 qtrs
37 STATE OF ALASKA, DEPARTMENT OF REVENUE 98.8K +333.0 (+0.3%) 2.11M -8.0K (-0.4%) 0.04% +0.000 pp 0.02% +0.001 pp USD19.47 +9.6% 4 qtrs
38 HRT FINANCIAL LP 86.9K +51.0K (+142.0%) 1.85M +1.1M (+140.5%) 0.04% +0.022 pp 0.01% +0.003 pp USD21.40 -0.3% 2 qtrs
39 INVESCO LTD. 84.5K +10.1K (+13.6%) 1.80M +205.3K (+12.9%) 0.04% +0.004 pp 0.00% +0.000 pp USD19.96 +6.9% 5 qtrs
40 GOTHAM ASSET MANAGEMENT, LLC 77.7K +732.0 (+1.0%) 1.66M +4.1K (+0.2%) 0.03% +0.000 pp 0.01% -0.001 pp USD21.49 -0.7% 2 qtrs
41 GHISALLO CAPITAL MANAGEMENT LLC 75.0K -75.0K (-50.0%) 1.60M -1.6M (-50.3%) 0.03% -0.032 pp 0.07% -0.034 pp USD19.39 +10.1% 5 qtrs
42 CASTLEKNIGHT MANAGEMENT LP 64.0K +64.0K (+100.0%) 1.37M +1.4M (+100.0%) 0.03% +0.027 pp 0.03% +0.030 pp USD21.34 +0.0% 1 qtrs NEW
43 COMERICA BANK 63.3K +59.5K (+1,566.3%) 1.35M +1.3M (+1,554.7%) 0.03% +0.025 pp 0.01% +0.005 pp USD21.35 0.0% 3 qtrs
44 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 56.5K +— (+0.0%) 1.21M -8.5K (-0.7%) 0.02% +0.000 pp 0.04% -0.006 pp USD17.74 +20.3% 4 qtrs
45 JUMP FINANCIAL, LLC 52.8K -42.7K (-44.7%) 1.13M -926.5K (-45.1%) 0.02% -0.018 pp 0.01% -0.011 pp USD20.89 +2.2% 3 qtrs
46 OCCUDO QUANTITATIVE STRATEGIES LP 51.9K +27.6K (+113.5%) 1.11M +585.5K (+112.0%) 0.02% +0.012 pp 0.07% +0.011 pp USD21.11 +1.1% 3 qtrs
47 SEI INVESTMENTS CO 51.1K +9.5K (+22.8%) 1.09M +196.1K (+21.9%) 0.02% +0.004 pp 0.00% +0.000 pp USD20.14 +6.0% 5 qtrs
48 BARCLAYS PLC 49.1K +48.8K (+15,701.3%) 1.05M +1.0M (+15,591.9%) 0.02% +0.021 pp 0.00% +0.000 pp USD21.34 +0.0% 5 qtrs
49 BALYASNY ASSET MANAGEMENT L.P. 48.6K +658.0 (+1.4%) 1.04M +6.8K (+0.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD20.85 +2.4% 3 qtrs
50 AQR CAPITAL MANAGEMENT LLC 46.3K +11.9K (+34.6%) 987.8K +249.0K (+33.7%) 0.02% +0.005 pp 0.00% +0.000 pp USD21.03 +1.5% 3 qtrs
51 RUSSELL INVESTMENTS GROUP, LTD. 43.3K -12.4K (-22.3%) 924.3K -273.3K (-22.8%) 0.02% -0.005 pp 0.00% 0.000 pp USD21.07 +1.3% 5 qtrs
52 D. E. SHAW & CO., INC. 42.6K +9.0K (+26.8%) 908.2K +187.1K (+25.9%) 0.02% +0.004 pp 0.00% +0.000 pp USD21.46 -0.6% 2 qtrs
53 HUSSMAN STRATEGIC ADVISORS, INC. 42.0K +42.0K (+100.0%) 896.3K +896.3K (+100.0%) 0.02% +0.018 pp 0.22% +0.217 pp USD21.34 +0.0% 1 qtrs NEW
54 ALPHACENTRIC ADVISORS LLC 41.6K +41.6K (+100.0%) 888.4K +888.4K (+100.0%) 0.02% +0.018 pp 0.89% +0.885 pp USD21.34 +0.0% 1 qtrs NEW
55 RAYMOND JAMES FINANCIAL INC 41.5K +41.5K (+100.0%) 885.3K +885.3K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD21.34 +0.0% 3 qtrs
56 TWO SIGMA ADVISERS, LP 40.2K +23.8K (+145.1%) 857.9K +505.4K (+143.4%) 0.02% +0.010 pp 0.00% +0.001 pp USD21.40 -0.3% 4 qtrs
57 NORTHERN TRUST CORP 38.8K +2.1K (+5.7%) 827.7K +38.8K (+4.9%) 0.02% +0.001 pp 0.00% +0.000 pp USD19.50 +9.4% 5 qtrs
58 UBS GROUP AG 37.7K -34.2K (-47.5%) 805.3K -740.5K (-47.9%) 0.02% -0.015 pp 0.00% 0.000 pp USD18.83 +13.3% 5 qtrs
59 TWIN CAPITAL MANAGEMENT INC 36.2K +36.2K (+100.0%) 772.1K +772.1K (+100.0%) 0.02% +0.015 pp 0.10% +0.096 pp USD21.34 +0.0% 1 qtrs NEW
60 SQUAREPOINT OPS LLC 35.0K +11.1K (+46.4%) 746.5K +233.0K (+45.4%) 0.01% +0.005 pp 0.00% +0.000 pp USD21.00 +1.6% 5 qtrs
61 ALLIANCEBERNSTEIN L.P. 34.8K -80.9K (-69.9%) 742.7K -1.7M (-70.1%) 0.01% -0.034 pp 0.00% -0.001 pp USD20.49 +4.1% 4 qtrs
62 VANGUARD GROUP INC 33.8K +15.5K (+84.2%) 721.2K +327.0K (+83.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD20.32 +5.0% 5 qtrs
63 AXQ CAPITAL, LP 30.3K +30.3K (+100.0%) 646.7K +646.7K (+100.0%) 0.01% +0.013 pp 0.15% +0.146 pp USD21.34 +0.0% 3 qtrs
64 CREATIVE PLANNING 29.2K +1.7K (+6.2%) 623.9K +32.4K (+5.5%) 0.01% +0.001 pp 0.00% +0.000 pp USD20.87 +2.3% 3 qtrs
65 VERITION FUND MANAGEMENT LLC 25.4K +156.0 (+0.6%) 541.7K -456.0 (-0.1%) 0.01% +0.000 pp 0.00% 0.000 pp USD20.84 +2.4% 5 qtrs
66 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 24.4K +— (+0.0%) 519.9K -3.7K (-0.7%) 0.01% +0.000 pp 0.01% 0.000 pp USD19.38 +10.1% 4 qtrs
67 FRANKLIN RESOURCES INC 20.8K +3.1K (+17.5%) 443.0K +63.2K (+16.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD19.20 +11.1% 4 qtrs
68 CITADEL ADVISORS LLC 20.6K +20.6K (+100.0%) 439.7K +439.7K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD21.34 +0.0% 5 qtrs
69 KEYBANK NATIONAL ASSOCIATION/OH 20.0K +6.5K (+48.4%) 426.8K +137.2K (+47.4%) 0.01% +0.003 pp 0.00% +0.001 pp USD19.75 +8.1% 5 qtrs
70 SUMMIT TRAIL ADVISORS, LLC 19.9K +757.0 (+4.0%) 424.2K +13.3K (+3.2%) 0.01% +0.000 pp 0.01% +0.002 pp USD20.96 +1.8% 3 qtrs
71 NATIONAL BANK OF CANADA /FI/ 19.1K +10.0K (+110.3%) 407.6K +212.6K (+109.0%) 0.01% +0.004 pp 0.00% +0.000 pp USD21.10 +1.1% 3 qtrs
72 NUVEEN, LLC 18.9K +853.0 (+4.7%) 402.6K +15.5K (+4.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD18.67 +14.3% 4 qtrs
73 MARSHALL WACE, LLP 17.0K -277.7K (-94.2%) 362.4K -6.0M (-94.3%) 0.01% -0.118 pp 0.00% -0.006 pp USD21.49 -0.7% 2 qtrs
74 BREVAN HOWARD CAPITAL MANAGEMENT LP 15.4K +15.4K (+100.0%) 328.4K +328.4K (+100.0%) 0.01% +0.007 pp 0.00% +0.004 pp USD21.34 +0.0% 1 qtrs NEW
75 RHUMBLINE ADVISERS 15.1K +1.1K (+8.2%) 321.7K +22.4K (+7.5%) 0.01% +0.001 pp 0.00% +0.000 pp USD19.21 +11.1% 5 qtrs
76 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 12.3K -5.2K (-29.7%) 263.5K -113.9K (-30.2%) 0.01% -0.002 pp 0.00% 0.000 pp USD20.80 +2.6% 5 qtrs
77 COUNTERPOINT MUTUAL FUNDS LLC 11.4K -12.5K (-52.3%) 243.7K -270.6K (-52.6%) 0.00% -0.005 pp 0.02% -0.023 pp USD21.49 -0.7% 2 qtrs
78 AQUATIC CAPITAL MANAGEMENT LLC 11.4K +6.3K (+121.7%) 243.0K +132.6K (+120.2%) 0.00% +0.003 pp 0.01% +0.005 pp USD21.41 -0.3% 2 qtrs
79 CITIGROUP INC 11.1K +4.6K (+69.4%) 237.2K +96.2K (+68.2%) 0.00% +0.002 pp 0.00% +0.000 pp USD21.12 +1.0% 5 qtrs
80 10.8K +10.8K (+100.0%) 229.9K +229.9K (+100.0%) 0.00% +0.005 pp 0.08% +0.082 pp USD21.34 +0.0% 1 qtrs NEW
81 DENALI ADVISORS LLC 10.2K +10.2K (+100.0%) 216.6K +216.6K (+100.0%) 0.00% +0.004 pp 0.02% +0.024 pp USD21.34 +0.0% 1 qtrs NEW
82 PRICE T ROWE ASSOCIATES INC /MD/ 9.8K +9.8K (+100.0%) 210.0K +210.0K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD21.34 +0.0% 1 qtrs NEW
83 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 9.2K +— (+0.0%) 195.9K -1.4K (-0.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.41 +15.9% 4 qtrs
84 SG AMERICAS SECURITIES, LLC 8.7K -6.0K (-40.6%) 186.0K -130.0K (-41.1%) 0.00% -0.003 pp 0.00% -0.001 pp USD21.49 -0.7% 2 qtrs
85 PNC FINANCIAL SERVICES GROUP, INC. 8.3K +2.9K (+54.4%) 177.9K +61.8K (+53.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD21.18 +0.8% 4 qtrs
86 QUANTBOT TECHNOLOGIES LP 7.8K -3.7K (-32.1%) 165.4K -79.9K (-32.6%) 0.00% -0.002 pp 0.01% -0.001 pp USD18.03 +18.4% 4 qtrs
87 FMR LLC 7.4K -8.5K (-53.4%) 158.6K -183.8K (-53.7%) 0.00% -0.004 pp 0.00% +0.000 pp USD17.81 +19.8% 5 qtrs
88 PARALLEL ADVISORS, LLC 7.1K +37.0 (+0.5%) 152.2K -287.0 (-0.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.38 +4.7% 4 qtrs
89 COVESTOR LTD 5.7K +756.0 (+15.4%) 121.0K +15.0K (+14.2%) 0.00% +0.000 pp 0.06% +0.005 pp USD18.40 +16.0% 4 qtrs
90 US BANCORP \DE\ 4.7K -2.0 (0.0%) 101.3K -754.0 (-0.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.77 +2.7% 4 qtrs
91 ASTER CAPITAL MANAGEMENT (DIFC) LTD 4.4K +4.4K (+100.0%) 94.0K +94.0K (+100.0%) 0.00% +0.002 pp 0.04% +0.041 pp USD21.34 +0.0% 1 qtrs NEW
92 WELLS FARGO & COMPANY/MN 4.1K +1.0K (+33.2%) 88.3K +21.5K (+32.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.49 +4.1% 5 qtrs
93 CWM, LLC 4.1K +705.0 (+20.5%) 88.0K +14.0K (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.84 +7.6% 4 qtrs
94 TOWER RESEARCH CAPITAL LLC (TRC) 3.7K +774.0 (+26.5%) 78.8K +16.1K (+25.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.05 +1.4% 5 qtrs
95 NEW YORK STATE COMMON RETIREMENT FUND 2.8K +— (+0.0%) 59.8K -420.0 (-0.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.39 +10.1% 5 qtrs
96 LEGAL & GENERAL GROUP PLC 2.8K +1.0K (+58.5%) 58.9K +21.5K (+57.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.68 +8.4% 5 qtrs
97 ANCORA ADVISORS, LLC 1.4K +1.4K (+100.0%) 30.9K +30.9K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD21.34 +0.0% 1 qtrs NEW
98 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.3K -51.0 (-3.8%) 27.3K -1.3K (-4.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.39 +10.1% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 80 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Adaptiv Select ETF ADPV 3.14% 5.26M 1.00%
2 Towle Value ETF TCV 2.51% 4.57M 0.85%
3 Cambiar Aggressive Value ETF CAMX 1.99% 1.35M 0.59%
4 Cambria Value and Momentum ETF VAMO 1.50% 1.59M 0.65%
5 Capital Group U.S. Small and Mid Cap ETF CGMM 1.48% 45.89M 0.51%
6 JPMorgan Active Small Cap Value ETF JPSV 1.31% 349.2K 0.55%
7 Global X - Guru Index ETF GURU 1.18% 744.0K 0.75%
8 First Trust US Equity Opportunities ETF FPX 0.91% 14.38M 0.57%
9 First Trust Technology AlphaDEX Fund FXL 0.68% 17.59M 0.60%
10 First Trust US Equity Opportunities UCITS ETF FPX.L 0.59% 107.4K 0.65%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.71
Neutral
Ratio by volume
0.02
Bearish
Buys
5
Sells
7
Shares acquired
264.8K
Shares disposed
13.87M
Cash buys
Cash sales
2.00
Net activity
-13,603,832
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-30 PLATINUM EQUITY, LLC 10% Owner S-Sale D Common Stock 1,348,314 21.36 28.80M 197,104,541 I
2026-03-09 PLATINUM EQUITY, LLC 10% Owner S-Sale D Common Stock 12,499,999 21.36 267.00M 198,452,855 I
2026-03-04 Zilis Michael Officer A-Award A Common Stock 37,833 0.00 277,064 D
2026-03-04 Sherman Scott D Officer A-Award A Common Stock 25,222 0.00 231,927 D
2026-03-04 Hornstein Carolyn Officer A-Award A Common Stock 8,407 0.00 36,216 D
2026-03-04 Bay Paul D Director / Officer A-Award A Common Stock 168,146 0.00 610,576 D
2026-03-04 Aragone Augusto Officer A-Award A Common Stock 25,222 0.00 200,465 D
2026-03-03 Zilis Michael Officer F-InKind D Common Stock 2,601 21.35 55.5K 239,231 D
2026-03-03 Sherman Scott D Officer F-InKind D Common Stock 1,853 21.35 39.6K 206,705 D
2026-03-03 Hornstein Carolyn Officer F-InKind D Common Stock 597 21.35 12.7K 27,809 D
2026-03-03 Bay Paul D Director / Officer F-InKind D Common Stock 13,874 21.35 296.2K 442,430 D
2026-03-03 Aragone Augusto Officer F-InKind D Common Stock 1,424 21.35 30.4K 175,243 D
2025-10-23 Zilis Michael Officer F-InKind D Common Stock 17,975 21.56 387.5K 241,832 D
2025-10-23 Sherman Scott D Officer F-InKind D Common Stock 12,960 21.56 279.4K 208,558 D
2025-10-23 Hornstein Carolyn Officer F-InKind D Common Stock 910 21.56 19.6K 28,406 D
2025-10-23 Bay Paul D Director / Officer F-InKind D Common Stock 23,938 21.56 516.1K 456,304 D
2025-10-23 Aragone Augusto Officer F-InKind D Common Stock 9,650 21.56 208.1K 176,667 D
2025-08-27 Ingram Holdco, LLC 10% Owner Common Stock 0 0.00 210,952,854 I
2025-06-04 Wienbar Sharon L Director A-Award A Common Stock 9,615 0.00 18,024 D
2025-06-04 STONE HEISZ LESLIE Director A-Award A Common Stock 9,615 0.00 18,024 D
2025-06-04 MONIE ALAIN Director A-Award A Common Stock 9,615 0.00 18,024 D
2025-06-04 Haussler Jakki L. Director A-Award A Common Stock 9,615 0.00 18,024 D
2025-06-04 Alvaro Felicia Director A-Award A Common Stock 9,615 0.00 25,008 D
2014-02-20 ARBORETUM VENTURES II LP 10% Owner C-Conversion A Common Stock 43,456 0.00 43,456
2014-02-12 ARBORETUM VENTURES II LP 10% Owner I Series F Preferred Stock 228,636 0.00 0

Executive team

Top executives
EBIT / Employee
39.9K
Shares Outstanding
231.65M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Paul Bay Chief Executive Officer ​ 942.4K 6.07M 2.61M 45.7K 9.67M 62.79%
2 2025 Michael Zilis Chief Financial Officer ​ 852.3K 1.14M 1.18M 41.0K 3.22M 35.38%
3 2025 Augusto Aragone Executive Vice President, Secretary & General Counsel 634.5K 758.6K 617.3K 21.3K 2.03M 37.34%
4 2025 Scott Sherman Executive Vice President, Human Resources 634.5K 758.6K 617.3K 20.6K 2.03M 37.35%
5 2024 Paul Bay Chief Executive Officer 918.0K 900.0K 13.93M 1.67M 45.2K 17.46M 79.76%
6 2024 Paul Bay Chief Executive Officer ​ 918.0K 900.0K 13.93M 1.67M 45.2K 17.46M 79.76%
7 2024 Michael Zilis Chief Financial Officer ​ 830.2K 168.8K 10.45M 757.1K 25.5K 12.24M 85.44%
8 2024 Michael Zilis Chief Financial Officer 830.2K 168.8K 10.45M 757.1K 25.5K 12.24M 85.44%
9 2024 Scott Sherman Executive Vice President, Human Resources 618.0K 112.5K 7.54M 394.5K 20.1K 8.69M 86.82%
10 2024 Augusto Aragone Executive Vice President, Secretary General Counsel 618.0K 112.5K 6.79M 394.5K 20.7K 7.93M 85.56%
11 2024 Augusto Aragone Executive Vice President, Secretary & General Counsel 618.0K 112.5K 6.79M 394.5K 20.7K 7.93M 85.56%
12 2024 Alain Monié Former Executive Chairman 189.6K 2.18M 2.5K 2.38M 91.92%
13 2023 Paul Bay Chief Executive Officer ​ 913.6K 2.10M 39.3K 3.05M 0.00%
14 2023 Paul Bay Chief Executive Officer 913.6K 2.10M 39.3K 3.05M 0.00%
15 2023 Alain Monié Former Executive Chairman 811.5K 1.80M 20.8K 2.63M 68.38%
16 2023 Michael Zilis Chief Financial Officer 824.2K 942.3K 39.5K 1.81M 0.00%
17 2023 Michael Zilis Chief Financial Officer ​ 824.2K 942.3K 39.5K 1.81M 0.00%
18 2023 Augusto Aragone Executive Vice President, Secretary & General Counsel 613.6K 491.0K 21.7K 1.13M 0.00%
19 2023 Augusto Aragone Executive Vice President, Secretary General Counsel 613.6K 491.0K 21.3K 1.13M 0.00%
20 2023 Scott Sherman Executive Vice President, Human Resources 613.6K 491.0K 20.8K 1.13M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-26 DEFA14A
2026-03-26 DEF 14A
2025-04-17 DEFA14A
2025-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 4
2026-05-07 8-K
2026-05-06 424B7
2026-05-05 S-3ASR
2026-05-05 424B7
2026-04-30 8-K
2026-04-30 10-Q
2026-03-31 4
2026-03-26 DEFA14A
2026-03-26 DEF 14A

Executive team

NameTitleCompensationGender
Paul D. Bay Chief Executive Officer & Director 4M male
Michael Zilis Executive Vice President & Chief Financial Officer 2M male
Augusto Aragone Executive Vice President, Secretary & General Counsel 1M male
Scott D. Sherman Executive Vice President of Human Resources 1M male
Matthew Sanderson Executive VP & President of EMEA male
Diego Pablo Utge Aguilar Executive Vice President & Group President of Asia Pacific male
Cari Hornstein Vice President, Controller & Chief Accounting Officer female
Richard Dufty Senior Vice President male
Tim Ament Senior Vice President of Advanced Solutions and Chief Country Officer of Australia & New Zealand male
Jennifer Baier Anaya Senior Vice President of Global Marketing female
Willa Mcmanmon Vice President of Investor Relations female
ESG Rating
B+
INFORMATION TECHNOLOGY SERVICES
2026
E (Environmental)
75.4 / 65.1
Company / Sector avg.
S (Social)
59.6 / 65.3
Company / Sector avg.
G (Governance)
70.1 / 67.4
Company / Sector avg.
ESG Total
68.4 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits