Asset Management One Co. Ltd. Invests $1.70 Million in TD SYNNEX Corporation $SNX

Asset Management One Co. Ltd. purchased a new position in shares of TD SYNNEX Corporation (NYSE:SNX) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 10,387 shares of the business services provider’s stock, valued at approximately $1,701,000.

Other hedge funds have also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd bought a new position in shares of TD SYNNEX in the second quarter worth approximately $55,000. MAI Capital Management lifted its stake in shares of TD SYNNEX by 90.2% during the 2nd quarter. MAI Capital Management now owns 428 shares of the business services provider’s stock valued at $58,000 after buying an additional 203 shares in the last quarter. Hantz Financial Services Inc. lifted its stake in shares of TD SYNNEX by 1,012.5% during the 2nd quarter. Hantz Financial Services Inc. now owns 445 shares of the business services provider’s stock valued at $60,000 after buying an additional 405 shares in the last quarter. Blue Trust Inc. boosted its holdings in TD SYNNEX by 23.7% in the 2nd quarter. Blue Trust Inc. now owns 543 shares of the business services provider’s stock worth $74,000 after buying an additional 104 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. purchased a new stake in TD SYNNEX in the 2nd quarter worth $92,000. Institutional investors own 84.00% of the company’s stock.

TD SYNNEX Stock Up 1.9%

Shares of SNX opened at $150.36 on Friday. The firm has a fifty day moving average price of $151.73 and a 200-day moving average price of $149.88. The company has a current ratio of 1.21, a quick ratio of 0.71 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $12.24 billion, a P/E ratio of 15.08, a P/E/G ratio of 1.01 and a beta of 1.37. TD SYNNEX Corporation has a 12-month low of $92.23 and a 12-month high of $167.76.

TD SYNNEX (NYSE:SNX) last announced its quarterly earnings data on Thursday, January 8th. The business services provider reported $3.83 earnings per share for the quarter, beating analysts’ consensus estimates of $3.68 by $0.15. The company had revenue of $17.38 billion during the quarter, compared to analyst estimates of $15.46 billion. TD SYNNEX had a net margin of 1.32% and a return on equity of 12.60%. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the business posted $3.09 EPS. TD SYNNEX has set its Q1 2026 guidance at 3.000-3.500 EPS. Equities research analysts expect that TD SYNNEX Corporation will post 11.88 earnings per share for the current year.

TD SYNNEX Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Friday, January 16th will be given a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, January 16th. This is a positive change from TD SYNNEX’s previous quarterly dividend of $0.44. TD SYNNEX’s dividend payout ratio is currently 19.09%.

Key Stories Impacting TD SYNNEX

Here are the key news stories impacting TD SYNNEX this week:

• Positive Sentiment: Q4 results beat — Revenue rose ~9.7% to about $17.4B and adjusted EPS topped consensus (reported $3.83 vs. $3.68 expected); management cited strong demand in Endpoint and Advanced Solutions. TD SYNNEX Q4 Earnings Beat
• Positive Sentiment: Dividend raised — Board increased the quarterly payout to $0.48 (≈9.1% bump), signaling confidence and adding income appeal for investors. Why Is TD SYNNEX Stock Trading Higher Today?
• Positive Sentiment: Improving profitability & cash flow — Gross and operating profit expanded and operating cash flow showed meaningful improvement year‑over‑year, supporting liquidity and capital returns. Q4 financial details and cash flow
• Neutral Sentiment: Guidance is cautious — Q1 FY26 EPS guidance of $3.00–$3.50 (consensus ~$3.15) and revenue guidance $15.1B–$15.9B (consensus ~$15.4B) leaves room on both upside and downside; investors will watch execution against that range. Earnings call highlights
• Neutral Sentiment: Analysts recalibrating targets — Some firms trimmed price targets (Morgan Stanley cut to $172 but kept an overweight rating) while others reaffirmed or raised targets (e.g., Barrington $182), so consensus upside remains but expectations are being fine‑tuned. Analyst revisions after Q4
• Negative Sentiment: Insider selling — A company director recently sold roughly $768.8K of SNX stock, which some investors view as a mild negative signal on near-term insider conviction. Insider selling report

Insider Buying and Selling at TD SYNNEX

In other news, Director Richard T. Hume sold 5,000 shares of the firm’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $153.77, for a total value of $768,850.00. Following the sale, the director directly owned 47,515 shares in the company, valued at approximately $7,306,381.55. This trade represents a 9.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Alim Dhanji sold 1,762 shares of the company’s stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $154.55, for a total value of $272,317.10. Following the transaction, the insider directly owned 13,426 shares in the company, valued at approximately $2,074,988.30. The trade was a 11.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 23,939 shares of company stock worth $3,690,188. 1.00% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on SNX shares. Barclays cut their target price on TD SYNNEX from $164.00 to $163.00 and set an “equal weight” rating for the company in a research report on Friday. Wall Street Zen downgraded TD SYNNEX from a “buy” rating to a “hold” rating in a research note on Monday, November 3rd. UBS Group increased their price objective on shares of TD SYNNEX from $187.00 to $193.00 and gave the company a “buy” rating in a report on Friday. Bank of America boosted their target price on shares of TD SYNNEX from $170.00 to $180.00 and gave the stock a “buy” rating in a report on Friday, September 26th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of TD SYNNEX in a research note on Wednesday, October 8th. Nine equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $169.18.

TD SYNNEX Company Profile

TD SYNNEX (NYSE: SNX) is a leading global distributor and solutions aggregator for the information technology industry. Formed in September 2021 through the merger of Tech Data and SYNNEX Corporation, the company provides a comprehensive range of products, services and solutions that span hardware, software, cloud, mobility, security and data center technologies. TD SYNNEX partners with vendors, resellers and system integrators to design, deploy and support IT infrastructures across diverse market segments, including commercial enterprises, public sector organizations and retail operations.

The company’s core business activities include the distribution of technology products from manufacturers such as servers, storage, networking equipment and peripherals, as well as the resale and provisioning of software licenses and cloud-based solutions.