Q1 Earnings Estimate for PC Connection Issued By Sidoti Csr

PC Connection, Inc. (NASDAQ:CNXN) – Analysts at Sidoti Csr decreased their Q1 2026 earnings estimates for shares of PC Connection in a report issued on Thursday, February 5th. Sidoti Csr analyst A. Lebiedzinski now expects that the company will post earnings per share of $0.63 for the quarter, down from their previous estimate of $0.64. The consensus estimate for PC Connection’s current full-year earnings is $3.33 per share. Sidoti Csr also issued estimates for PC Connection’s Q4 2026 earnings at $1.05 EPS, FY2026 earnings at $3.84 EPS, Q1 2027 earnings at $0.72 EPS, Q2 2027 earnings at $1.27 EPS, Q3 2027 earnings at $1.18 EPS, Q4 2027 earnings at $1.21 EPS and FY2027 earnings at $4.38 EPS.

A number of other equities research analysts have also issued reports on the company. Zacks Research raised PC Connection from a “strong sell” rating to a “hold” rating in a research report on Monday, December 29th. Weiss Ratings reissued a “hold (c)” rating on shares of PC Connection in a research note on Monday, December 29th. Two investment analysts have rated the stock with a Hold rating, According to MarketBeat.com, PC Connection currently has an average rating of “Hold”.

PC Connection Stock Performance

Shares of NASDAQ:CNXN opened at $67.92 on Friday. The company has a market capitalization of $1.71 billion, a PE ratio of 20.77, a price-to-earnings-growth ratio of 1.74 and a beta of 0.83. The stock has a fifty day moving average of $59.05 and a 200-day moving average of $60.67. PC Connection has a one year low of $54.97 and a one year high of $71.17.

PC Connection (NASDAQ:CNXN) last released its earnings results on Wednesday, February 4th. The company reported $0.91 EPS for the quarter, beating the consensus estimate of $0.86 by $0.05. The business had revenue of $702.94 million during the quarter, compared to analyst estimates of $735.49 million. PC Connection had a net margin of 2.91% and a return on equity of 9.87%.

PC Connection Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Tuesday, February 17th will be given a dividend of $0.20 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This is a positive change from PC Connection’s previous quarterly dividend of $0.15. This represents a $0.80 annualized dividend and a yield of 1.2%. PC Connection’s payout ratio is presently 18.58%.

Institutional Investors Weigh In On PC Connection

A number of institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in PC Connection by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 1,080,151 shares of the company’s stock valued at $62,390,000 after acquiring an additional 10,218 shares in the last quarter. Brown Advisory Inc. boosted its holdings in shares of PC Connection by 65.3% during the second quarter. Brown Advisory Inc. now owns 220,821 shares of the company’s stock worth $14,526,000 after purchasing an additional 87,224 shares during the period. Invesco Ltd. grew its position in PC Connection by 2.4% during the second quarter. Invesco Ltd. now owns 179,487 shares of the company’s stock valued at $11,807,000 after purchasing an additional 4,146 shares in the last quarter. Qube Research & Technologies Ltd increased its stake in PC Connection by 71.3% in the 3rd quarter. Qube Research & Technologies Ltd now owns 165,573 shares of the company’s stock valued at $10,264,000 after buying an additional 68,906 shares during the period. Finally, AQR Capital Management LLC lifted its position in PC Connection by 12.6% in the 2nd quarter. AQR Capital Management LLC now owns 139,881 shares of the company’s stock worth $9,201,000 after buying an additional 15,623 shares in the last quarter. 42.85% of the stock is currently owned by institutional investors and hedge funds.

More PC Connection News

Here are the key news stories impacting PC Connection this week:

• Positive Sentiment: Q4 earnings beat consensus — CNXN reported $0.91 EPS vs. the $0.86 consensus (revenue missed). The EPS upside likely reassured investors on profitability and helped lift the stock. PC Connection (CNXN) Q4 Earnings Surpass Estimates
• Positive Sentiment: Dividend increase — the board raised the quarterly dividend to $0.20 (33% increase from $0.15), signaling confidence in cash flow and returning capital to shareholders (ex-dividend Feb 17). This supports investor demand for the stock given yield and buyback/dividend focus.
• Positive Sentiment: Management targets growth/market outperformance with expanded AI-enabled solutions — company commentary and analyst write-ups highlight a target to outperform peers by ~200 basis points, which frames Q4 results within a growth strategy that investors favor. Connection targets 200 basis point market outperformance in 2026 with expanded AI-enabled solutions
• Neutral Sentiment: Earnings release and company report provide full Q4 / FY details — investors can use the company release for guidance, segment performance and margin detail to refine models. Connection (CNXN) Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Full earnings call transcripts are available for deeper read — useful for pieces of management commentary on supply chain, AI strategy, and customer demand but not a direct near-term catalyst by themselves. PC Connection Q4 2025 earnings call transcript PC Connection (CNXN) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Sidoti issued multiple small cuts to FY2026 and FY2027 EPS (and trimmed some quarterly estimates) — while changes are modest, analyst downgrades can temper upside and signal more conservative near-term estimates. This is a headwind that partially offsets the positive items above.

PC Connection Company Profile

PC Connection, Inc (NASDAQ: CNXN), now operating under the trade name Connection, is a value-added provider of information technology solutions founded in 1982 and headquartered in Merrimack, New Hampshire. The company offers a broad portfolio of hardware and software products sourced from leading technology vendors, alongside professional services designed to help organizations design, deploy and maintain IT environments.

Connection’s product offerings encompass desktop and notebook computers, servers and storage systems, networking and cybersecurity solutions, as well as cloud and virtualization technologies.