
ScanSource, Inc. (NASDAQ:SCSC – Free Report) – Sidoti Csr reduced their FY2026 earnings estimates for shares of ScanSource in a research report issued to clients and investors on Friday, February 6th. Sidoti Csr analyst G. Burns now forecasts that the industrial products company will post earnings per share of $3.85 for the year, down from their previous forecast of $4.13. The consensus estimate for ScanSource’s current full-year earnings is $3.33 per share. Sidoti Csr also issued estimates for ScanSource’s Q4 2026 earnings at $1.12 EPS, Q1 2027 earnings at $0.89 EPS, Q2 2027 earnings at $1.06 EPS, Q3 2027 earnings at $1.11 EPS, Q4 2027 earnings at $1.36 EPS and FY2027 earnings at $4.42 EPS.
A number of other research analysts have also issued reports on SCSC. Zacks Research downgraded ScanSource from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 21st. Wall Street Zen lowered ScanSource from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of ScanSource in a report on Monday, December 29th. One equities research analyst has rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $42.50.
ScanSource Price Performance
Shares of SCSC stock opened at $38.39 on Monday. The stock has a market capitalization of $824.62 million, a price-to-earnings ratio of 11.78, a P/E/G ratio of 0.64 and a beta of 1.28. The company has a current ratio of 1.96, a quick ratio of 1.22 and a debt-to-equity ratio of 0.11. ScanSource has a twelve month low of $28.75 and a twelve month high of $46.25. The stock has a fifty day simple moving average of $40.90 and a two-hundred day simple moving average of $41.77.
ScanSource (NASDAQ:SCSC – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The industrial products company reported $0.80 EPS for the quarter, missing the consensus estimate of $1.00 by ($0.20). ScanSource had a net margin of 2.44% and a return on equity of 9.35%. The firm had revenue of $766.51 million for the quarter, compared to the consensus estimate of $782.46 million. During the same quarter in the previous year, the company posted $0.85 earnings per share. The business’s revenue for the quarter was up 2.5% on a year-over-year basis.
Institutional Inflows and Outflows
Hedge funds have recently added to or reduced their stakes in the business. Y Intercept Hong Kong Ltd purchased a new position in shares of ScanSource in the 3rd quarter valued at about $611,000. Envestnet Asset Management Inc. increased its stake in shares of ScanSource by 90.4% during the second quarter. Envestnet Asset Management Inc. now owns 14,151 shares of the industrial products company’s stock worth $592,000 after buying an additional 6,720 shares during the period. American Century Companies Inc. raised its holdings in ScanSource by 4.4% in the second quarter. American Century Companies Inc. now owns 854,624 shares of the industrial products company’s stock valued at $35,732,000 after acquiring an additional 36,161 shares in the last quarter. WINTON GROUP Ltd purchased a new position in ScanSource in the second quarter worth approximately $2,384,000. Finally, Pzena Investment Management LLC grew its holdings in ScanSource by 3.6% during the 2nd quarter. Pzena Investment Management LLC now owns 975,578 shares of the industrial products company’s stock worth $40,789,000 after acquiring an additional 33,510 shares in the last quarter. 97.91% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling
In other news, CEO Michael L. Baur sold 9,459 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $41.42, for a total transaction of $391,791.78. Following the transaction, the chief executive officer directly owned 182,512 shares in the company, valued at $7,559,647.04. The trade was a 4.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Stephen Jones sold 5,020 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $42.30, for a total value of $212,346.00. Following the completion of the sale, the chief financial officer directly owned 83,326 shares of the company’s stock, valued at approximately $3,524,689.80. This represents a 5.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 25,020 shares of company stock worth $1,035,669 over the last ninety days. Corporate insiders own 3.18% of the company’s stock.
ScanSource News Roundup
Here are the key news stories impacting ScanSource this week:
- Positive Sentiment: Management launched a dedicated unified‑communications go‑to‑market team and emphasized strategic initiatives intended to drive future growth — a potential catalyst for higher‑margin sales and deal conversion over time. Article Title
- Positive Sentiment: Board/governance refresh announced alongside results — typically viewed positively by investors focused on execution and oversight. Article Title
- Neutral Sentiment: Company characterized Q2 as steady/modest growth (revenue +2.5% YoY), and management framed the quarter in the context of strategic investments and pipeline development. Conference call transcripts provide more color on execution plans. Article Title
- Negative Sentiment: Q2 EPS of $0.80 missed consensus ($1.00) and declined from $0.85 a year ago — a clear near‑term disappointment for earnings‑focused investors. Article Title
- Negative Sentiment: Revenue of $766.5M missed estimates (~$782.5M), and management trimmed FY26 revenue guidance to $3.0B–$3.1B (below Street ~ $3.2B), citing softer large‑deal activity — the primary driver of downward pressure on the stock. Article Title
- Negative Sentiment: Multiple outlets note the company “missed” quarterly revenue/earnings expectations, which explains headline weakness and intraday selling pressure before the rebound. Article Title
ScanSource Company Profile
ScanSource, Inc is a global provider of technology products and solutions designed to help businesses enhance operational efficiency and customer engagement. The company specializes in the distribution of point-of-sale (POS) systems, barcode and data capture devices, networking and communications equipment, and value-added software and cloud services. By combining hardware, software and professional services, ScanSource supports channel partners in delivering end-to-end solutions across multiple industries, including retail, hospitality, healthcare and logistics.
Founded in 1992 and headquartered in Greenville, South Carolina, ScanSource has built a broad international footprint, serving customers throughout North, Central and South America as well as Europe, the Middle East and Africa.
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