Ingram Micro Holding Corporation $INGM Shares Purchased by American Century Companies Inc.

American Century Companies Inc. lifted its position in shares of Ingram Micro Holding Corporation (NYSE:INGM) by 1.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,914,724 shares of the company’s stock after purchasing an additional 54,971 shares during the quarter. American Century Companies Inc. owned 1.24% of Ingram Micro worth $62,637,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Lind Value II ApS raised its position in shares of Ingram Micro by 83.3% in the third quarter. Lind Value II ApS now owns 2,198,567 shares of the company’s stock worth $47,247,000 after acquiring an additional 999,172 shares during the period. Norges Bank purchased a new position in shares of Ingram Micro in the 2nd quarter valued at about $8,336,000. Synergy Asset Management LLC purchased a new position in shares of Ingram Micro in the 3rd quarter valued at about $2,262,000. BNP Paribas Financial Markets raised its holdings in Ingram Micro by 1,079.7% in the 2nd quarter. BNP Paribas Financial Markets now owns 106,766 shares of the company’s stock worth $2,225,000 after purchasing an additional 97,716 shares during the period. Finally, Ameriprise Financial Inc. boosted its position in Ingram Micro by 10.0% during the second quarter. Ameriprise Financial Inc. now owns 1,030,021 shares of the company’s stock worth $21,466,000 after purchasing an additional 93,954 shares in the last quarter.

Key Stories Impacting Ingram Micro

Here are the key news stories impacting Ingram Micro this week:

• Positive Sentiment: Ingram Micro reported strong Q4 results and management highlighted double‑digit cloud growth and higher AI‑driven revenue for 2026 — commentary that supports recurring, higher‑margin services growth and helped investor sentiment. Ingram Micro outlines double-digit cloud growth
• Positive Sentiment: The board approved a $100 million share repurchase authorization (~2% of shares outstanding), signaling management sees the stock as undervalued and directly supporting EPS/float reduction. RTT News: Stock Buybacks
• Neutral Sentiment: Management presented at the Morgan Stanley TMT conference — presentations increase investor access and may reinforce the company’s cloud/AI story but are informational rather than catalytic. Conference Transcript
• Neutral Sentiment: Q1 2026 guidance was set to EPS $0.670–$0.750 and revenue $12.5–12.8B, roughly in line with consensus — a mixed read: guidance leaves room for beat but doesn’t materially change near‑term estimates. (Guidance disclosed in company release and call.)
• Negative Sentiment: Morgan Stanley raised its price target from $21 to $23 but maintained an “equal weight” rating — the new target still sits below the current market price, implying limited analyst upside and suggesting some caution on valuation. Benzinga: Analyst Note

Ingram Micro Price Performance

Shares of NYSE INGM opened at $26.23 on Thursday. Ingram Micro Holding Corporation has a 52 week low of $14.25 and a 52 week high of $26.35. The stock has a market capitalization of $6.17 billion, a price-to-earnings ratio of 19.01, a price-to-earnings-growth ratio of 0.87 and a beta of 2.27. The company has a quick ratio of 0.95, a current ratio of 1.41 and a debt-to-equity ratio of 0.75. The firm has a 50-day simple moving average of $21.46 and a 200-day simple moving average of $21.29.

Ingram Micro (NYSE:INGM) last released its quarterly earnings data on Monday, March 2nd. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.90 by $0.06. Ingram Micro had a net margin of 0.62% and a return on equity of 17.04%. The company had revenue of $14.88 billion during the quarter, compared to the consensus estimate of $14.18 billion. The company’s revenue was up 11.5% on a year-over-year basis. On average, equities analysts predict that Ingram Micro Holding Corporation will post 2.71 earnings per share for the current fiscal year.

Ingram Micro Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Tuesday, March 10th will be paid a $0.082 dividend. This is a positive change from Ingram Micro’s previous quarterly dividend of $0.08. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $0.33 annualized dividend and a dividend yield of 1.3%. Ingram Micro’s dividend payout ratio is currently 23.19%.

Ingram Micro announced that its board has initiated a stock repurchase program on Monday, March 2nd that allows the company to buyback $100.00 million in shares. This buyback authorization allows the company to buy up to 2% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

INGM has been the subject of a number of recent analyst reports. Raymond James Financial set a $27.00 price objective on Ingram Micro in a research report on Tuesday. Morgan Stanley lifted their price target on shares of Ingram Micro from $21.00 to $23.00 and gave the company an “equal weight” rating in a research note on Tuesday. Wall Street Zen upgraded shares of Ingram Micro from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. The Goldman Sachs Group downgraded shares of Ingram Micro from a “strong-buy” rating to a “neutral” rating and set a $24.00 price objective on the stock. in a report on Tuesday, January 13th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $24.00 target price on shares of Ingram Micro in a research note on Monday, December 22nd. Five analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $24.43.

Ingram Micro Company Profile

Ingram Micro, headquartered in Irvine, California, is a global technology distributor and supply chain services provider. Listed on the New York Stock Exchange under the ticker INGM, the company connects leading technology manufacturers, cloud providers and channel partners through an integrated portfolio of products and services. Ingram Micro’s end-to-end solutions span product distribution, cloud enablement, e-commerce, logistics and lifecycle management, enabling customers of all sizes to bring new technology to market efficiently.

The company’s offerings are organized across several core areas.