tus insignias Rango 52S $64–$168 93% of range Calificación del Analista BUY 10 analysts Precio Objetivo $164 +2% upside P/E 23.9 ROE 13.1% Margen de Beneficio Neto 2.5%

NSIT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $160.66
Capitalización Bursátil (MRQ) $4.74B
P/E (TTM) 23.9
BPA (TTM) $6.72
Ingresos (TTM) $8.58B
ROE (TTM) 13.1%
Rango 52S $64–$169

NSIT Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 4
Fecha ex-dividendo División Tipo
19 de septiembre de 2000 3-for-2 Adelante
19 de febrero de 1999 3-for-2 Adelante
9 de septiembre de 1998 3-for-2 Adelante
18 de septiembre de 1997 3-for-2 Adelante

Acerca de Insight Enterprises, Inc. - Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Insight Enterprises Inc. is an Arizona-based publicly traded global technology company that focuses on business-to-business and information technology (IT) for enterprises. The company is listed on the Fortune 500 and has offices in 19 countries.

Jack Azagury has been CEO since April 13, 2026.

History

Early years

Hard Drives International was founded in 1988 by Eric and Tim Crown. Initially a mail order business selling computer storage, the company expanded into a storefront when credit card companies declined service. In 1991, the company changed its name to Insight Enterprises, and distribution included a full line of computers and accessories. The company held its initial public offering in January 1995.

Insight became an international company when it acquired TC Computers, based in Montreal, Canada, in 1997. In April 1998, Insight signed an agreement to acquire Choice Peripherals Ltd. and Plusnet Technologies Ltd., an Internet service provider and website hosting and development company operating as Force 9. The acquisition expanded Insight's operations to Europe.

2000–2010

Insight acquired Action Computer Supplies Holdings PLC, a U.K.-based direct marketer, in October 2001 for approximately $150 million in stock. In April 2002, the company acquired Comark for $150 million, increasing Insight's ability to work with clients of all sizes, including the public sector.

In July 2006, Insight entered an agreement to purchase Software Spectrum, a company which focused on software and mobility products for medium and large companies, from Level 3 Communications for $287 million.

Calence LLC, a technology company focused on Cisco networking and advanced communications, was acquired by Insight in April 2008 for $125 million. Insight acquired U.K.-based Minx Ltd., a European network integrator with Cisco Gold Partner accreditation, in July 2008 for $1.5 million and the assumption of $4.6 million of existing debt.

Since 2011

Ensynch, an information technology company founded in 2000, was acquired by Insight in September 2011. Insight acquired Inmac Gmbh, a business-to-business hardware reseller based in Germany, in February 2012.

In June 2015, Insight underwent a corporate rebranding. In October 2015, Insight acquired BlueMetal, an interactive design and technology architecture firm based in Boston.

Also in 2015, Insight raised $200,000 in its annual campaign for its Noble Cause division. Through Noble Cause, Insight gives to local charities including the Make-a-Wish Foundation, the Boys & Girls Clubs of America and the Ronald McDonald House.

In 2016, BlueMetal partnered with INDYCAR, the Indianapolis Motor Speedway and Microsoft to produce an analytics focused app during the Indianapolis 500.

Insight opened an additional sales center at the Meadows Office and Technological Park in Conway, Arkansas in August 2016.

Insight announced the acquisition of Ignia, an Australian-based business technology consulting company, in September 2016.

In November 2016, Insight Enterprises announced that they were acquiring the Eden Prairie, Minnesota-based data center services and services company, Datalink for $11.25 per share in cash, but that the company would remain mostly the same. The $258 million deal closed in the first quarter of 2017 and allowed Insight Enterprises to enhance its data center services.

In 2017, Insight announced the acquisition of Dutch cloud service provider Caase.com.

In August 2019, Insight Enterprises announced the acquisition of PCM, Inc., a provider of IT products and services, expanding Insight's operations in the US, Canada and the UK.

In December 2023, Insight Enterprises acquired SADA, one of the largest Google Cloud partners in the world, for $410 million, making SADA a part of the Insight family.

In September 2023, Insight Enterprises acquired Amdaris, one of the leading software development company in the UK and Eastern Europe, adding approx 900 employees to the Insight family. New World Tech, based in the UK, was acquired in July 2024.

Sports Affiliation

Insight Enterprises was the title sponsor of the Insight.com Bowl from 1997 through 2001, then the Insight Bowl (named the Rate Bowl as of 2024) from 2002 through 2011.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorIndustrials industriaElectrical Equipment empleados14 505 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$8.25B
2016-12-31 → 2025-12-31
BPA$4.86
2016-12-31 → 2025-12-31
Flujo de caja libre$279M
2016-12-31 → 2025-12-31
Margen neto2.5%
2016-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años NSIT promedio 5A Mediana de Pares Veredicto
P/E (TTM) 23.9promedio 5A ≈18.9 ≈18.9 17.8 Valor razonable
P/S (TTM) 0.6promedio 5A ≈0.4 ≈0.4 0.4 Valor razonable
P/C (MRQ) 3.0promedio 5A ≈2.4 ≈2.4 1.8 Sobrevalorado
Precio / FCF (TTM) 12.0promedio 5A ≈37.2 ≈37.2 · ·
Precio / Flujo de Caja (TTM) 11.2promedio 5A ≈16.6 ≈16.6 12.2 Infravalorado
Precio / Valor Contable Tangible (MRQ) 3.9promedio 5A ≈15.0 ≈15.0 · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 6.8%
Próximo informe Oct 28, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Jul 29, 2026 $3.86 $2.99 29.3%
31 de marzo de 2026 $2.88 $2.49 15.6%
31 de diciembre de 2025 $2.96 $2.90 2.2%
30 de septiembre de 2025 $2.43 $2.54 -4.5%
30 de junio de 2025 $2.45 $2.51 -2.5%
31 de marzo de 2025 $2.06 $2.05 0.48%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 16
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $8.25B$8.70B$9.18B$10.43B$9.44B$8.34B$7.73B$7.08B$6.70B$5.49B$5.37B$5.32B
Cost of Revenue $6.49B$6.94B$7.51B$8.79B$7.99B$7.04B$6.59B$6.09B$5.79B$4.74B$4.66B$4.60B
Gross Profit $1.76B$1.77B$1.67B$1.64B$1.45B$1.30B$1.14B$994M$919M$743M$716M$712M
SG&A Expense $1.39B$1.34B$1.24B$1.22B$1.12B$1.01B$881M$757M$723M$585M$585M$577M
Operating Income $335M$389M$420M$414M$332M$272M$241M$233M$179M$149M$127M$131M
Interest Expense ··$41M$39M$41M$42M$28M$22M$18M$9M$7M$6M
Interest Income ·······$1M$1M$1M$783.0K$1M
Other Non-op $-24M$2M$-817.0K$230.0K$1M$-2M$-400.0K$156.0K$-2M$-1M$-1M$-1M
Pretax Income $226M$333M$378M$374M$293M$228M$212M$212M$159M$139M$119M$124M
Income Tax $68M$83M$97M$94M$73M$56M$52M$48M$68M$55M$43M$49M
Net Income $157M$250M$281M$281M$219M$173M$159M$164M$91M$85M$76M$76M
EPS (Basic) $5.00$7.73$8.53$8.04$6.27$4.92$4.49$4.60$2.54$2.35$2.00$1.84
EPS (Diluted) $4.86$6.55$7.55$7.66$5.95$4.87$4.43$4.55$2.50$2.32$1.98$1.83
Shares (Basic) 31,494,00032,286,00032,991,00034,903,00035,011,00035,117,00035,538,00035,586,00035,741,00036,102,00037,984,00041,062,000
Shares (Diluted) 32,347,00038,136,00037,241,00036,620,00036,863,00035,444,00035,959,00036,009,00036,207,00036,438,00038,275,00041,358,000
EBITDA $441M$487M$482M$470M$387M$337M$287M$271M$222M$187M$164M$172M
Balance general 24
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents $358M$259M$269M$164M$104M$128M$115M$143M$106M$203M$188M$165M
Receivables $5.52B$4.17B$3.57B$3.27B$2.94B$2.69B$2.51B$1.93B$1.81B$1.44B$1.32B$1.31B
Inventory $161M$123M$185M$265M$328M$186M$191M$149M$195M$148M$120M·
Other Current Assets $261M$209M$189M$192M$200M$177M$231M$116M$152M$127M$77M$63M
Current Assets $6.36B$4.84B$4.33B$3.90B$3.57B$3.18B$3.05B$2.34B$2.30B$1.98B$1.75B$1.70B
PP&E (Net) $188M$216M$210M$204M$176M$146M$131M$73M$75M$71M$88M$104M
PP&E (Gross) $373M$436M$430M$419M$410M$402M$367M$405M$410M$379M$380M$374M
Accum. Depreciation $185M$220M$220M$215M$234M$256M$236M$332M$335M$308M$292M$269M
Goodwill $1.17B$894M$684M$493M$428M$429M$415M$167M$131M$63M$56M$26M
Intangibles $426M$426M$370M$205M$215M$247M$279M$112M$101M$21M$27M$24M
Other Non-current Assets $123M$135M$146M$149M$301M$312M$306M$85M$57M$29M$28M$18M
Total Assets $9.09B$7.45B$6.29B$5.11B$4.69B$4.31B$4.18B$2.78B$2.69B$2.22B$2.01B$1.95B
Accrued Liabilities $615M$512M$538M$434M$423M$408M$352M$253M$176M$152M$145M$145M
Current Liabilities $5.10B$4.12B$3.37B$2.87B$2.52B$2.23B$1.88B$1.54B$1.50B$1.44B$1.21B$1.14B
Capital Leases $60M$66M$71M$63M$58M·······
Deferred Tax $71M$64M$28M$33M$47M$33M$45M$683.0K$717.0K$900.0K$239.0K$655.0K
Other Non-current Liabilities $187M$161M$203M$157M$256M$270M$232M$56M$45M$26M$31M$24M
Total Liabilities $7.44B$5.68B$4.55B$3.47B$3.18B$2.97B$3.02B$1.79B$1.84B$1.51B$1.33B$1.23B
Long-term Debt ···········$61M
Common Stock $310.0K$318.0K$326.0K$340.0K$349.0K$351.0K$353.0K$355.0K$358.0K$355.0K$371.0K$401.0K
Retained Earnings $1.52B$1.51B$1.45B$1.37B$1.17B$993M$841M$705M$550M$460M$409M$397M
Stockholders' Equity $1.65B$1.77B$1.74B$1.64B$1.51B$1.34B$1.16B$987M$843M$713M$686M$721M
Liabilities + Equity $9.09B$7.45B$6.29B$5.11B$4.69B$4.31B$4.18B$2.78B$2.69B$2.22B$2.01B$1.95B
Shares Outstanding 30,996,00031,778,00032,590,00034,009,00034,897,00035,103,00035,263,00035,482,00035,829,00035,484,00037,106,00040,147,000
Flujo de Efectivo 18
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $106M$98M$62M$57M$55M$66M$46M$37M$43M$38M$38M$41M
Stock-based Comp $34M$34M$29M$23M$18M$18M$16M$15M$13M$11M$9M$8M
Deferred Tax $2M$8M$-13M$-9M$12M$-13M$7M$9M$19M$11M$5M$4M
Amort. of Intangibles $77M$70M$36M$33M$32M$38M$24M$16M$17M$11M$11M$11M
Restructuring $37M$32M$6M$4M$-2M$12M$5M$3M$9M$5M$5M$4M
Other Non-cash $5M$243M$260M$-253M$-141M$113M$-101M$67M$-471M$-49M$53M$-17M
Operating Cash Flow $304M$633M$620M$98M$164M$356M$128M$293M$-307M$96M$181M$110M
CapEx $25M$47M$39M$71M$52M$24M$69M$17M$19M$12M$13M$10M
Investing Cash Flow $-310M$-303M$-505M$-138M$-21M$10M$-733M$-92M$-205M$-21M··
Debt Issued ········$175M···
Net Debt Issued ·······$-166M$166M···
Stock Repurchased $151M$200M$217M$108M$50M$25M$28M$22M·$50M$92M$50M
Net Stock Activity $-151M$-200M$-217M$-108M$-50M$-25M$-28M$-22M·$-50M$-92M$-50M
Financing Cash Flow $82M$-321M$-17M$114M$-161M$-362M$578M$-159M$397M$-58M··
Net Change in Cash $99M$-9M$105M$60M$-25M$14M$-28M$37M$-99M$15M$23M$38M
Taxes Paid $74M$118M$104M$91M$76M$63M$42M$31M$55M$39M$41M$52M
Free Cash Flow $279M$586M$580M$27M$112M$331M$59M$275M$-325M$84M$167M$100M
Levered FCF ··$550M$-2M$81M$300M$37M$258M$-336M$78M$162M$97M
Rentabilidad 8
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 21.4%20.3%18.2%15.7%15.3%15.6%14.7%14.0%13.7%13.6%13.3%13.4%
Operating Margin 4.1%4.5%4.6%4.0%3.5%3.3%3.1%3.3%2.7%2.7%2.4%2.5%
Net Margin 1.9%2.9%3.1%2.7%2.3%2.1%2.1%2.3%1.4%1.5%1.4%1.4%
Pretax Margin 2.7%3.8%4.1%3.6%3.1%2.7%2.7%3.0%2.4%2.5%2.2%2.3%
EBITDA Margin 5.3%5.6%5.3%4.5%4.1%4.0%3.7%3.8%3.3%3.4%3.1%3.2%
ROA 1.9%3.6%4.9%5.7%4.9%4.1%4.6%6.0%3.7%4.0%3.8%4.0%
ROE 9.7%14.1%16.7%17.2%14.8%13.2%14.1%17.0%11.7%12.1%10.8%10.5%
ROIC 14.1%16.5%18.0%18.9%16.5%15.3%15.6%18.3%12.1%12.7%11.7%11.1%
Liquidez y Solvencia 3
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 1.21.21.31.41.41.41.61.51.51.41.41.5
Quick Ratio 1.21.11.11.21.21.31.41.31.31.11.21.3
Interest Coverage ··10.210.58.26.58.410.29.317.217.521.8
Eficiencia 3
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 1.01.31.62.12.12.02.22.62.72.62.72.8
Inventory Turnover 45.845.233.429.631.137.438.935.533.835.4··
Receivables Turnover 1.72.22.73.43.43.23.53.84.14.04.14.1
Por Acción 5
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $53.20$55.72$53.26$48.17$43.25$38.24$32.90$27.82$23.54$20.11$18.48$17.96
Revenue / Share $254.96$228.18$246.39$284.85$255.98$235.32$215.00$196.62$185.15$150.54$140.38$128.54
Cash Flow / Share $9.39$16.59$16.64$2.68$4.44$10.03$3.56$8.13$-8.44$2.63$4.72$2.67
Cash / Share $11.55$8.16$8.25$4.81$2.98$3.66$3.25$4.02$2.95$5.72$5.07$4.10
EPS (TTM) $4.86$6.55$7.55$7.66$5.95$4.87$4.43$4.55$2.50$2.32$1.98$1.83
Tasas de Crecimiento 9
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY -5.2%-5.2%-12.0%10.5%13.1%·······
Revenue CAGR 3Y -7.5%-2.7%3.2%·········
Revenue CAGR 5Y -0.22%···········
EPS YoY -25.8%-13.2%-1.4%28.7%22.2%·······
EPS CAGR 3Y -14.1%3.2%15.7%·········
EPS CAGR 5Y -0.04%···········
Net Income YoY -37.0%-11.2%0.25%27.9%27.1%·······
Net Income CAGR 3Y -17.5%4.4%17.7%·········
Net Income CAGR 5Y -1.8%···········
Valoración (TTM) 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $8.25B$8.70B$9.18B$10.43B$9.44B$8.34B$7.73B$7.08B$6.70B$5.49B$5.37B$5.32B
Net Income TTM $157M$250M$281M$281M$219M$173M$159M$164M$91M$85M$76M$76M
Market Cap $2.53B$4.83B$5.77B$3.41B$3.72B$2.67B$2.48B$1.45B$1.37B$1.43B$932M$1.04B
P/E 16.823.223.513.117.915.615.99.015.317.412.714.1
P/S 0.30.60.60.30.40.30.30.20.20.30.20.2
P/B 1.52.73.32.12.52.02.11.51.62.01.41.4
P / Tangible Book 47.710.78.53.64.34.0······
P / Cash Flow 8.37.69.334.822.77.519.44.9-4.515.05.29.4
P / FCF 9.08.210.0125.533.38.142.25.3-4.217.25.610.4
Earnings Yield 6.0%4.3%4.3%7.6%5.6%6.4%6.3%11.2%6.5%5.7%7.9%7.1%

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $8.25B $8.70B $9.18B $10.43B $9.44B
Margen Bruto % 21.4% 20.3% 18.2% 15.7% 15.3%
Margen Operativo % 4.1% 4.5% 4.6% 4.0% 3.5%
Beneficio neto $157M $250M $281M $281M $219M
EPS Diluido $4.86 $6.55 $7.55 $7.66 $5.95

Propietarios institucionales (13F) 351 declarantes · $4.0B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 351
Valor en tenencia $4.0B
Nuevas posiciones 95
Posiciones cerradas 52
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
95 (+32 vs trimestre anterior) 52 (+9 vs trimestre anterior) 87 (-34 vs trimestre anterior) 110 (+32 vs trimestre anterior) +647K

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
BlackRock, Inc. $587 162 112 4 820 707 14,76% Acciones
MORGAN STANLEY $345 420 316 2 835 962 8,68% Acciones
VANGUARD GROUP INC $331 211 314 4 065 439 8,33% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $312 806 882 2 568 201 7,86% Acciones
FIDUCIARY MANAGEMENT INC /WI/ $267 658 058 2 197 521 6,73% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $165 530 219 1 359 033 4,16% Acciones
STATE STREET CORP $148 968 793 1 223 097 3,75% Acciones
PARADIGM CAPITAL MANAGEMENT INC/NY $116 562 600 957 000 2,93% Acciones
FMR LLC $114 406 113 939 295 2,88% Acciones
DIMENSIONAL FUND ADVISORS LP $103 334 103 848 411 2,60% Acciones
GEODE CAPITAL MANAGEMENT, LLC $99 241 013 814 638 2,50% Acciones
Analog Century Management LP $94 025 459 771 966 2,36% Acciones
FIL Ltd $65 637 289 538 894 1,65% Acciones
D. E. Shaw & Co., Inc. $57 540 756 472 420 1,45% Acciones
NORTHERN TRUST CORP $52 264 137 429 098 1,31% Acciones
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $47 355 231 388 795 1,19% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $46 500 560 381 778 1,17% Acciones
JANE STREET GROUP, LLC $46 260 005 379 803 1,16% Acciones
Nuveen, LLC $45 862 816 376 542 1,15% Acciones
JPMORGAN CHASE & CO $42 093 650 348 247 1,06% Acciones
FRONTIER CAPITAL MANAGEMENT CO LLC $41 130 155 337 686 1,03% Acciones
MILLENNIUM MANAGEMENT LLC $40 310 197 330 954 1,01% Acciones
BROWN ADVISORY INC $36 778 977 301 962 0,92% Acciones
BANK OF AMERICA CORP /DE/ $36 642 798 300 844 0,92% Acciones
GOLDMAN SACHS GROUP INC $36 199 569 297 205 0,91% Acciones
AMERIPRISE FINANCIAL INC $35 756 827 293 570 0,90% Acciones
Point72 Asset Management, L.P. $34 941 131 286 873 0,88% Acciones
Invesco Ltd. $28 164 911 231 239 0,71% Acciones
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $27 837 999 228 555 0,70% Acciones
Alyeska Investment Group, L.P. $26 601 729 218 405 0,67% Acciones
VANGUARD FIDUCIARY TRUST CO $24 252 816 199 120 0,61% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $22 228 500 182 500 0,56% Opción de compra
Bank of New York Mellon Corp $21 892 381 179 740 0,55% Acciones
PRINCIPAL FINANCIAL GROUP INC $17 776 467 145 948 0,45% Acciones
UBS Group AG $15 227 436 125 020 0,38% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $14 363 874 117 930 0,36% Acciones
KENNEDY CAPITAL MANAGEMENT LLC $14 257 299 117 055 0,36% Acciones
SPEECE THORSON CAPITAL GROUP INC $13 027 000 106 952 0,33% Acciones
HIGHLAND PEAK CAPITAL, LLC $12 845 881 105 467 0,32% Acciones
Public Sector Pension Investment Board $12 636 994 103 752 0,32% Acciones
BARCLAYS PLC $12 161 122 99 845 0,31% Acciones
Aristotle Capital Boston, LLC $10 586 249 86 915 0,27% Acciones
RENAISSANCE TECHNOLOGIES LLC $10 422 791 85 573 0,26% Acciones
Qube Research & Technologies Ltd $10 364 084 85 091 0,26% Acciones
RHUMBLINE ADVISERS $9 614 992 78 941 0,24% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $9 529 997 78 243 0,24% Acciones
AQR CAPITAL MANAGEMENT LLC $9 116 852 74 851 0,23% Acciones
Legal & General Group Plc $8 836 589 72 550 0,22% Acciones
CITADEL ADVISORS LLC $8 610 164 70 691 0,22% Acciones
KESTREL INVESTMENT MANAGEMENT CORP $7 764 750 63 750 0,20% Acciones

Mostrar todos los 351 propietarios institucionales →

Activistas y propietarios del %+ 5 3 tenencias

18

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
VA Partners I, LLC, ValueAct Capital Master Fund, L.P., ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 presentaciones 1 de diciembre de 2025 4,70% Enmienda · SEC
ValueAct Capital Master Fund, L.P., VA Partners I, LLC, ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×7 presentaciones 17 de febrero de 2023 · Presentación inicial · SEC
Insight Enterprises, Inc. ×2 presentaciones 6 de enero de 2017 · Presentación inicial M&A / venta SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Informantes de la empresa 56 insiders · 35 directivos · 19 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Jacob Azagury Chief Executive Officer 15 de abril de 2026 A · 0 0 $0
Joyce A Mullen Chief Executive Officer 20 de febrero de 2026 M 77 972 0 0 $0
Richard A Fennessy President and CEO 26 de agosto de 2009 S 122 370 0 0 $0
James A. Morgado Chief Financial Officer 11 de mayo de 2026 P 17 246 1 0 $199 825
Helen Johnson CFO, INA SVP Finance 24 de febrero de 2021 S 13 677 0 0 $0
Stanley Laybourne CFO 29 de agosto de 2007 M 11 200 0 0 $0
Adrian P Gregory President, EMEA 20 de febrero de 2026 M 8 719 0 0 $0
Daniel Burger President INA 20 de febrero de 2026 M 24 652 0 0 $0
Emma Desousa President, EMEA 20 de febrero de 2022 A 8 710 0 0 $0
Wolfgang Ebermann EMEA President 10 de marzo de 2020 P 43 549 0 0 $0
Steven W. Dodenhoff President, North America 20 de febrero de 2020 A 61 708 0 0 $0
Stuart Fenton President Insight EMEA 10 de mayo de 2013 S 0 0 0 $0
Mark T Mcgrath President of Subsidiary 20 de febrero de 2009 A 96 773 0 0 $0
Branson M Smith President of Subsidiary 29 de noviembre de 2004 M 0 0 0 $0
Dino D Farfante President of Subsidiary 17 de noviembre de 2004 M 0 0 0 $0
Karim Adatia General Counsel 28 de agosto de 2026 S 0 0 2 $-99 072
Robert Douglas Green Chief Digital Officer 20 de febrero de 2026 M 9 267 0 0 $0
Jennifer M Vasin Chief Human Resources Officer 20 de febrero de 2026 M 8 389 0 0 $0
Rachael A Bertrandt Chief Accounting Officer 20 de febrero de 2026 M 5 909 0 0 $0
Samuel C Cowley Gen'l Counsel & Secretary 20 de febrero de 2026 M 32 509 0 0 $0
Sumana Nallapati Chief Information Officer 15 de mayo de 2023 M 617 0 0 $0
Jeffery Shumway Chief Information Officer 20 de febrero de 2022 M 11 512 0 0 $0
Michael Guggemos Chief Information Officer 20 de febrero de 2019 A 28 148 0 0 $0
Dana A. Leighty VP, PAO 20 de febrero de 2018 A 9 713 0 0 $0
Steven Robert Andrews General Counsel and Secretary 26 de febrero de 2015 S 14 086 0 0 $0
David C Olsen SVP, Controller and PAO 20 de febrero de 2012 A 0 0 0 $0
Mary E. Sculley SVP, Human Resources 10 de mayo de 2011 A · 0 0 $0
Stephen Speidel Sr. Vice President, Operations 20 de febrero de 2011 A 29 536 0 0 $0
Gary M Glandon Chief People Officer 20 de febrero de 2009 A 17 118 0 0 $0
Karen K Mcginnis Chief Accounting Officer 20 de febrero de 2009 A 40 837 0 0 $0
Catherine W Eckstein Chief Marketing Officer 26 de mayo de 2008 F 18 331 0 0 $0
David Rice Chief Technology Officer 19 de febrero de 2008 M 0 0 0 $0
Carmela Orlando VP, GM of Subsidiary 6 de mayo de 2006 M 2 500 0 0 $0
James A Mccoy SVP of Subsidiary 14 de febrero de 2005 M 0 0 0 $0
Timothy J Mcgrath EVP of Subsidiary 26 de agosto de 2004 A 0 0 0 $0
Janet Foutty Consejero 30 de agosto de 2026 M 917 0 0 $0
Thomas Reichert Consejero 30 de agosto de 2026 M 917 0 0 $0
Anthony Ibarguen Consejero 13 de agosto de 2026 S 18 188 0 1 $-619 320
Girish D Rishi Consejero 21 de mayo de 2026 M 13 557 0 0 $0
Catherine Courage Consejero 21 de mayo de 2026 M 12 956 0 0 $0
Linda Marie Breard Consejero 21 de mayo de 2026 M 13 131 0 0 $0
Bruce Armstrong Consejero 21 de mayo de 2026 M 15 163 0 0 $0
Richard E Allen Consejero 21 de mayo de 2026 M 27 620 0 0 $0
Timothy A Crown Consejero 21 de mayo de 2026 M 93 160 0 0 $0
Kathleen S Pushor Consejero 12 de mayo de 2025 M 8 083 0 0 $0
Michael M Fisher Consejero 10 de mayo de 2018 M 19 968 0 0 $0
Bennett Dorrance Consejero 10 de mayo de 2018 M 49 352 0 0 $0
Robertson C Jones Consejero 15 de mayo de 2017 M 6 605 0 0 $0
Larry Gunning Consejero 10 de febrero de 2016 M 11 891 0 0 $0
Robert F Woods Consejero 19 de mayo de 2011 M 3 333 0 0 $0
David J Robino Consejero 9 de mayo de 2010 M 6 001 0 0 $0
Eric J Crown Consejero 31 de agosto de 2007 M 253 345 0 0 $0
Glynis Bryan · 12 de febrero de 2025 M 102 519 0 0 $0
Kenneth T Lamneck · 3 de enero de 2022 S 71 741 0 0 $0
James D Kebert · 30 de junio de 2006 D 14 000 0 0 $0
Robert P Moya · 3 de enero de 2005 M 0 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 54 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
PSCT · Invesco Exchange-Traded Fund Trust … 1,95% 64 909 SH 2 de octubre de 2026 Diario
RZV · Invesco Exchange-Traded Fund Trust 1,22% 20 973 SH 2 de octubre de 2026 Diario
RWJ · Invesco Exchange-Traded Fund Trust … 0,57% 69 712 SH 2 de octubre de 2026 Diario
VIOV · VANGUARD ADMIRAL FUNDS 0,39% 64 091 SH 19 de agosto de 2026 Diario
QVMS · Invesco Exchange-Traded Fund Trust … 0,31% 4 590 SH 2 de octubre de 2026 Diario
NUSC · Nushares ETF Trust 0,28% 27 725 NS 31 de julio de 2026 N-PORT
EBIT · Harbor ETF Trust 0,26% 240 NS 31 de julio de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,22% 25 160 SH 19 de agosto de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 0,20% 105 623 SH 19 de agosto de 2026 Diario
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,16% 7 371 NS 31 de julio de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,15% 1 035 NS 31 de julio de 2026 N-PORT
IWM · iShares Trust 0,15% 741 803 SH 11 de septiembre de 2026 Diario
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 7 826 NS 31 de julio de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,14% 27 299 NS 31 de julio de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,13% 14 324 NS 31 de julio de 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0,13% 1 926 NS 31 de julio de 2026 N-PORT
RSSL · Global X Funds 0,12% 13 786 NS 31 de julio de 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 165 762 SH 19 de agosto de 2026 Diario
PKW · Invesco Exchange-Traded Fund Trust 0,11% 10 983 SH 2 de octubre de 2026 Diario
ESML · iShares Trust 0,09% 16 408 SH 11 de septiembre de 2026 Diario
VBR · VANGUARD INDEX FUNDS 0,08% 439 858 SH 19 de agosto de 2026 Diario
VFVA · VANGUARD WELLINGTON FUND 0,07% 4 680 SH 19 de agosto de 2026 Diario
DFAS · Dimensional ETF Trust 0,07% 80 845 NS 31 de julio de 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,06% 91 175 NS 31 de julio de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,05% 59 229 NS 31 de julio de 2026 N-PORT
VGT · VANGUARD WORLD FUND 0,05% 720 334 SH 19 de agosto de 2026 Diario
DFSV · Dimensional ETF Trust 0,05% 31 704 NS 31 de julio de 2026 N-PORT
WSML · iShares Trust 0,04% 1 723 SH 11 de septiembre de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,04% 346 411 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,04% 692 899 SH 19 de agosto de 2026 Diario
TILT · FlexShares Trust 0,04% 5 994 NS 31 de julio de 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,03% 19 621 SH 2 de octubre de 2026 Diario
FAB · First Trust Exchange-Traded AlphaDE… 0,03% 332 NS 31 de julio de 2026 N-PORT
DFUV · Dimensional ETF Trust 0,02% 25 242 NS 31 de julio de 2026 N-PORT
IGM · iShares Trust 0,02% 14 195 SH 11 de septiembre de 2026 Diario
DXUV · Dimensional ETF Trust 0,02% 665 NS 31 de julio de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 43 538 NS 31 de julio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 958 776 SH 19 de agosto de 2026 Diario
ESGV · VANGUARD WORLD FUND 0,01% 6 346 SH 19 de agosto de 2026 Diario
DFSU · Dimensional ETF Trust 0,01% 1 446 NS 31 de julio de 2026 N-PORT
ITOT · iShares Trust 0,01% 41 326 SH 11 de septiembre de 2026 Diario
IWV · iShares Trust 0,01% 7 563 SH 11 de septiembre de 2026 Diario
DFAU · Dimensional ETF Trust 0,00% 4 069 NS 31 de julio de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 6 113 NS 31 de julio de 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 22 769 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 2 363 SH 19 de agosto de 2026 Diario
IJR · iShares Trust · 1 843 297 SH 10 de septiembre de 2026 Diario
IJS · iShares Trust · 269 540 SH 8 de septiembre de 2026 Diario
IWN · iShares Trust · 270 835 SH 11 de septiembre de 2026 Diario
XJR · iShares Trust · 4 169 SH 31 de agosto de 2026 Diario
SVAL · iShares Trust · 8 333 SH 3 de septiembre de 2026 Diario
ISCB · iShares Trust · 1 294 SH 11 de septiembre de 2026 Diario
ISCV · iShares Trust · 6 397 SH 11 de septiembre de 2026 Diario
SMLF · iShares Trust · 10 412 SH 11 de septiembre de 2026 Diario

NSIT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 10 analistas COMPRA
Objetivo mediano $167.50 +4,3%
3 30,0% Compra fuerte
4 40,0% Compra
3 30,0% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

4 analistas · 2026-10-04

Objetivo medio $163.75 +1,9%

Ahora Precio Actual $160.66
Mín$140.00 Media$163.75 Máx$180.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
NSIT $2.53B 16.8 -5.2% 1.9% 9.7% 21.4%
SNX $15.10B 15.3 6.9% 1.3% 10.0% 7.0%
CDW $17.62B 16.9 6.8% 4.8% 42.0% 21.7%
ARW $5.63B 10.1 10.5% 1.8% 9.2% 11.2%
AVT · 21.5 24.5% 1.2% 6.7% 10.4%
INGM · 18.6 9.5% · · ·
PLUS $1.98B 15.0 22.1% 5.4% 12.5% 25.2%
CNXN $1.46B 17.7 2.5% 2.9% 9.3% 18.8%
ADIG · · · · · ·
SCSC $1.05B 14.3 6.1% 2.4% 8.7% 13.6%

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Ago 6, 2026