vos badges Fourchette 52 semaines $64–$168 93% of range Note des analystes BUY 10 analysts Objectif de cours $164 +2% upside P/E 23.9 ROE 13.1% Marge nette 2.5%

NSIT Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

03
Prix $160.66
Capitalisation Boursière (MRQ) $4.74B
P/E (TTM) 23.9
BPA (TTM) $6.72
Revenu (TTM) $8.58B
ROE (TTM) 13.1%
Fourchette 52 semaines $64–$169

NSIT Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

04
fourchette
barres

La granularité des barres s'adapte à la période sélectionnée — survolez le graphique pour voir l'ouverture/le maximum/le minimum/la clôture d'une barre.

Splits d'actions 4
Date ex-dividende Division Type
19 septembre 2000 3-for-2 Avant
19 février 1999 3-for-2 Avant
9 septembre 1998 3-for-2 Avant
18 septembre 1997 3-for-2 Avant

À propos de Insight Enterprises, Inc. - Common Stock Présentation de l'entreprise depuis 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.

Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

secteurIndustrials industrieElectrical Equipment employés14 505 paysUS

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

06
Revenu$8.25B
2016-12-31 → 2025-12-31
BPA$4.86
2016-12-31 → 2025-12-31
Flux de trésorerie libre$279M
2016-12-31 → 2025-12-31
Marge nette2.5%
2016-12-31 → 2025-12-31
Valorisation et Ratios 07–12

Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique Tendance sur 5 ans NSIT moyenne 5 ans Médiane des pairs Verdict
P/E (TTM) 23.9moyenne 5 ans ≈18.9 ≈18.9 17.8 Juste valeur
P/S (TTM) 0.6moyenne 5 ans ≈0.4 ≈0.4 0.4 Juste valeur
P/B (MRQ) 3.0moyenne 5 ans ≈2.4 ≈2.4 1.8 Surévalué
Cours / FCF (TTM) 12.0moyenne 5 ans ≈37.2 ≈37.2 · ·
Cours / Flux de trésorerie (TTM) 11.2moyenne 5 ans ≈16.6 ≈16.6 12.2 Sous-évalué
Cours / Actif net tangible (MRQ) 3.9moyenne 5 ans ≈15.0 ≈15.0 · ·

La médiane des pairs est calculée sur une base standardisée par métrique et peut ne pas toujours correspondre à la base TTM/MRQ indiquée pour cette action.

valeur · ≈ moyenne 5 ans · médiane du secteur · verdict par rapport à la médiane

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

14
Surprise Moyenne 6.8%
Prochain rapport Oct 28, 2026
PériodeRapportEPS ActualBPA est.Surprise
30 juin 2026 Jul 29, 2026 $3.86 $2.99 29.3%
31 mars 2026 $2.88 $2.49 15.6%
31 décembre 2025 $2.96 $2.90 2.2%
30 septembre 2025 $2.43 $2.54 -4.5%
30 juin 2025 $2.45 $2.51 -2.5%
31 mars 2025 $2.06 $2.05 0.48%

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

15
Compte de résultat 16
Métrique Tendance 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
Bilan 24
Métrique Tendance 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
Flux de trésorerie 18
Métrique Tendance 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
Rentabilité 8
Métrique Tendance 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%
Liquidité et Solvabilité 3
Métrique Tendance 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
Efficacité 3
Métrique Tendance 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
Par action 5
Métrique Tendance 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
Taux de croissance 9
Métrique Tendance 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%···········
Valorisation (TTM) 10
Métrique Tendance 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%

Période la plus récente à gauche · valeurs nulles affichées comme ·

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

16
Métrique 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $8.25B $8.70B $9.18B $10.43B $9.44B
Marge Brute % 21.4% 20.3% 18.2% 15.7% 15.3%
Marge d'exploitation % 4.1% 4.5% 4.6% 4.0% 3.5%
Résultat net $157M $250M $281M $281M $219M
BPA dilué $4.86 $6.55 $7.55 $7.66 $5.95

Détenteurs institutionnels (13F) 351 déclarants · $4.0B total · Au 30 septembre 2026

17

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Détenteurs 351
Valeur détenue $4.0B
Nouvelles positions 95
Positions clôturées 52
Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
95 (+32 vs T. préc.) 52 (+9 vs T. préc.) 87 (-34 vs T. préc.) 110 (+32 vs T. préc.) +647K

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

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

Afficher les 351 détenteurs institutionnels →

Activistes et détenteurs de 5%+ 3 participations

18

Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.

Déclarant Déposé Participation Statut Objectif Dépôt
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 dépôts 1 décembre 2025 4,70% Amendement · 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 dépôts 17 février 2023 · Dépôt initial · SEC
Insight Enterprises, Inc. ×2 dépôts 6 janvier 2017 · Dépôt initial Fusions et acquisitions / vente 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.

Initiés de la société 56 initiés · 35 dirigeants · 19 administrateurs

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

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Détention d'ETF Détenu par 54 ETFs

20

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

Fonds Poids Unités Au Source
PSCT · Invesco Exchange-Traded Fund Trust … 1,92% 64 909 SH 1 octobre 2026 Quotidien
RZV · Invesco Exchange-Traded Fund Trust 1,19% 21 079 SH 1 octobre 2026 Quotidien
RWJ · Invesco Exchange-Traded Fund Trust … 0,56% 69 592 SH 1 octobre 2026 Quotidien
VIOV · VANGUARD ADMIRAL FUNDS 0,39% 64 091 SH 19 août 2026 Quotidien
QVMS · Invesco Exchange-Traded Fund Trust … 0,31% 4 590 SH 1 octobre 2026 Quotidien
NUSC · Nushares ETF Trust 0,28% 27 725 NS 31 juillet 2026 N-PORT
EBIT · Harbor ETF Trust 0,26% 240 NS 31 juillet 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,22% 25 160 SH 19 août 2026 Quotidien
VIOO · VANGUARD ADMIRAL FUNDS 0,20% 105 623 SH 19 août 2026 Quotidien
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,16% 7 371 NS 31 juillet 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,15% 1 035 NS 31 juillet 2026 N-PORT
IWM · iShares Trust 0,15% 741 803 SH 11 septembre 2026 Quotidien
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 7 826 NS 31 juillet 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,14% 27 299 NS 31 juillet 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,13% 14 324 NS 31 juillet 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0,13% 1 926 NS 31 juillet 2026 N-PORT
RSSL · Global X Funds 0,12% 13 786 NS 31 juillet 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 165 762 SH 19 août 2026 Quotidien
PKW · Invesco Exchange-Traded Fund Trust 0,10% 11 001 SH 1 octobre 2026 Quotidien
ESML · iShares Trust 0,09% 16 408 SH 11 septembre 2026 Quotidien
VBR · VANGUARD INDEX FUNDS 0,08% 439 858 SH 19 août 2026 Quotidien
VFVA · VANGUARD WELLINGTON FUND 0,07% 4 680 SH 19 août 2026 Quotidien
DFAS · Dimensional ETF Trust 0,07% 80 845 NS 31 juillet 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,06% 91 175 NS 31 juillet 2026 N-PORT
DFAT · Dimensional ETF Trust 0,05% 59 229 NS 31 juillet 2026 N-PORT
VGT · VANGUARD WORLD FUND 0,05% 720 334 SH 19 août 2026 Quotidien
DFSV · Dimensional ETF Trust 0,05% 31 704 NS 31 juillet 2026 N-PORT
WSML · iShares Trust 0,04% 1 723 SH 11 septembre 2026 Quotidien
VXF · VANGUARD INDEX FUNDS 0,04% 346 411 SH 19 août 2026 Quotidien
VB · VANGUARD INDEX FUNDS 0,04% 692 899 SH 19 août 2026 Quotidien
TILT · FlexShares Trust 0,04% 5 994 NS 31 juillet 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,03% 19 621 SH 1 octobre 2026 Quotidien
FAB · First Trust Exchange-Traded AlphaDE… 0,03% 332 NS 31 juillet 2026 N-PORT
DFUV · Dimensional ETF Trust 0,02% 25 242 NS 31 juillet 2026 N-PORT
IGM · iShares Trust 0,02% 14 195 SH 11 septembre 2026 Quotidien
DXUV · Dimensional ETF Trust 0,02% 665 NS 31 juillet 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 43 538 NS 31 juillet 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 958 776 SH 19 août 2026 Quotidien
ESGV · VANGUARD WORLD FUND 0,01% 6 346 SH 19 août 2026 Quotidien
DFSU · Dimensional ETF Trust 0,01% 1 446 NS 31 juillet 2026 N-PORT
ITOT · iShares Trust 0,01% 41 326 SH 11 septembre 2026 Quotidien
IWV · iShares Trust 0,01% 7 563 SH 11 septembre 2026 Quotidien
DFAU · Dimensional ETF Trust 0,00% 4 069 NS 31 juillet 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 6 113 NS 31 juillet 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 22 769 SH 19 août 2026 Quotidien
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 2 363 SH 19 août 2026 Quotidien
IJR · iShares Trust · 1 843 297 SH 10 septembre 2026 Quotidien
IJS · iShares Trust · 269 540 SH 8 septembre 2026 Quotidien
IWN · iShares Trust · 270 835 SH 11 septembre 2026 Quotidien
XJR · iShares Trust · 4 169 SH 31 août 2026 Quotidien
SVAL · iShares Trust · 8 333 SH 3 septembre 2026 Quotidien
ISCB · iShares Trust · 1 294 SH 11 septembre 2026 Quotidien
ISCV · iShares Trust · 6 397 SH 11 septembre 2026 Quotidien
SMLF · iShares Trust · 10 412 SH 11 septembre 2026 Quotidien

NSIT Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

21
notation · 10 analystes ACHAT
Objectif médian $167.50 +4,3%
3 30,0% Achat fort
4 40,0% Achat
3 30,0% Conserver
0 0,0% Vente
0 0,0% Vente forte

Objectif de cours à 12 mois

4 analystes · 2026-09-27

Objectif moyen $163.75 +1,9%

Maintenant Prix actuel $160.66
Bas$140.00 Moyenne$163.75 Haut$180.00

Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur

22

Base F.A., prix à la clôture de la dernière fin d'exercice de chaque société.

Ticker Capitalisation Boursière P/E Revenus Année/Année Marge Nette ROE Marge Brute
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%

Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets

26

Choisissez les indicateurs qui vous importent — cliquez sur le + à côté de n'importe quelle ligne dans les Fondamentaux complets ci-dessus.

Votre sélection est enregistrée et vous suit sur tous les tickers.

Source : Dépôt SEC 10-Q le Aoû 6, 2026