i tuoi badge Intervallo 52 sett. $64–$168 93% of range Rating Analisti BUY 10 analysts Prezzo Obiettivo $164 +2% upside P/E 24.0 ROE 13.1% Margine di Profitto Netto 2.5%

NSIT Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $160.96
Capitalizzazione di Mercato (MRQ) $4.75B
P/E (TTM) 24.0
EPS (TTM) $6.72
Ricavi (TTM) $8.58B
ROE (TTM) 13.1%
Intervallo 52 sett. $64–$169

NSIT Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 4
Data ex-dividendo Split Tipo
19 Settembre 2000 3-for-2 Avanti
19 Febbraio 1999 3-for-2 Avanti
09 Settembre 1998 3-for-2 Avanti
18 Settembre 1997 3-for-2 Avanti

Informazioni su Insight Enterprises, Inc. - Common Stock Panoramica della società da 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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreIndustrials industriaElectrical Equipment dipendenti14.505 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$8.25B
2016-12-31 → 2025-12-31
EPS$4.86
2016-12-31 → 2025-12-31
Flusso di cassa libero$279M
2016-12-31 → 2025-12-31
Margine netto2.5%
2016-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni NSIT media 5 anni Mediana dei peer Verdetto
P/E (TTM) 24.0media 5 anni ≈18.9 ≈18.9 16.2 Sopravvalutato
P/S (TTM) 0.6media 5 anni ≈0.4 ≈0.4 0.4 Valore equo
P/B (MRQ) 3.0media 5 anni ≈2.4 ≈2.4 1.8 Sopravvalutato
Prezzo / FCF (TTM) 12.0media 5 anni ≈37.2 ≈37.2 · ·
Prezzo / Flusso di cassa (TTM) 11.2media 5 anni ≈16.6 ≈16.6 12.2 Sottovalutato
Prezzo / Valore contabile tangibile (MRQ) 3.9media 5 anni ≈15.0 ≈15.0 · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 6.8%
Prossimo report Ott 28, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Lug 29, 2026 $3.86 $2.99 29.3%
31 Marzo 2026 $2.88 $2.49 15.6%
31 Dicembre 2025 $2.96 $2.90 2.2%
30 Settembre 2025 $2.43 $2.54 -4.5%
30 Giugno 2025 $2.45 $2.51 -2.5%
31 Marzo 2025 $2.06 $2.05 0.48%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 16
Metrica Tendenza 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
Stato Patrimoniale 24
Metrica Tendenza 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
Flusso di cassa 18
Metrica Tendenza 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
Redditività 8
Metrica Tendenza 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%
Liquidità e Solvibilità 3
Metrica Tendenza 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
Efficienza 3
Metrica Tendenza 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
Per Azione 5
Metrica Tendenza 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
Tassi di Crescita 9
Metrica Tendenza 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%···········
Valutazione (TTM) 10
Metrica Tendenza 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%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $8.25B $8.70B $9.18B $10.43B $9.44B
Margine Lordo % 21.4% 20.3% 18.2% 15.7% 15.3%
Margine Operativo % 4.1% 4.5% 4.6% 4.0% 3.5%
Utile netto $157M $250M $281M $281M $219M
EPS Diluito $4.86 $6.55 $7.55 $7.66 $5.95

Proprietari istituzionali (13F) 351 filer · $4.0B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 351
Valore detenuto $4.0B
Nuove posizioni 95
Posizioni chiuse 52
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
95 (+32 vs trimestre precedente) 52 (+9 vs trimestre precedente) 87 (-34 vs trimestre precedente) 110 (+32 vs trimestre precedente) +647K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
BlackRock, Inc. $587.162.112 4.820.707 14,76% Azioni
MORGAN STANLEY $345.420.316 2.835.962 8,68% Azioni
VANGUARD GROUP INC $331.211.314 4.065.439 8,33% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $312.806.882 2.568.201 7,86% Azioni
FIDUCIARY MANAGEMENT INC /WI/ $267.658.058 2.197.521 6,73% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $165.530.219 1.359.033 4,16% Azioni
STATE STREET CORP $148.968.793 1.223.097 3,75% Azioni
PARADIGM CAPITAL MANAGEMENT INC/NY $116.562.600 957.000 2,93% Azioni
FMR LLC $114.406.113 939.295 2,88% Azioni
DIMENSIONAL FUND ADVISORS LP $103.334.103 848.411 2,60% Azioni
GEODE CAPITAL MANAGEMENT, LLC $99.241.013 814.638 2,50% Azioni
Analog Century Management LP $94.025.459 771.966 2,36% Azioni
FIL Ltd $65.637.289 538.894 1,65% Azioni
D. E. Shaw & Co., Inc. $57.540.756 472.420 1,45% Azioni
NORTHERN TRUST CORP $52.264.137 429.098 1,31% Azioni
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $47.355.231 388.795 1,19% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $46.500.560 381.778 1,17% Azioni
JANE STREET GROUP, LLC $46.260.005 379.803 1,16% Azioni
Nuveen, LLC $45.862.816 376.542 1,15% Azioni
JPMORGAN CHASE & CO $42.093.650 348.247 1,06% Azioni
FRONTIER CAPITAL MANAGEMENT CO LLC $41.130.155 337.686 1,03% Azioni
MILLENNIUM MANAGEMENT LLC $40.310.197 330.954 1,01% Azioni
BROWN ADVISORY INC $36.778.977 301.962 0,92% Azioni
BANK OF AMERICA CORP /DE/ $36.642.798 300.844 0,92% Azioni
GOLDMAN SACHS GROUP INC $36.199.569 297.205 0,91% Azioni
AMERIPRISE FINANCIAL INC $35.756.827 293.570 0,90% Azioni
Point72 Asset Management, L.P. $34.941.131 286.873 0,88% Azioni
Invesco Ltd. $28.164.911 231.239 0,71% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $27.837.999 228.555 0,70% Azioni
Alyeska Investment Group, L.P. $26.601.729 218.405 0,67% Azioni
VANGUARD FIDUCIARY TRUST CO $24.252.816 199.120 0,61% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $22.228.500 182.500 0,56% Opzione Call
Bank of New York Mellon Corp $21.892.381 179.740 0,55% Azioni
PRINCIPAL FINANCIAL GROUP INC $17.776.467 145.948 0,45% Azioni
UBS Group AG $15.227.436 125.020 0,38% Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $14.363.874 117.930 0,36% Azioni
KENNEDY CAPITAL MANAGEMENT LLC $14.257.299 117.055 0,36% Azioni
SPEECE THORSON CAPITAL GROUP INC $13.027.000 106.952 0,33% Azioni
HIGHLAND PEAK CAPITAL, LLC $12.845.881 105.467 0,32% Azioni
Public Sector Pension Investment Board $12.636.994 103.752 0,32% Azioni
BARCLAYS PLC $12.161.122 99.845 0,31% Azioni
Aristotle Capital Boston, LLC $10.586.249 86.915 0,27% Azioni
RENAISSANCE TECHNOLOGIES LLC $10.422.791 85.573 0,26% Azioni
Qube Research & Technologies Ltd $10.364.084 85.091 0,26% Azioni
RHUMBLINE ADVISERS $9.614.992 78.941 0,24% Azioni
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $9.529.997 78.243 0,24% Azioni
AQR CAPITAL MANAGEMENT LLC $9.116.852 74.851 0,23% Azioni
Legal & General Group Plc $8.836.589 72.550 0,22% Azioni
CITADEL ADVISORS LLC $8.610.164 70.691 0,22% Azioni
KESTREL INVESTMENT MANAGEMENT CORP $7.764.750 63.750 0,20% Azioni

Mostra tutti i 351 proprietari istituzionali →

Attivisti e proprietari del 5%+ 3 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
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 depositi 01 Dicembre 2025 4,70% Modifica · 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 depositi 17 Febbraio 2023 · Deposito iniziale · SEC
Insight Enterprises, Inc. ×2 depositi 06 Gennaio 2017 · Deposito iniziale M&A / vendita 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.

Insider aziendali 56 insider · 35 dirigenti · 19 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Jacob Azagury Chief Executive Officer 15 Aprile 2026 A · 0 0 $0
Joyce A Mullen Chief Executive Officer 20 Febbraio 2026 M 77.972 0 0 $0
Richard A Fennessy President and CEO 26 Agosto 2009 S 122.370 0 0 $0
James A. Morgado Chief Financial Officer 11 Maggio 2026 P 17.246 1 0 $199.825
Helen Johnson CFO, INA SVP Finance 24 Febbraio 2021 S 13.677 0 0 $0
Stanley Laybourne CFO 29 Agosto 2007 M 11.200 0 0 $0
Adrian P Gregory President, EMEA 20 Febbraio 2026 M 8.719 0 0 $0
Daniel Burger President INA 20 Febbraio 2026 M 24.652 0 0 $0
Emma Desousa President, EMEA 20 Febbraio 2022 A 8.710 0 0 $0
Wolfgang Ebermann EMEA President 10 Marzo 2020 P 43.549 0 0 $0
Steven W. Dodenhoff President, North America 20 Febbraio 2020 A 61.708 0 0 $0
Stuart Fenton President Insight EMEA 10 Maggio 2013 S 0 0 0 $0
Mark T Mcgrath President of Subsidiary 20 Febbraio 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 Agosto 2026 S 0 0 2 $-99.072
Robert Douglas Green Chief Digital Officer 20 Febbraio 2026 M 9.267 0 0 $0
Jennifer M Vasin Chief Human Resources Officer 20 Febbraio 2026 M 8.389 0 0 $0
Rachael A Bertrandt Chief Accounting Officer 20 Febbraio 2026 M 5.909 0 0 $0
Samuel C Cowley Gen'l Counsel & Secretary 20 Febbraio 2026 M 32.509 0 0 $0
Sumana Nallapati Chief Information Officer 15 Maggio 2023 M 617 0 0 $0
Jeffery Shumway Chief Information Officer 20 Febbraio 2022 M 11.512 0 0 $0
Michael Guggemos Chief Information Officer 20 Febbraio 2019 A 28.148 0 0 $0
Dana A. Leighty VP, PAO 20 Febbraio 2018 A 9.713 0 0 $0
Steven Robert Andrews General Counsel and Secretary 26 Febbraio 2015 S 14.086 0 0 $0
David C Olsen SVP, Controller and PAO 20 Febbraio 2012 A 0 0 0 $0
Mary E. Sculley SVP, Human Resources 10 Maggio 2011 A · 0 0 $0
Stephen Speidel Sr. Vice President, Operations 20 Febbraio 2011 A 29.536 0 0 $0
Gary M Glandon Chief People Officer 20 Febbraio 2009 A 17.118 0 0 $0
Karen K Mcginnis Chief Accounting Officer 20 Febbraio 2009 A 40.837 0 0 $0
Catherine W Eckstein Chief Marketing Officer 26 Maggio 2008 F 18.331 0 0 $0
David Rice Chief Technology Officer 19 Febbraio 2008 M 0 0 0 $0
Carmela Orlando VP, GM of Subsidiary 06 Maggio 2006 M 2.500 0 0 $0
James A Mccoy SVP of Subsidiary 14 Febbraio 2005 M 0 0 0 $0
Timothy J Mcgrath EVP of Subsidiary 26 Agosto 2004 A 0 0 0 $0
Janet Foutty Direttore 30 Agosto 2026 M 917 0 0 $0
Thomas Reichert Direttore 30 Agosto 2026 M 917 0 0 $0
Anthony Ibarguen Direttore 13 Agosto 2026 S 18.188 0 1 $-619.320
Girish D Rishi Direttore 21 Maggio 2026 M 13.557 0 0 $0
Catherine Courage Direttore 21 Maggio 2026 M 12.956 0 0 $0
Linda Marie Breard Direttore 21 Maggio 2026 M 13.131 0 0 $0
Bruce Armstrong Direttore 21 Maggio 2026 M 15.163 0 0 $0
Richard E Allen Direttore 21 Maggio 2026 M 27.620 0 0 $0
Timothy A Crown Direttore 21 Maggio 2026 M 93.160 0 0 $0
Kathleen S Pushor Direttore 12 Maggio 2025 M 8.083 0 0 $0
Michael M Fisher Direttore 10 Maggio 2018 M 19.968 0 0 $0
Bennett Dorrance Direttore 10 Maggio 2018 M 49.352 0 0 $0
Robertson C Jones Direttore 15 Maggio 2017 M 6.605 0 0 $0
Larry Gunning Direttore 10 Febbraio 2016 M 11.891 0 0 $0
Robert F Woods Direttore 19 Maggio 2011 M 3.333 0 0 $0
David J Robino Direttore 09 Maggio 2010 M 6.001 0 0 $0
Eric J Crown Direttore 31 Agosto 2007 M 253.345 0 0 $0
Glynis Bryan · 12 Febbraio 2025 M 102.519 0 0 $0
Kenneth T Lamneck · 03 Gennaio 2022 S 71.741 0 0 $0
James D Kebert · 30 Giugno 2006 D 14.000 0 0 $0
Robert P Moya · 03 Gennaio 2005 M 0 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 54 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PSCT · Invesco Exchange-Traded Fund Trust … 1,95% 64.909 SH 02 Ottobre 2026 Giornaliero
RZV · Invesco Exchange-Traded Fund Trust 1,22% 20.973 SH 02 Ottobre 2026 Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust … 0,57% 69.712 SH 02 Ottobre 2026 Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS 0,39% 64.091 SH 19 Agosto 2026 Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust … 0,31% 4.590 SH 02 Ottobre 2026 Giornaliero
NUSC · Nushares ETF Trust 0,28% 27.725 NS 31 Luglio 2026 N-PORT
EBIT · Harbor ETF Trust 0,26% 240 NS 31 Luglio 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,22% 25.160 SH 19 Agosto 2026 Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS 0,20% 105.623 SH 19 Agosto 2026 Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,16% 7.371 NS 31 Luglio 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,15% 1.035 NS 31 Luglio 2026 N-PORT
IWM · iShares Trust 0,15% 741.803 SH 11 Settembre 2026 Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 7.826 NS 31 Luglio 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,14% 27.299 NS 31 Luglio 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,13% 14.324 NS 31 Luglio 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0,13% 1.926 NS 31 Luglio 2026 N-PORT
RSSL · Global X Funds 0,12% 13.786 NS 31 Luglio 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,11% 165.762 SH 19 Agosto 2026 Giornaliero
PKW · Invesco Exchange-Traded Fund Trust 0,11% 10.983 SH 02 Ottobre 2026 Giornaliero
ESML · iShares Trust 0,09% 16.408 SH 11 Settembre 2026 Giornaliero
VBR · VANGUARD INDEX FUNDS 0,08% 439.858 SH 19 Agosto 2026 Giornaliero
VFVA · VANGUARD WELLINGTON FUND 0,07% 4.680 SH 19 Agosto 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,07% 80.845 NS 31 Luglio 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,06% 91.175 NS 31 Luglio 2026 N-PORT
DFAT · Dimensional ETF Trust 0,05% 59.229 NS 31 Luglio 2026 N-PORT
VGT · VANGUARD WORLD FUND 0,05% 720.334 SH 19 Agosto 2026 Giornaliero
DFSV · Dimensional ETF Trust 0,05% 31.704 NS 31 Luglio 2026 N-PORT
WSML · iShares Trust 0,04% 1.723 SH 11 Settembre 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,04% 346.411 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,04% 692.899 SH 19 Agosto 2026 Giornaliero
TILT · FlexShares Trust 0,04% 5.994 NS 31 Luglio 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,03% 19.621 SH 02 Ottobre 2026 Giornaliero
FAB · First Trust Exchange-Traded AlphaDE… 0,03% 332 NS 31 Luglio 2026 N-PORT
DFUV · Dimensional ETF Trust 0,02% 25.242 NS 31 Luglio 2026 N-PORT
IGM · iShares Trust 0,02% 14.195 SH 11 Settembre 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,02% 665 NS 31 Luglio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 43.538 NS 31 Luglio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 958.776 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,01% 6.346 SH 19 Agosto 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,01% 1.446 NS 31 Luglio 2026 N-PORT
ITOT · iShares Trust 0,01% 41.326 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,01% 7.563 SH 11 Settembre 2026 Giornaliero
DFAU · Dimensional ETF Trust 0,00% 4.069 NS 31 Luglio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 6.113 NS 31 Luglio 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 22.769 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 2.363 SH 19 Agosto 2026 Giornaliero
IJR · iShares Trust · 1.843.297 SH 10 Settembre 2026 Giornaliero
IJS · iShares Trust · 269.540 SH 08 Settembre 2026 Giornaliero
IWN · iShares Trust · 270.835 SH 11 Settembre 2026 Giornaliero
XJR · iShares Trust · 4.169 SH 31 Agosto 2026 Giornaliero
SVAL · iShares Trust · 8.333 SH 03 Settembre 2026 Giornaliero
ISCB · iShares Trust · 1.294 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 6.397 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 10.412 SH 11 Settembre 2026 Giornaliero

NSIT Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 10 analisti COMPRA
Target mediano $167.50 +4,1%
3 30,0% Acquisto forte
4 40,0% Compra
3 30,0% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

4 analisti · 2026-10-04

Target medio $163.75 +1,7%

Ora Prezzo attuale $160.96
Basso$140.00 Media$163.75 Alto$180.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

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Fonte: SEC 10-Q depositato Ago 6, 2026