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CNXC

CONCENTRIX CORPORATION

boothcheck covers CONCENTRIX CORPORATION (CNXC) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.

Published model solve
no single estimate
Priced In
no single estimate

Key Takeaways

• Concentrix runs customer-experience operations on contract for other companies across six verticals, the largest being technology and consumer electronics at 27% of revenue, and the whole book of about 10.0 billion dollars in revenue converted to a 5.2% trailing operating margin. • The defining risk is written into its own risk factors: ⟦Some emerging technologies, including AI, GenAI, RPA, ML, VOC, IVR, and IoT, may cause an adverse shift in the way certain of our existing business operations

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Institutional ownership

283 institutional managers reported holding CNXC in 13F filings for the quarter ended 2026-03-31. 44 opened new positions that quarter. Held by Vanguard Group, AQR Capital, FMR (Fidelity), among others. On the short side, 10.1M shares were sold short as of the 2026-06-15 count, about 16% of shares outstanding (9.3 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

CNXC's share count grew 19.5% over the past five years even with $557.87M spent on repurchases. It pays a dividend, and has paid one every year in our records (5 and counting), raised 4 years straight. Cash returned over the past three years: $231.44M in dividends and $397.01M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at CNXC over the trailing three years: 2023: 3 buys totaling $64k; 2024: 4 buys totaling $116k; 2025: 6 buys totaling $288k; 2026: 2 buys totaling $64k. 16 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

CNXC's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-08-3.5%-13.1%
2023-10-07+10.9%+17.5%
2024-01-30-16.4%-31.6%
2024-04-06+4.1%+4.0%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

CNXC's latest 8-K filings: 2026-07-24 (items 5.02, 9.01); 2026-06-29 (items 2.02, 9.01); 2026-05-01 (items 5.02); 2026-03-27 (items 5.02, 5.07, 9.01); 2026-03-24 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 25, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.