Ingram Micro Holding Corp
In the published model solve dated 2026-Q2, anchored at $29.84, Ingram Micro Holding Corp (INGM) is priced for -4.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Ingram Micro is one of the world's largest technology distributors, the wholesaler that moves hardware, software, and cloud services from vendors to hundreds of thousands of resellers across North America, Europe, Asia-Pacific, and Latin America. • The economics are razor-thin by design: operating margin runs near 2%, so the business is about volume and working-capital efficiency, and the leverage that funds that volume is the main balance-sheet risk. • Watch the higher-margin shift; cloud and
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166 institutional managers reported holding INGM in 13F filings for the quarter ended 2026-03-31. 47 opened new positions that quarter. Held by Capital Group (American Funds), Vanguard Group, Goldman Sachs, among others. On the short side, 4.9M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.6 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.
It pays a dividend, and has paid one every year in our records (3 and counting); the current rate is $0.31 a share annually. Cash returned over the past three years: $114.01M in dividends and $75.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at INGM over the trailing three years: 2024: 7 buys totaling $8.21M. 12 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.
INGM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-03-06 | -4.4% | +1.4% |
| 2025-05-09 | +1.3% | +8.0% |
| 2025-08-07 | -1.7% | +14.9% |
| 2025-10-31 | +4.3% | -7.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
INGM's latest 8-K filings: 2026-07-30 (items 2.02, 8.01, 9.01); 2026-05-14 (items 5.07); 2026-05-07 (items 1.01, 8.01, 9.01); 2026-04-30 (items 2.02, 8.01, 9.01); 2026-03-09 (items 1.01, 8.01, 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.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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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.