TD SYNNEX CORPORATION
At today's price, TD SYNNEX CORPORATION (SNX) is priced for +3.9% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• TD SYNNEX's quiet transformation is Hyve: the hyperscale infrastructure unit grew 117 percent in the fiscal second quarter with program wins across all five U.S. hyperscalers, stacked on a distribution core carrying ⟦"more than 200,000 technology products"⟧ from about 2,500 OEMs (accession 0001628280-26-003598) [Source: fiscal Q2 2026 results, June 25, 2026]. • The defining risk is concentration in the growth engine: one customer has accounted for 11 to 12 percent of total revenue three years
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585 institutional managers reported holding SNX in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 47%. 116 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 1.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (1.9 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.
SNX's share count grew 56.2% over the past five years even with $2.05B spent on repurchases. It pays a dividend, and has for 12 years running, raised 5 years straight; the current rate is $1.76 a share annually. Cash returned over the past three years: $387.36M in dividends and $1.75B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at SNX over the trailing three years. Absence is a fact about the company, not a signal. 19 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.
SNX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-07 | -7.0% | +4.5% |
| 2023-10-04 | -1.6% | -0.6% |
| 2024-01-27 | -0.6% | +7.4% |
| 2024-04-05 | -0.4% | +9.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SNX's latest 8-K filings: 2026-07-16 (items 5.02, 9.01); 2026-07-02 (items 1.01, 9.01); 2026-06-29 (items 8.01, 9.01); 2026-06-25 (items 2.02, 9.01); 2026-06-22 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 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.