Ingram Micro Holding Corporation (INGM) Stock Falls on Q4 2025 Earnings

Ingram Micro Holding Corporation (INGM) reported fourth-quarter 2025 results with total revenue of $14.9 billion, up 11.49% year over year, topping the consensus revenue estimate of $14.4 billion.

Total revenue: $14.9 billion (+11.49% year-over-year)

Gross profit: $966.4 million (+3.24% year-over-year)

Operating profit: $309.7 million (+24.64% year-over-year)

Net income attributable to common shareholders: $121.4 million (+46.07% year-over-year)

Diluted earnings per share: $0.51 (+41.67% year-over-year)

The company’s reported diluted EPS of $0.51 compared with an analyst estimate of $0.90, while revenue beat the estimate.

Cash from operating activities: $1.6 billion (+403.47% year-over-year)

Purchases of property, plant and equipment: $(36.8 million) (+2.12% year-over-year)

Cash and cash equivalents: $1.9 billion (+103.04% year-over-year)

Total liabilities: $17.0 billion (+12.96% year-over-year)

Shares moved 7.73% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Ingram Micro Holding Corporation Hedge Fund Activity

We have seen 89 institutional investors add shares of Ingram Micro Holding Corporation stock to their portfolio, and 45 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO removed 1,600,400 shares (-76.3%) from their portfolio in Q4 2025, for an estimated $34,152,536
KHROM CAPITAL MANAGEMENT LLC removed 868,282 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $18,529,137
VICTORY CAPITAL MANAGEMENT INC added 673,840 shares (+27.5%) to their portfolio in Q4 2025, for an estimated $14,379,745
RIVER ROAD ASSET MANAGEMENT, LLC added 620,147 shares (+87.0%) to their portfolio in Q4 2025, for an estimated $13,233,936
WELLINGTON MANAGEMENT GROUP LLP added 556,931 shares (+26.4%) to their portfolio in Q4 2025, for an estimated $11,884,907
GOLDMAN SACHS GROUP INC added 482,723 shares (+157.5%) to their portfolio in Q4 2025, for an estimated $10,301,308
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND removed 325,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $6,984,249

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Ingram Micro Holding Corporation Analyst Ratings

Wall Street analysts have issued reports on $INGM in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Underweight" rating on 12/15/2025

To track analyst ratings and price targets for Ingram Micro Holding Corporation, check out Quiver Quantitative's $INGM forecast page.

Ingram Micro Holding Corporation Price Targets

Multiple analysts have issued price targets for $INGM recently. We have seen 2 analysts offer price targets for $INGM in the last 6 months, with a median target of $22.5.

Here are some recent targets:

Erik Woodring from Morgan Stanley set a target price of $21.0 on 12/17/2025
Samik Chatterjee from JP Morgan set a target price of $24.0 on 12/15/2025