Insight Enterprises (NSIT) reported second-quarter 2026 net sales of $2.4 billion, up 15% from a year earlier. Gross profit increased 18% to $521.6 million, and gross margin expanded 60 basis points to 21.7%.
Consolidated net earnings rose 65% year over year to $77.6 million. Diluted earnings per share increased 76% to $2.57, while adjusted diluted earnings per share rose 44% to $3.86. The company also raised its full-year outlook for gross profit growth and adjusted diluted EPS.
- Quarter ended June 30, 2026
- Consolidated net sales increased 15% year over year to $2.4 billion
- Consolidated net earnings increased 65% to $77.6 million
- Diluted EPS was $2.57, up 76% year over year
- North America net sales rose 15% to $1.9 billion
- EMEA net sales increased 8% to $375.2 million
- APAC net sales increased 46% to $85.6 million
- Full-year 2026 adjusted diluted EPS guidance was raised to $12.20 to $12.70
$NSIT Insider Trading Activity
$NSIT insiders have traded $NSIT stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $NSIT stock by insiders over the last 6 months:
- JAMES A. MORGADO (Chief Financial Officer) purchased 2,290 shares for an estimated $199,813
- KARIM ADATIA (General Counsel) sold 559 shares for an estimated $60,036
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NSIT Hedge Fund Activity
We have seen 170 institutional investors add shares of $NSIT stock to their portfolio, and 131 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VALUEACT HOLDINGS, L.P. removed 1,216,592 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $81,523,829
- FIDUCIARY MANAGEMENT INC /WI/ added 552,719 shares (+41.8%) to their portfolio in Q1 2026, for an estimated $37,037,700
- FMR LLC removed 541,457 shares (-16.8%) from their portfolio in Q1 2026, for an estimated $36,283,033
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added 388,795 shares (+inf%) to their portfolio in Q2 2026, for an estimated $47,355,231
- MEDINA VALUE PARTNERS, LLC added 338,220 shares (+inf%) to their portfolio in Q1 2026, for an estimated $22,664,122
- MORGAN STANLEY added 306,441 shares (+11.4%) to their portfolio in Q1 2026, for an estimated $20,534,611
- COUNTRY TRUST BANK removed 298,729 shares (-99.9%) from their portfolio in Q2 2026, for an estimated $36,385,192
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
