ScanSource (SCSC) reported fourth-quarter fiscal 2026 net sales of $953.1 million, up 17.3% from a year earlier. GAAP net income rose 27.5% to $25.6 million, while diluted earnings per share increased to $1.24 from $0.88.
For fiscal 2026, the technology distributor reported net sales of $3.23 billion and GAAP net income of $78.9 million. ScanSource also announced an agreement to acquire MicroAge for $220.5 million in cash.
- Fourth-quarter gross profit increased 14.0% to $119.8 million, with a 12.6% gross margin.
- Fiscal-year net sales increased 6.1% and GAAP diluted EPS rose to $3.64 from $3.00.
- Specialty Technology Solutions Q4 sales rose 17.6% to $927.2 million, while Intelisys & Advisory sales increased 7.2% to $25.9 million.
- The MicroAge transaction is expected to close in the quarter ending September 30, 2026, subject to approvals and customary conditions.
- Fiscal 2027 guidance calls for net sales growth of 6% to 10%, adjusted EBITDA of $158 million to $165 million, and at least $85 million in free cash flow.
$SCSC Insider Trading Activity
$SCSC insiders have traded $SCSC stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $SCSC stock by insiders over the last 6 months:
- MICHAEL L BAUR (CEO, President, BOD Chair) has made 0 purchases and 3 sales selling 25,000 shares for an estimated $894,541.
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.
$SCSC Hedge Fund Activity
We have seen 110 institutional investors add shares of $SCSC stock to their portfolio, and 120 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 505,980 shares (+inf%) to their portfolio in Q2 2026, for an estimated $26,356,498
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 410,094 shares (+inf%) to their portfolio in Q2 2026, for an estimated $21,361,796
- NOMURA HOLDINGS INC added 379,089 shares (+inf%) to their portfolio in Q2 2026, for an estimated $19,746,746
- SG AMERICAS SECURITIES, LLC removed 309,030 shares (-62.4%) from their portfolio in Q2 2026, for an estimated $16,097,372
- MEDINA VALUE PARTNERS, LLC removed 231,306 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $12,048,729
- PZENA INVESTMENT MANAGEMENT LLC added 196,504 shares (+21.5%) to their portfolio in Q2 2026, for an estimated $10,235,893
- BLACKROCK, INC. added 163,473 shares (+4.4%) to their portfolio in Q2 2026, for an estimated $8,515,308
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.
