TD SYNNEX Corporation (SNX) — Q4 2025 Results
Revenue rose 9.69% year-over-year to $17.4 billion, surpassing the consensus estimate of $17.1 billion. Gross profit improved to $1.19 billion (up 14.78% year-over-year), while operating profit increased to $398.7 million (up 22.74%). Net income attributable to common shareholders was $248.4 million (up 27.52%), and diluted earnings per share came in at 3.04 (up 33.33% year-over-year) versus an EPS estimate of 3.7663.
Operating cash flow showed a pronounced improvement, supporting the company’s liquidity position. Capital spending declined versus the prior year, with purchases of property, plant and equipment of $38.3 million (down 21.95% year-over-year).
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
TD SYNNEX Corporation Insider Trading Activity
TD SYNNEX Corporation insiders have traded $SNX stock on the open market 52 times in the past 6 months. Of those trades, 0 have been purchases and 52 have been sales.
Here’s a breakdown of recent trading of $SNX stock by insiders over the last 6 months:
- DENNIS POLK (Hyve Solutions Executive) has made 0 purchases and 23 sales selling 35,353 shares for an estimated $5,443,622.
- RICHARD T HUME has made 0 purchases and 13 sales selling 20,000 shares for an estimated $3,077,978.
- ALIM DHANJI (Chief Human Resources Officer) has made 0 purchases and 7 sales selling 3,019 shares for an estimated $451,331.
- MARSHALL WITT (Chief Financial Officer) has made 0 purchases and 3 sales selling 2,584 shares for an estimated $382,197.
- MIRIAM ANNE MURPHY (President, Europe) has made 0 purchases and 2 sales selling 1,673 shares for an estimated $261,810.
- ANN F VEZINA sold 812 shares for an estimated $122,141
- REYNA THOMPSON (President, North America) sold 521 shares for an estimated $81,265
- MERLINE SAINTIL has made 0 purchases and 2 sales selling 504 shares for an estimated $78,113.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TD SYNNEX Corporation Hedge Fund Activity
We have seen 244 institutional investors add shares of TD SYNNEX Corporation stock to their portfolio, and 201 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 1,800,437 shares (-21.7%) from their portfolio in Q3 2025, for an estimated $294,821,558
- NINETY ONE UK LTD removed 979,248 shares (-33.2%) from their portfolio in Q3 2025, for an estimated $160,351,860
- THRIVENT FINANCIAL FOR LUTHERANS added 961,696 shares (+3094.0%) to their portfolio in Q3 2025, for an estimated $157,477,720
- ALYESKA INVESTMENT GROUP, L.P. added 828,280 shares (+inf%) to their portfolio in Q3 2025, for an estimated $135,630,850
- BRAVE WARRIOR ADVISORS, LLC removed 493,258 shares (-13.1%) from their portfolio in Q3 2025, for an estimated $80,770,997
- VICTORY CAPITAL MANAGEMENT INC added 402,573 shares (+123.6%) to their portfolio in Q3 2025, for an estimated $65,921,328
- MARSHALL WACE, LLP added 396,766 shares (+6626.0%) to their portfolio in Q3 2025, for an estimated $64,970,432
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TD SYNNEX Corporation Analyst Ratings
Wall Street analysts have issued reports on $SNX in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barrington Research issued a "Outperform" rating on 09/29/2025
- UBS issued a "Buy" rating on 09/29/2025
- B of A Securities issued a "Buy" rating on 09/26/2025
- RBC Capital issued a "Outperform" rating on 09/26/2025
- Morgan Stanley issued a "Overweight" rating on 09/26/2025
To track analyst ratings and price targets for TD SYNNEX Corporation, check out Quiver Quantitative's $SNX forecast page.
TD SYNNEX Corporation Price Targets
Multiple analysts have issued price targets for $SNX recently. We have seen 8 analysts offer price targets for $SNX in the last 6 months, with a median target of $178.5.
Here are some recent targets:
- Erik Woodring from Morgan Stanley set a target price of $177.0 on 12/17/2025
- David Vogt from UBS set a target price of $187.0 on 09/29/2025
- Vincent Colicchio from Barrington Research set a target price of $182.0 on 09/29/2025
- Tim Long from Barclays set a target price of $164.0 on 09/26/2025
- Ruplu Bhattacharya from B of A Securities set a target price of $180.0 on 09/26/2025
- Ashish Sabadra from RBC Capital set a target price of $180.0 on 09/26/2025
- Michael Ng from Goldman Sachs set a target price of $164.0 on 09/26/2025
