Why Insight Enterprises (NSIT) Stock Is Down Today

Insight Enterprises (NSIT) is down 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is that investors are taking profits after a strong run fueled by a solid second-quarter earnings beat, raised full-year guidance, and a series of AI-related product and partnership announcements. There does not appear to be a fresh negative filing or company announcement tied directly to today’s decline, so this looks more like a pullback than a reaction to clearly bad news.

Details:

In its August 6 earnings release, the company posted double-digit sales growth, higher gross profit, sharply higher earnings, and raised its full-year outlook.

Recent company announcements have stayed constructive, including a September 15 launch expanding its Agent Store for AI solutions into Canada and earlier recognition from major technology partners.

Wall Street targets were lifted after the summer earnings report, but published targets still suggest the shares had already moved close to consensus fair-value territory.

No obvious new SEC filing or company disclosure surfaced around today that would clearly explain a fundamental deterioration in the business.

Sources:

SEC, Insight Enterprises, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$NSIT Insider Trading Activity

$NSIT insiders have traded $NSIT stock on the open market 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $NSIT stock by insiders over the last 6 months:

ANTHONY IBARGUEN sold 4,000 shares for an estimated $619,333
JAMES A. MORGADO (Chief Financial Officer) purchased 2,290 shares for an estimated $199,813
KARIM ADATIA (General Counsel) has made 0 purchases and 2 sales selling 807 shares for an estimated $99,071.

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 177 institutional investors add shares of $NSIT stock to their portfolio, and 191 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC removed 1,750,667 shares (-65.1%) from their portfolio in Q2 2026, for an estimated $213,231,240
VALUEACT HOLDINGS, L.P. removed 1,216,592 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $81,523,829
ANALOG CENTURY MANAGEMENT LP added 771,966 shares (+inf%) to their portfolio in Q2 2026, for an estimated $94,025,458
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added 388,795 shares (+inf%) to their portfolio in Q2 2026, for an estimated $47,355,231
NORGES BANK removed 382,227 shares (-86.0%) from their portfolio in Q2 2026, for an estimated $46,555,248
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 382,073 shares (+854.1%) to their portfolio in Q2 2026, for an estimated $46,536,491
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 381,778 shares (+inf%) to their portfolio in Q2 2026, for an estimated $46,500,560

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.

$NSIT Government Contracts

We have seen $14,952,758 of award payments to $NSIT over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

LEVEL 1 CALL CENTER SUPPORT SERVICES: $3,848,444
GSA OASIS TASK ORDER FOR LOGISTICAL SUPPORT SERVICES. CONTRACTOR TO PROVIDE ENGINEERING AND LOGISTICAL SUPP...: $2,528,829
STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS) LEVEL II APPLICATION SERVICES: $2,146,715
THE PURPOSE OF THIS TASK ORDER IS TO CONTINUE PROVIDING CUSTOMER SERVICE SUPPORT FOR THE NATIONAL MARITIME ...: $1,782,249
TASK ORDER UNDER GSA ONE ACQUISITION SOLUTION FOR INTEGRATED SERVICES (OASIS)FOR AVAILABILITY PROJECT MANAG...: $1,417,216

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.