Connection (CNXN)
Supplies IT products, integration, and managed services to business and public-sector customers.
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Sells hardware, software, cloud-linked infrastructure, and services through account-managed channels. Revenue is concentrated in the US, with customer coverage split across enterprise, small-business, and public-sector segments.
Provides IT procurement, configuration, integration, deployment, support, professional services, and managed services for commercial and public-sector customers. Product lines span notebooks, desktops, software, accessories, servers, storage, networking, and related services sourced from manufacturers, distributors, and other suppliers.
Revenue is concentrated in the US. The three segment brands, Connection Enterprise Solutions, Connection Business Solutions, and Connection Public Sector Solutions, map the customer base across large enterprises, smaller businesses, government, and education.
Execution depends on account-managed selling, technical service capability, and integration and distribution infrastructure. The business also depends on major supplier and manufacturer relationships, while some manufacturers sell directly to end users.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $340.7M · Total debt $7.5M · Total assets $1.43B · Shareholders' equity $952.7M
- Revenue
- $854.0M
- Operating income
- $44.6M
- Net income
- $33.2M
HistoryDividendAnnual yield
| Institutions | 42.10% | 10.63M shares | |
|---|---|---|---|
| 195 holders · as of Jun 30, 2026 | |||
| Insiders | 55.89% | 14.11M shares | |
| 8 holders · as of Sep 16, 2026 | |||
| Other | 2.01% | 505.8K shares | |
| remainder | |||
25.24M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Patricia Gallup1Insiderdirector, 10 percent owner, officer: Chairman & Chief Admin Officer | 54.12% | 13.78M | filed Sep 16, 2026 |
BlackRock, Inc.Institution | 8.62% | 2.18M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.10% | 1.54M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 2.01% | 507,776 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 1.99% | 502,311 | as of Jun 30, 2026 |
- Patricia Gallup's transaction reports restate only vehicles that traded; the 2025 ownership statement (13.78M) less the 121.0K net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $85.18 |
| Sep 14, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $85.42 |
| Sep 2, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $80.58 |
| Sep 1, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $78.96 |
| Aug 18, 2026 | Patricia Gallup | director, 10 percent owner, officer: Chairman & Chief Admin Officer | −7,142 | $78.57 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Connection | $87.55 | +1.92% | $2.17B | 22.7 | 20.2 | 0.7 | +12.4% |
| CDW | $145.75 | −0.45% | $18.70B | 17.6 | 12.8 | 0.8 | +10.0% |
| Insight Enterprises | $155.07 | −1.04% | $4.73B | 22.9 | 12.3 | 0.6 | +14.7% |
| ePlus | $91.84 | −0.45% | $2.41B | 19.3 | 16.7 | 1.0 | +1.9% |
| TD SYNNEX | $280.30 | +0.25% | $22.36B | 20.0 | 14.0 | 0.3 | +31.0% |
| Dell Technologies | $561.27 | −2.44% | $382.08B | 33.4 | 19.9 | 2.5 | +57.8% |
| HP | $32.38 | −1.73% | $30.13B | 12.6 | 10.8 | 0.5 | +12.5% |
| Median | 19.7 | 13.4 | 0.7 | +13.6% |