Insight Enterprises (NSIT)
Integrates hardware, software, cloud, and managed services across client technology environments.
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Pairs hardware and software resale with consulting, implementation, and managed services across cloud, cybersecurity, data and AI, workplace, and applications. North America supplies most sales, while services and cloud contribute most gross profit.
Combines technology resale with consulting, implementation, and managed services, designing, procuring, deploying, and operating IT environments for business and public-sector clients. Its named solution areas are hybrid multicloud, cybersecurity, data and AI, digital workplace and devices, and intelligent applications. Hardware and software still produce most sales, while services and cloud contribute most gross profit.
Operates through North America, EMEA, and APAC, with North America supplying most sales. Broad vendor relationships let delivery teams assemble products and services across client environments rather than sell a single proprietary platform. Results depend on enterprise technology spending and continued access to partner products, incentives, and distribution; Microsoft is the one sourcing partner the filing identifies as a distinct dependency.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Barrington | Target | Target: $120 | Target: $180 |
| Aug 6, 2026 | Raymond James | Reiterate | Rating: —Target: $100 | Target: $175 |
| May 27, 2026 | JP Morgan | Upgrade | ||
| May 8, 2026 | Canaccord Genuity | Target | Target: $90 | Target: $75 |
| May 7, 2026 | Raymond James | Target | Target: — | Target: $100 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $363.5M · Total debt $1.74B · Total assets $11.39B · Shareholders' equity $1.61B
- Revenue
- $2.40B
- Operating income
- $131.0M
- Net income
- $77.6M
No dividends on record.
| Institutions | 105.46% | 30.95M shares | |
|---|---|---|---|
| 334 holders · as of Jun 30, 2026 | |||
| Insiders | 2.09% | 614.0K shares | |
| 20 holders · as of Sep 1, 2026 | |||
| Adds to | 107.55% | ||
29.35M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 107.55%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.43% | 4.82M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 9.66% | 2.84M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.75% | 2.57M | as of Jun 30, 2026 |
Fiduciary Management Inc /WI/Institution | 7.49% | 2.20M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.63% | 1.36M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2026 | Karim Adatia | officer: General Counsel | −248 | $157.40 |
| Aug 13, 2026 | Anthony Ibarguen | director | −4,000 | $154.83 |
| May 29, 2026 | Karim Adatia | officer: General Counsel | −559 | $107.40 |
| May 11, 2026 | James A. Morgado | officer: Chief Financial Officer | +2,290 | $87.26 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Insight Enterprises | $158.13 | +0.91% | $4.73B | 22.9 | 12.5 | 0.6 | +14.7% |
| CDW | $148.58 | +1.48% | $18.70B | 17.6 | 13.1 | 0.8 | +10.0% |
| Accenture | $184.86 | −0.67% | $113.89B | 14.9 | 12.9 | 1.6 | +5.6% |
| ePlus | $92.69 | +0.48% | $2.41B | 19.3 | 16.8 | 1.0 | +1.9% |
| Dell Technologies | $547.91 | −4.76% | $382.08B | 33.4 | 19.4 | 2.5 | +57.8% |
| Connection | $88.54 | +3.07% | $2.17B | 22.7 | 20.4 | 0.7 | +12.4% |
| Kyndryl | $12.13 | −0.61% | $2.69B | 8.3 | 4.9 | 0.1 | −3.3% |
| CCC Intelligent Solutions | $6.64 | +2.08% | $3.83B | 98.8 | 13.5 | 3.4 | +9.8% |
| Median | 19.3 | 13.5 | 1.0 | +9.8% |