ePlus (PLUS)
Resells and integrates enterprise cloud, security, networking, data center, and AI systems.
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Resells third-party IT hardware, software, maintenance, and subscriptions, supplemented by professional and managed services for AI, cloud, data centers, security, networking, and collaboration. Product sales dominate, with material dependence on key vendors, distributors, and a large telecommunications customer.
Operations now consist of the Product, Professional Services, and Managed Services segments following the sale of the domestic financing business. Product resells third-party hardware, software, maintenance, and subscriptions. The services businesses design, deploy, configure, and operate multi-vendor environments spanning AI, cloud, data centers, security, networking, and collaboration; hosted procurement tools also connect customers with public-cloud marketplaces.
Serves mainly U.S. middle-market and large enterprises plus state, local, and education institutions, with smaller operations in the UK, European Union, India, and Singapore. Vendor certifications, configuration centers, and lifecycle support enable integrated deployments and recurring infrastructure, cloud, and security operations. A large telecommunications customer and a small group of vendors and distributors create material concentration, while technology vendors can also sell directly to end customers.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $448.9M · Total debt $0 · Total assets $1.87B · Shareholders' equity $1.07B
- Revenue
- $649.1M
- Operating income
- $38.8M
- Net income
- $30.3M
HistoryDividendAnnual yield
| Institutions | 97.93% | 25.55M shares | |
|---|---|---|---|
| 292 holders · as of Jun 30, 2026 | |||
| Insiders | 2.12% | 553.2K shares | |
| 13 holders · as of Sep 18, 2026 | |||
| Adds to | 100.05% | ||
26.09M 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 100.05%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.56% | 4.06M | as of Jun 30, 2026 |
River Road Asset Management, LLCInstitution | 6.06% | 1.58M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.24% | 1.37M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.45% | 1.16M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.38% | 1.14M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Darren S. Raiguel | officer: CHIEF OPERATING OFFICER | −139 | $93.38 |
| Sep 15, 2026 | Darren S. Raiguel | officer: CHIEF OPERATING OFFICER | −470 | $93.11 |
| Sep 14, 2026 | Darren S. Raiguel | officer: CHIEF OPERATING OFFICER | −384 | $93.18 |
| Aug 14, 2026 | John E. Callies | director | −500 | $88.09 |
| Aug 10, 2026 | Darren S. Raiguel | officer: CHIEF OPERATING OFFICER | −1,000 | $90.83 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ePlus | $92.61 | +0.39% | $2.41B | 19.3 | 16.8 | 1.0 | +1.9% |
| CDW | $147.75 | +0.91% | $18.70B | 17.6 | 13.0 | 0.8 | +10.0% |
| Insight Enterprises | $157.45 | +0.48% | $4.73B | 22.9 | 12.5 | 0.6 | +14.7% |
| Connection | $88.26 | +2.75% | $2.17B | 22.7 | 20.4 | 0.7 | +12.4% |
| CCC Intelligent Solutions | $6.55 | +0.75% | $3.83B | 98.8 | 13.3 | 3.4 | +9.8% |
| TD SYNNEX | $282.34 | +0.98% | $22.36B | 20.0 | 14.1 | 0.3 | +31.0% |
| ScanSource | $58.56 | +2.21% | $1.16B | 15.7 | 12.1 | 0.4 | +17.3% |
| Median | 21.4 | 13.2 | 0.6 | +13.6% |