Sei Investments Co. Acquires 7,882 Shares of Insight Enterprises, Inc. $NSIT

Sei Investments Co. raised its holdings in Insight Enterprises, Inc. (NASDAQ:NSIT) by 17.0% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 54,294 shares of the software maker’s stock after buying an additional 7,882 shares during the quarter. Sei Investments Co. owned 0.18% of Insight Enterprises worth $3,638,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of NSIT. Morgan Stanley grew its stake in shares of Insight Enterprises by 15.6% in the fourth quarter. Morgan Stanley now owns 2,681,920 shares of the software maker’s stock worth $218,496,000 after acquiring an additional 362,258 shares during the last quarter. State Street Corp raised its stake in Insight Enterprises by 3.2% during the 4th quarter. State Street Corp now owns 1,183,203 shares of the software maker’s stock valued at $96,396,000 after purchasing an additional 36,566 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in Insight Enterprises by 11.7% during the 4th quarter. Dimensional Fund Advisors LP now owns 906,400 shares of the software maker’s stock valued at $73,847,000 after purchasing an additional 94,877 shares during the last quarter. Paradigm Capital Management Inc. NY boosted its holdings in Insight Enterprises by 35.9% in the 4th quarter. Paradigm Capital Management Inc. NY now owns 810,764 shares of the software maker’s stock valued at $66,053,000 after purchasing an additional 214,064 shares during the period. Finally, Geode Capital Management LLC grew its position in Insight Enterprises by 1.2% in the 4th quarter. Geode Capital Management LLC now owns 741,948 shares of the software maker’s stock worth $60,457,000 after purchasing an additional 8,919 shares during the last quarter.

Insight Enterprises News Summary

Here are the key news stories impacting Insight Enterprises this week:

• Positive Sentiment: Second-quarter revenue rose 15% year over year to $2.40 billion, exceeding the $2.18 billion consensus estimate. Gross profit increased 18% to $521.6 million, while gross margin expanded 60 basis points to 21.7%. Insight Enterprises Q2 net sales rise 15% as earnings jump 65%
• Positive Sentiment: Adjusted diluted EPS was $3.86, versus the $2.93-$2.95 analyst consensus and $2.45 a year earlier. Consolidated net earnings rose 65% to $77.6 million, reinforcing the earnings upside. Insight Enterprises Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised its 2026 adjusted EPS outlook to $12.20-$12.70 from the prior guidance, above the roughly $11.30 analyst consensus, and increased its gross-profit growth outlook to 8%-10%. Insight outlines 2026 adjusted EPS guidance
• Positive Sentiment: Growth was geographically broad: North American sales increased 15% to $1.9 billion, EMEA sales rose 8% to $375.2 million and APAC sales surged 46% to $85.6 million. Insight Enterprises Q2 Earnings Snapshot
• Neutral Sentiment: After the rally, NSIT is trading near its 52-week high, with a trailing P/E near 26. Investors may therefore expect continued execution to justify the higher valuation. Insider activity was mixed, with a recent CFO purchase and general counsel sale.

Insiders Place Their Bets

In related news, CFO James A. Morgado acquired 2,290 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were bought at an average cost of $87.25 per share, with a total value of $199,802.50. Following the completion of the acquisition, the chief financial officer owned 17,246 shares of the company’s stock, valued at $1,504,713.50. This trade represents a 15.31% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 1.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on NSIT. Zacks Research upgraded shares of Insight Enterprises from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Weiss Ratings raised Insight Enterprises from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday. Canaccord Genuity Group set a $75.00 price target on Insight Enterprises in a research note on Friday, May 8th. Wall Street Zen cut Insight Enterprises from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 2nd. Finally, Needham & Company LLC upgraded Insight Enterprises to an “overweight” rating in a research report on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $118.75.

Insight Enterprises Price Performance

NASDAQ:NSIT opened at $149.17 on Friday. The company has a 50-day moving average of $117.37 and a 200-day moving average of $93.55. The company has a market capitalization of $4.50 billion, a price-to-earnings ratio of 26.08, a PEG ratio of 1.29 and a beta of 1.07. Insight Enterprises, Inc. has a 52 week low of $63.62 and a 52 week high of $153.91. The company has a debt-to-equity ratio of 0.92, a quick ratio of 1.17 and a current ratio of 1.22.

Insight Enterprises (NASDAQ:NSIT) last posted its earnings results on Thursday, August 6th. The software maker reported $3.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.93 by $0.93. Insight Enterprises had a net margin of 2.17% and a return on equity of 20.89%. The business had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.18 billion. During the same quarter in the previous year, the firm posted $2.45 earnings per share. The firm’s revenue for the quarter was up 14.7% on a year-over-year basis. Insight Enterprises has set its FY 2026 guidance at 12.200-12.700 EPS. As a group, equities research analysts anticipate that Insight Enterprises, Inc. will post 10.89 earnings per share for the current fiscal year.

Insight Enterprises Profile

Insight Enterprises, Inc is a global technology provider headquartered in Tempe, Arizona. Founded in 1988, the company specializes in helping organizations harness the power of digital transformation by offering a comprehensive portfolio of IT hardware, software, cloud and licensing management solutions. Insight’s expertise spans across the full technology lifecycle, from initial strategy and consulting to implementation, integration and ongoing managed services.

At the core of Insight’s business are its consulting and professional services, which guide clients through complex technology environments and ensure optimal deployment of solutions.