What is Sidoti Csr’s Forecast for PC Connection Q1 Earnings?

PC Connection, Inc. (NASDAQ:CNXN) – Research analysts at Sidoti Csr decreased their Q1 2026 EPS estimates for shares of PC Connection in a research note issued on Thursday, February 5th. Sidoti Csr analyst A. Lebiedzinski now anticipates that the company will earn $0.63 per share for the quarter, down from their previous estimate of $0.64. The consensus estimate for PC Connection’s current full-year earnings is $3.33 per share. Sidoti Csr also issued estimates for PC Connection’s Q4 2026 earnings at $1.05 EPS, FY2026 earnings at $3.84 EPS, Q1 2027 earnings at $0.72 EPS, Q2 2027 earnings at $1.27 EPS, Q3 2027 earnings at $1.18 EPS, Q4 2027 earnings at $1.21 EPS and FY2027 earnings at $4.38 EPS.

CNXN has been the topic of several other research reports. Zacks Research raised PC Connection from a “strong sell” rating to a “hold” rating in a research note on Monday, December 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of PC Connection in a research note on Monday, December 29th. Two research analysts have rated the stock with a Hold rating, According to data from MarketBeat, the stock has an average rating of “Hold”.

PC Connection Stock Up 9.1%

CNXN opened at $65.65 on Friday. PC Connection has a 52 week low of $54.97 and a 52 week high of $71.17. The business has a fifty day simple moving average of $58.85 and a 200-day simple moving average of $60.65. The firm has a market cap of $1.66 billion, a P/E ratio of 20.08, a P/E/G ratio of 1.58 and a beta of 0.83.

PC Connection (NASDAQ:CNXN) last posted its earnings results on Wednesday, February 4th. The company reported $0.91 earnings per share for the quarter, beating the consensus estimate of $0.86 by $0.05. PC Connection had a net margin of 2.91% and a return on equity of 9.93%. The firm had revenue of $702.94 million during the quarter, compared to the consensus estimate of $735.49 million.

Institutional Investors Weigh In On PC Connection

Hedge funds have recently bought and sold shares of the stock. Brown Advisory Inc. grew its position in shares of PC Connection by 65.3% during the second quarter. Brown Advisory Inc. now owns 220,821 shares of the company’s stock worth $14,526,000 after buying an additional 87,224 shares in the last quarter. Qube Research & Technologies Ltd lifted its stake in PC Connection by 71.3% in the third quarter. Qube Research & Technologies Ltd now owns 165,573 shares of the company’s stock worth $10,264,000 after acquiring an additional 68,906 shares during the last quarter. UBS Group AG lifted its stake in PC Connection by 189.9% in the fourth quarter. UBS Group AG now owns 89,814 shares of the company’s stock worth $5,188,000 after acquiring an additional 58,831 shares during the last quarter. Millennium Management LLC grew its holdings in PC Connection by 98.8% during the 1st quarter. Millennium Management LLC now owns 115,237 shares of the company’s stock worth $7,193,000 after acquiring an additional 57,257 shares in the last quarter. Finally, Engineers Gate Manager LP purchased a new stake in shares of PC Connection in the 2nd quarter valued at approximately $2,585,000. Institutional investors and hedge funds own 42.85% of the company’s stock.

PC Connection Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Tuesday, February 17th will be paid a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, February 17th. This is a positive change from PC Connection’s previous quarterly dividend of $0.15. PC Connection’s payout ratio is presently 18.58%.

PC Connection News Roundup

Here are the key news stories impacting PC Connection this week:

• Positive Sentiment: Quarterly dividend raised 33.3% to $0.20/share (annualized yield ~1.2%); record date Feb 17, payable Mar 6 — signals management confidence and returns cash to shareholders.
• Positive Sentiment: EPS beat: reported $0.91 vs. consensus $0.86, topping estimates and showing EPS momentum versus prior-year $0.78. Zacks: Q4 EPS Beat
• Positive Sentiment: Management is targeting 200 basis points of market outperformance in 2026 by expanding AI-enabled solutions — a strategic growth thesis that could lift margins and address higher-value enterprise demand. Seeking Alpha: AI-enabled strategy
• Neutral Sentiment: Earnings call transcripts and analyst takeaways are available for deeper color on margin drivers, supply chain, and how AI investments will be funded — useful for judging sustainability of the beat. MSN: Q4 Earnings Call Transcript Seeking Alpha: Transcript
• Neutral Sentiment: Press release and snapshot of results provide the official figures and management commentary for modeling FY2026 estimates. Yahoo Finance: Press Release
• Negative Sentiment: Revenue missed expectations: $702.94M reported vs. consensus ~$735.5M — the top-line shortfall raises questions about order flow and could pressure near-term growth forecasts. MarketBeat: Revenue Miss & Details

PC Connection Company Profile

PC Connection, Inc (NASDAQ: CNXN), now operating under the trade name Connection, is a value-added provider of information technology solutions founded in 1982 and headquartered in Merrimack, New Hampshire. The company offers a broad portfolio of hardware and software products sourced from leading technology vendors, alongside professional services designed to help organizations design, deploy and maintain IT environments.

Connection’s product offerings encompass desktop and notebook computers, servers and storage systems, networking and cybersecurity solutions, as well as cloud and virtualization technologies.