Sei Investments Co. Has $3.64 Million Stock Holdings in Insight Enterprises, Inc. $NSIT

Sei Investments Co. lifted its position in Insight Enterprises, Inc. (NASDAQ:NSIT) by 17.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 54,294 shares of the software maker’s stock after purchasing an additional 7,882 shares during the quarter. Sei Investments Co.’s holdings in Insight Enterprises were worth $3,638,000 at the end of the most recent reporting period.

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

Insight Enterprises Stock Performance

Shares of NASDAQ:NSIT opened at $149.17 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.17 and a debt-to-equity ratio of 0.92. Insight Enterprises, Inc. has a 1-year low of $63.62 and a 1-year high of $153.91. The stock has a market capitalization of $4.50 billion, a P/E ratio of 26.08, a P/E/G ratio of 1.29 and a beta of 1.07. The business has a 50-day moving average price of $117.37 and a two-hundred day moving average price of $93.55.

Insight Enterprises (NASDAQ:NSIT) last issued its earnings results on Thursday, August 6th. The software maker reported $3.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.93 by $0.93. Insight Enterprises had a net margin of 2.17% and a return on equity of 20.89%. The company had revenue of $2.40 billion for the quarter, compared to analyst estimates of $2.18 billion. During the same quarter last year, the firm earned $2.45 EPS. The company’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. Equities analysts predict that Insight Enterprises, Inc. will post 10.89 earnings per share for the current year.

Insider Transactions at Insight Enterprises

In other Insight Enterprises news, CFO James A. Morgado bought 2,290 shares of the stock in a transaction on Monday, May 11th. The stock was purchased at an average price of $87.25 per share, with a total value of $199,802.50. Following the acquisition, the chief financial officer owned 17,246 shares of the company’s stock, valued at approximately $1,504,713.50. The trade was a 15.31% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 1.21% of the company’s stock.

Key Headlines Impacting Insight Enterprises

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.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Raymond James Financial reaffirmed an “outperform” rating and issued a $175.00 price target on shares of Insight Enterprises in a report on Thursday. Weiss Ratings raised shares of Insight Enterprises from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday. Wall Street Zen cut shares of Insight Enterprises from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 2nd. Canaccord Genuity Group set a $75.00 target price on shares of Insight Enterprises in a research note on Friday, May 8th. Finally, JPMorgan Chase & Co. upgraded shares of Insight Enterprises from an “underweight” rating to a “neutral” rating and set a $105.00 target price on the stock in a research report on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $118.75.

Insight Enterprises Company 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.