Insight Enterprises, Inc. $NSIT Shares Purchased by First Trust Advisors LP

First Trust Advisors LP raised its stake in Insight Enterprises, Inc. (NASDAQ:NSIT) by 362.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 43,239 shares of the software maker’s stock after purchasing an additional 33,884 shares during the quarter. First Trust Advisors LP owned about 0.14% of Insight Enterprises worth $2,897,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. CWM LLC raised its position in shares of Insight Enterprises by 39.2% in the 4th quarter. CWM LLC now owns 529 shares of the software maker’s stock worth $43,000 after buying an additional 149 shares during the period. Torren Management LLC purchased a new position in shares of Insight Enterprises in the 4th quarter worth about $44,000. Caitong International Asset Management Co. Ltd raised its holdings in shares of Insight Enterprises by 172.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 582 shares of the software maker’s stock worth $47,000 after purchasing an additional 368 shares during the period. Annis Gardner Whiting Capital Advisors LLC lifted its stake in shares of Insight Enterprises by 40.3% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 592 shares of the software maker’s stock valued at $48,000 after purchasing an additional 170 shares in the last quarter. Finally, Hantz Financial Services Inc. lifted its stake in shares of Insight Enterprises by 467.1% in the 4th quarter. Hantz Financial Services Inc. now owns 811 shares of the software maker’s stock valued at $66,000 after purchasing an additional 668 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on NSIT. Raymond James Financial reissued an “outperform” rating and set a $175.00 target price on shares of Insight Enterprises in a research report on Thursday. Wall Street Zen downgraded shares of Insight Enterprises from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 2nd. Weiss Ratings raised shares of Insight Enterprises from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday. 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 report on Wednesday, May 27th. Finally, Needham & Company LLC raised shares of Insight Enterprises to an “overweight” rating in a research report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $118.75.

Insider Transactions at Insight Enterprises

In related news, CFO James A. Morgado acquired 2,290 shares of Insight Enterprises stock in a transaction on Monday, May 11th. The shares were purchased at an average cost of $87.25 per share, for a total transaction of $199,802.50. Following the purchase, the chief financial officer directly owned 17,246 shares of the company’s stock, valued at $1,504,713.50. The trade was a 15.31% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.21% of the stock is owned by corporate insiders.

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.

Insight Enterprises Stock Up 6.3%

Shares of Insight Enterprises stock opened at $149.17 on Friday. The business has a 50-day moving average of $117.37 and a 200-day moving average of $93.55. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.22 and a quick ratio of 1.17. The company has a market capitalization of $4.50 billion, a PE ratio of 26.08, a P/E/G ratio of 1.29 and a beta of 1.07. Insight Enterprises, Inc. has a 1-year low of $63.62 and a 1-year high of $153.91.

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