SCSC
SCANSOURCE, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B Feb 11 1 insider buy $211.2K at $35.21
- S Mar 13 to Mar 16 2 days of insider sells: $894.5K by 1 insider, avg $35.78
- R Aug 20 ScanSource reported strong Q4 FY2026 results with net sales of $953.…
- R Sep 2 ScanSource completed its $220.5M all-cash acquisition of MicroAge on…
- S Sep 3 to Sep 11 4 days of insider sells: $5.5M by 4 insiders, avg $57.35
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $211.2K at an average $35.21. 4 insiders sold $6.4M. Price is 77% above their cost.
- InstitutionsBULLISH
Q2 2026: 17 added (1 new), 10 trimmed or exited. Largest new: Nomura Holdings $19.7M.
- AnalystsBEARISH
0 of 8 rate it Buy or better. Median target $64.50 (+4%).
- Short sellersSTEADY
Short interest −1.7% to 1.02M shares. 4.1 days to cover, ≈5.1% of shares.
- TrendUPTREND
7% above its 50-day average. New closing high $62.28 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| NOMURA HOLDINGS INC | NEW | $19.7M |
| FMR LLC | ADD | $8.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $6.6M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | TRIM | $6.4M |
| Creative Planning | ADD | $5.4M |
| D. E. Shaw & Co., Inc. | DOUBLED | $3.8M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | $3.7M |
| ROYCE & ASSOCIATES LP | ADD | $2.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is inside the target range. Median implies +4%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | Barclays MAINTAIN | Equal-Weight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 11, 2026 | Mathis Charles Alexander Director | SELL | $174.0K |
| Sep 11, 2026 | BAUR MICHAEL L CEO, President, BOD Chair | SELL | $104.6K |
| Sep 11, 2026 | BAUR MICHAEL L CEO, President, BOD Chair | EXERCISE | $2.1M |
| Sep 11, 2026 | BAUR MICHAEL L CEO, President, BOD Chair | SELL | $386.2K |
| Sep 11, 2026 | BAUR MICHAEL L CEO, President, BOD Chair | SELL | $2.8M |
| Sep 10, 2026 | BAUR MICHAEL L CEO, President, BOD Chair | EXERCISE | $739.3K |
| Sep 10, 2026 | BAUR MICHAEL L CEO, President, BOD Chair | SELL | $1.0M |
| Sep 10, 2026 | BAUR MICHAEL L CEO, President, BOD Chair | SELL | $108.4K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 1 bullish · 1 bearish · 1 mixed · 5 neutral- NEUTRAL SC 13G/AOct 20, 2026
Pzena Investment Management LLC filed an amended Schedule 13G disclosing a 4.7% passive stake in…
Monitor ScanSource's upcoming quarterly earnings for any operational updates; the passive stake reduction suggests Pzena is not accumulating aggressively, but the position remains meaningful at 4.7%.
- NEUTRAL SC 13G/AOct 9, 2026
Wasatch Advisors LP filed an amended Schedule 13G disclosing a 4.2% passive stake in ScanSource…
Wasatch is a fundamental long-only manager — this is a conviction build, not a trading position. Monitor for any subsequent 13D conversion or further accumulation in future quarters. No immediate…
- BEARISH CLUSTERSep 14, 2026
A cluster of insider selling at ScanSource, led by CEO Michael Baur and joined by the CFO and CAO…
The coordinated selling by the CEO, CFO, and CAO within a short window is a bearish signal, though the dollar amounts are not alarming relative to market cap. Monitor for any upcoming earnings…
- NEUTRAL CLUSTERSep 4, 2026
Two senior executives at ScanSource (CFO and CAO) sold a combined $795K in open-market sales over…
The insider sales are routine and immaterial relative to market cap. The equity grant cycle on Sep 1 is standard annual compensation. No bearish signal here — monitor the next quarterly filing for…
All SCSC filing & press-release reports (8)
- SC 13G/A reportOct 20, 2026
- SC 13G/A reportOct 9, 2026
- CLUSTER reportSep 14, 2026
- CLUSTER reportSep 4, 2026
- 8-K reportSep 2, 2026
- 8-K reportAug 20, 2026
- 8-K reportAug 17, 2026
- 8-K reportMay 29, 2026