PC CONNECTION INC(CNXN)Stock Analysis
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Rank #1,772 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CNXN Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for PC CONNECTION INC (CNXN), a Technology sector company. 13F Pro's AI-powered ranking engine scores CNXN at 47.6/100 on a 32-signal composite quality model, placing it at rank #1,772 of 2,962 stocks — the bottom half of the AI-ranked universe. CNXN scores in the top quartile across balance sheet strength (77.6). Areas of concern include institutional flow (27.2) and free cash flow (29.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), PC CONNECTION INC reports quarterly revenue of $854.0M, net income of $33.2M, an operating margin of 5.0%. Top institutional holders of CNXN by reported 13-F value include BlackRock, DIMENSIONAL FUND ADVISORS, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. CNXN trades on the Nasdaq exchange and files with the SEC under CIK 1050377. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CNXN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PC CONNECTION INC directly from SEC EDGAR. PC CONNECTION INC's 13F Pro composite quality score has ranged between 40 and 56 since 2021, currently 47.6 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$854.0M
Net Income
Q2 2026
$33.2M
Free Cash Flow
Q2 2026
$-65.7M
Operating Margin
Q2 2026
5.0%
ROIC
Q2 2026
18.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+2.5% YoYNet Income
-3.9% YoYOperating Income
+2.3% YoYEPS (Diluted)
-0.6% YoYTotal Assets
+4.0% YoYOp. Cash Flow
-62.4% YoYFree Cash Flow
-65.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.87B +2.5% | $2.80B -1.7% | $2.85B -8.8% | $3.12B +8.0% | $2.89B +11.7% | $2.59B |
| Net Income | $83.7M -3.9% | $87.1M +4.6% | $83.3M -6.7% | $89.2M +27.6% | $69.9M +25.4% | $55.8M |
| Operating Income | $99.3M +2.3% | $97.1M -5.9% | $103.2M -14.4% | $120.6M +24.9% | $96.5M +33.9% | $72.1M |
| EPS (Diluted) | $3.27 -0.6% | $3.29 +4.4% | $3.15 -6.5% | $3.37 +27.2% | $2.65 +25.0% | $2.12 |
| Total Assets | $1.35B +4.0% | $1.30B +9.3% | $1.19B +8.1% | $1.10B +1.5% | $1.08B +6.7% | $1.02B |
| Operating Cash Flow | $65.4M -62.4% | $173.9M -12.2% | $198.0M +467.4% | $34.9M -39.6% | $57.8M +60.0% | $36.1M |
| Free Cash Flow | $58.0M -65.1% | $166.3M -11.7% | $188.4M | — | — | — |
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Top Institutional Holders of CNXN
BlackRock, Inc.
$158.8M2,176,088 shDIMENSIONAL FUND ADVISORS LP
$112.4M1,539,863 shVANGUARD PORTFOLIO MANAGEMENT LLC
$37.1M507,776 shVANGUARD CAPITAL MANAGEMENT LLC
$36.7M502,311 shSTATE STREET CORP
$34.0M465,567 shGEODE CAPITAL MANAGEMENT, LLC
$30.2M414,249 shTWO SIGMA INVESTMENTS, LP
$18.9M259,463 shMORGAN STANLEY
$16.7M228,372 shGOLDMAN SACHS GROUP INC
$16.5M225,846 shNORTHERN TRUST CORP
$15.1M206,600 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $158.8M | 2,176,088 |
| DIMENSIONAL FUND ADVISORS LP | $112.4M | 1,539,863 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37.1M | 507,776 |
| VANGUARD CAPITAL MANAGEMENT LLC | $36.7M | 502,311 |
| STATE STREET CORP | $34.0M | 465,567 |
| GEODE CAPITAL MANAGEMENT, LLC | $30.2M | 414,249 |
| TWO SIGMA INVESTMENTS, LP | $18.9M | 259,463 |
| MORGAN STANLEY | $16.7M | 228,372 |
| GOLDMAN SACHS GROUP INC | $16.5M | 225,846 |
| NORTHERN TRUST CORP | $15.1M | 206,600 |
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Popular Research
Is CNXN a good stock to buy?
13F Pro's AI-powered analysis of PC CONNECTION INC (CNXN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CNXN are available on the CNXN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CNXN is classified as a mid company.
Which hedge funds own CNXN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CNXN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PC CONNECTION INC's investment landscape.