TD SYNNEX Corporation

NYSE:SNX 株式レポート

時価総額:US$18.5b

TD SYNNEX 配当と自社株買い

配当金 基準チェック /36

TD SYNNEX配当を支払う会社であり、現在の利回りは0.84%で、収益によって十分にカバーされています。

主要情報

0.8%

配当利回り

3.0%

バイバック利回り

総株主利回り3.9%
将来の配当利回り1.0%
配当成長7.6%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向15%

最近の配当と自社株買いの更新

Recent updates

新しいナラティブ May 08

AI Data Center Demand And Digital Capabilities Will Support Stronger Long Term Prospects

Catalysts About TD SYNNEX TD SYNNEX is a global IT distributor and services provider with operations spanning distribution and Hyve data center solutions. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 May 07

SNX: Future Returns Will Reflect AI Partnerships And Execution On Capital Allocation

The analyst price target for TD SYNNEX has shifted from $200.55 to $227.82, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following a series of recent target increases across major firms. Analyst Commentary Recent research reports show a clear cluster of price target increases on TD SYNNEX, with multiple firms revisiting their models and adjusting fair value assumptions.
新しいナラティブ Apr 24

AI Data Center Dependence Will Weaken Margins As Hyperscale Demand Normalizes

Catalysts About TD SYNNEX TD SYNNEX distributes technology products and services and provides design, manufacturing and supply chain solutions for large cloud and data center customers. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 19

SNX: Future Returns Will Reflect AI Infrastructure Adoption And Execution Risks

Narrative Update Overview The analyst price target for TD SYNNEX has moved higher from about $195.09 to about $200.55, reflecting updated views from multiple firms that reference adjusted revenue growth assumptions, a slightly lower discount rate, modestly revised profit margin expectations and a higher future P/E. Analyst Commentary Recent Street research on TD SYNNEX is clustered around higher price targets, with several large firms, including JPMorgan and Goldman Sachs, revisiting their assumptions on growth, profitability and the appropriate P/E multiple.
Seeking Alpha Apr 02

TD Synnex: I See More Upside As Hyve Continues To Deliver

Summary TD SYNNEX Corporation remains a resilient tech distributor, showing strong Q1 2026 results with 18% YoY revenue growth and 69% YoY non-GAAP EPS growth. Hyve's 95% YoY gross billings growth, driven by hyperscaler AI demand, adds strategic upside but exposes SNX to customer concentration risk. Distribution margins improved to 2.0%, aided by timely inventory management and higher average selling prices amid memory component shortages. SNX trades below sector valuation norms; balance sheet strength and dividend growth offer downside support despite modest long-term growth projections. Read the full article on Seeking Alpha
ナラティブの更新 Apr 02

SNX: Future Returns Will Reflect Hyve Execution And Hardware Demand Risks

Analysts have lifted the TD SYNNEX fair value estimate from about $180 to about $195, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. These changes follow a series of higher Street price targets from firms including Barrington, BofA, RBC Capital, Morgan Stanley, JPMorgan, Barclays, Goldman Sachs, and UBS.
ナラティブの更新 Mar 19

SNX: Future Returns Will Be Driven By Hyve Execution And AI Offerings

Analyst price targets for TD SYNNEX have remained within a relatively tight range, with changes between $163 and $193 reflecting differing views on billings growth potential, the contribution from Hyve, and the impact of hardware budget pressures tied to memory price inflation. Analyst Commentary Bullish Takeaways Bullish analysts see room for solid execution in both core distribution and Hyve, with some expecting billings growth in the mid to high single digits for distribution and higher growth for Hyve supporting their targets.
ナラティブの更新 Mar 04

SNX: Future Returns Will Be Driven By Hyve And Higher Value Segments

Narrative Update: TD SYNNEX Analyst Price Target Shift The consolidated analyst price target for TD SYNNEX edges slightly higher to about $180, with recent updates clustering between $163 and $193 as analysts balance expectations for FY26 billings growth with concerns around hardware budgets and the company’s mix of higher value segments. Analyst Commentary Recent Street research on TD SYNNEX reflects a mix of optimism around growth and execution alongside ongoing questions about hardware demand and valuation risk.
ナラティブの更新 Feb 18

SNX: Future Returns Will Be Driven By Hyve And Higher Value Exposure

The TD SYNNEX analyst price target has edged higher to about $180, with analysts pointing to expected billings growth from distribution and Hyve, balanced against concerns around memory pricing and hardware demand elasticity. Analyst Commentary Recent research views on TD SYNNEX cluster around a similar price range but differ on how much weight to put on billings growth versus hardware related risks.
ナラティブの更新 Feb 04

SNX: Future Returns Will Be Driven By Hyve And Higher Value Mix

Analysts have nudged their average price target for TD SYNNEX slightly higher to about US$180, reflecting a mix of upward revisions toward US$193 and more cautious cuts into the low US$160s as they weigh expected billings growth, exposure to higher value segments, and recent performance in PCs, software, and Hyve. Analyst Commentary Recent research on TD SYNNEX points to a split view, with some firms focusing on potential growth drivers in higher value offerings and Hyve, while others emphasize risks tied to hardware budgets and component pricing.
分析記事 Jan 31

TD SYNNEX Corporation (NYSE:SNX) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for TD SYNNEX Corporation ( NYSE:SNX ) shareholders, because the company has just released its...
ナラティブの更新 Jan 19

SNX: Future Returns Will Be Driven By High Value Segments And Cash Generation

The analyst price target for TD SYNNEX has been adjusted slightly higher to about $180, reflecting mixed changes in underlying assumptions along with recent Street research that cites expected billings growth in FY26, the company's exposure to higher value segments, and strong free cash generation. Analyst Commentary Bullish Takeaways Bullish analysts highlight an initiation at a price target of about $180, which they see as supported by expected FY26 billings growth and the mix of higher value segments within the business.
ナラティブの更新 Jan 05

SNX: Future Returns Will Be Driven By Expanding AI And Cloud Services

Narrative Update on TD SYNNEX Analysts have trimmed their price target on TD SYNNEX slightly to approximately 178.27 dollars from about 178.36 dollars. This reflects modestly higher discount rate assumptions, offset by slightly stronger expectations for revenue growth and profit margins.
分析記事 Jan 04

TD SYNNEX (NYSE:SNX) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Dec 15

SNX: Future Returns Will Be Driven By Hyve And AI Offerings

Analysts have modestly increased their price target on TD SYNNEX to approximately $178 per share, citing stronger than expected Q3 billings and revenue, robust momentum at Hyve, and improving demand across PCs, software, cloud, and cybersecurity. Analyst Commentary Street research has turned more constructive on TD SYNNEX, with a series of upward price target revisions into the mid to high $170s and low $180s range, reflecting greater confidence in the company’s execution, earnings power, and growth durability.
ナラティブの更新 Nov 30

SNX: Future Returns Will Be Driven By Strength In Cloud And Hyve

TD SYNNEX's analyst price targets have risen notably, with recent increases ranging from $9 to $33 per share. Analysts cite strengthening demand, broad-based earnings outperformance, and optimistic forecasts following robust fiscal Q3 results.
ナラティブの更新 Nov 16

SNX: Future Momentum Will Be Driven By Surging Demand In Key Segments

Analysts have raised their price targets for TD SYNNEX, with most new estimates falling in the $164 to $187 range. This is up from previous targets by as much as $33, citing strong fiscal Q3 results, robust demand in key segments like Hyve and software, and continued operational discipline as primary factors behind the upward revisions.
ナラティブの更新 Nov 02

SNX: Surging Demand and AI Opportunities Will Drive Outperformance This Year

TD SYNNEX's analyst price targets have risen significantly, with multiple firms boosting estimates by $10 to over $30 per share. Analysts cite robust Q3 results, strong demand trends, and continued outperformance in key business segments as primary drivers behind the updates.
ナラティブの更新 Oct 18

Digital Transformation And AI Will Expand Global Infrastructure

TD SYNNEX's analyst price target has been raised by $3.64 to $178.36, as analysts cite stronger-than-expected revenue and ongoing demand momentum. These factors support a more optimistic outlook.
ナラティブの更新 Oct 04

Digital Transformation And AI Will Expand Global Infrastructure

Analysts have raised their price target for TD SYNNEX from approximately $158 to $175 per share. This change is attributed to improved revenue growth, stronger profit margins, and a series of earnings outperformance, all supported by robust demand and operational discipline.
ナラティブの更新 Sep 19

Digital Transformation And AI Will Expand Global Infrastructure

The upward revision in TD SYNNEX’s price target reflects analyst optimism driven by robust enterprise hardware spending, anticipated multi-quarter PC refresh cycles, strong performance in networking and AI infrastructure, and solid earnings execution, resulting in a new consensus price target of $158.27. Analyst Commentary Bullish analysts highlight continued strength in enterprise hardware spending, with value-added reseller checks suggesting in-line to better-than-expected trends and a tactically positive set-up into upcoming earnings.
分析記事 Sep 08

Here's Why We Think TD SYNNEX (NYSE:SNX) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブの更新 Aug 27

Digital Transformation And AI Will Expand Global Infrastructure

Analysts have raised their price target for TD SYNNEX to $156.64, citing confidence in the company’s strong position to capitalize on PC refresh demand, AI-driven Hyve growth, robust Endpoint Solutions performance, and improving trends in networking, software, and security. Analyst Commentary Bullish analysts expect TD Synnex to benefit from the ongoing PC refresh cycle and related demand, with further upside anticipated from Windows 11 upgrades.
分析記事 Aug 24

Is There An Opportunity With TD SYNNEX Corporation's (NYSE:SNX) 43% Undervaluation?

Key Insights The projected fair value for TD SYNNEX is US$261 based on 2 Stage Free Cash Flow to Equity TD SYNNEX is...
分析記事 Jul 15

We Think TD SYNNEX (NYSE:SNX) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 21

What Is TD SYNNEX Corporation's (NYSE:SNX) Share Price Doing?

Today we're going to take a look at the well-established TD SYNNEX Corporation ( NYSE:SNX ). The company's stock led...
Seeking Alpha Mar 30

TD Synnex: Cheap, But Non-Convincing

Summary TD Synnex's shares are cheap, but poor cash flow and soft execution prevent me from buying the dip despite the low valuation. The company's reliance on M&A has driven growth, but recent sales have been flat, and margins are thin. First quarter results showed negative free cash flow and higher net debt, overshadowing modest revenue growth and raising concerns about execution. I am taking a wait-and-see approach due to mixed execution and lack of convincing growth, despite the tempting low valuation. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

TD Synnex Corp: All Steam Ahead For FY 2025

Summary I maintain a buy rating for TD Synnex Corp. due to improving demand momentum and a positive growth outlook for FY25. SNX's 4Q24 earnings showed a 10% y/y revenue increase, driven by advanced solutions and endpoint solutions, with stable profitability and positive FY25 guidance. The recovery in enterprise IT spending and strong momentum in cloud, cybersecurity, and software solutions are critical growth drivers for SNX. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: SNXの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: SNXの配当金は過去10年間にわたって増加しています。


配当利回り対市場

TD SYNNEX 配当利回り対市場
SNX 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (SNX)0.8%
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Electronic)0.8%
アナリスト予想 (SNX) (最長3年)1.0%

注目すべき配当: SNXの配当金 ( 0.84% ) はUS市場の配当金支払者の下位 25% ( 1.44% ) と比べると目立ったものではありません。

高配当: SNXの配当金 ( 0.84% ) はUS市場の配当金支払者の上位 25% ( 4.35% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: SNXは低い 配当性向 ( 15.3% ) であるため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: SNXは 現金配当性向 ( 12.3% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/18 00:46
終値2026/05/18 00:00
収益2026/02/28
年間収益2025/11/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

TD SYNNEX Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
Timothy LongBarclays
Dong WangBarclays
Vincent ColicchioBarrington Research Associates, Inc.