Segall Bryant & Hamill LLC Acquires Shares of 15,668 ePlus inc. $PLUS

Segall Bryant & Hamill LLC bought a new position in shares of ePlus inc. (NASDAQ:PLUS) during the first quarter, Holdings Channel.com reports. The firm bought 15,668 shares of the software maker’s stock, valued at approximately $1,179,000.

Several other institutional investors have also recently made changes to their positions in PLUS. Osaic Holdings Inc. lifted its stake in shares of ePlus by 361.9% in the 2nd quarter. Osaic Holdings Inc. now owns 448 shares of the software maker’s stock valued at $32,000 after purchasing an additional 351 shares during the period. Kestra Advisory Services LLC purchased a new stake in ePlus in the fourth quarter worth $108,000. Healthcare of Ontario Pension Plan Trust Fund purchased a new stake in ePlus in the fourth quarter worth $138,000. US Bancorp DE raised its holdings in ePlus by 856.4% in the third quarter. US Bancorp DE now owns 1,731 shares of the software maker’s stock worth $123,000 after purchasing an additional 1,550 shares in the last quarter. Finally, Exchange Traded Concepts LLC bought a new position in ePlus in the fourth quarter worth $163,000. Institutional investors own 93.80% of the company’s stock.

Insider Activity

In other ePlus news, CFO Elaine D. Marion sold 5,514 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $96.41, for a total value of $531,604.74. Following the completion of the transaction, the chief financial officer owned 84,259 shares of the company’s stock, valued at approximately $8,123,410.19. The trade was a 6.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Darren S. Raiguel sold 1,935 shares of the company’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $94.06, for a total transaction of $182,006.10. Following the transaction, the chief operating officer owned 69,236 shares in the company, valued at $6,512,338.16. This represents a 2.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 13,284 shares of company stock valued at $1,261,970 over the last quarter. 2.20% of the stock is owned by corporate insiders.

ePlus Stock Performance

Shares of NASDAQ PLUS opened at $94.56 on Thursday. The company has a market cap of $2.47 billion, a PE ratio of 20.69, a P/E/G ratio of 1.30 and a beta of 1.00. The firm’s 50 day moving average price is $85.43 and its 200-day moving average price is $83.35. ePlus inc. has a 52-week low of $62.42 and a 52-week high of $98.14.

ePlus (NASDAQ:PLUS) last released its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.19 by $0.09. ePlus had a return on equity of 11.54% and a net margin of 4.91%.The business had revenue of $649.11 million for the quarter, compared to analysts’ expectations of $639.95 million. On average, analysts forecast that ePlus inc. will post 4.66 earnings per share for the current fiscal year.

ePlus Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, August 25th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $1.08 annualized dividend and a dividend yield of 1.1%. ePlus’s dividend payout ratio (DPR) is 22.31%.

Key Headlines Impacting ePlus

Here are the key news stories impacting ePlus this week:

• Positive Sentiment: ePlus reported fiscal first-quarter 2027 adjusted earnings of $1.28 per share, above the $1.19 analyst consensus, while revenue of $649.1 million also exceeded expectations of $639.95 million. ePlus earnings report
• Positive Sentiment: Managed services remained a growth area, with revenue increasing 15.1% to $51.3 million. Total services revenue rose 2.6% to $119.4 million, supporting the company’s recurring-revenue strategy. ePlus first-quarter financial results
• Positive Sentiment: Management reiterated its fiscal 2027 outlook for mid-single-digit growth in net sales, gross profit and adjusted EBITDA. The board also authorized repurchases of up to 1.5 million shares over the next 12 months.
• Positive Sentiment: ePlus declared a quarterly dividend of $0.27 per share, payable September 16 to shareholders of record on August 25, providing an annualized yield of approximately 1.1%.
• Neutral Sentiment: Institutional positioning was mixed: 130 investors increased their holdings while 116 reduced them in their latest reported quarters, offering no clear consensus signal.
• Negative Sentiment: Underlying results showed margin pressure. Net earnings from continuing operations fell 5.4% to $30.3 million, gross profit declined 1.5% to $151.3 million, and gross margin was 23.3%, while net sales increased only 1.0%.
• Negative Sentiment: CFO Elaine D. Marion sold 7,182 shares across August 3–4 for approximately $690,265, reducing her holdings by roughly 8% across the two transactions. Continued insider selling may weigh on sentiment, although she still owns 84,259 shares. SEC insider trading filing

Wall Street Analyst Weigh In

A number of brokerages have recently commented on PLUS. Zacks Research upgraded shares of ePlus from a “strong sell” rating to a “hold” rating in a report on Friday, July 31st. Weiss Ratings reiterated a “hold (c+)” rating on shares of ePlus in a research note on Friday, July 10th. Two research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the stock has a consensus rating of “Hold”.

About ePlus

ePlus Inc (NASDAQ:PLUS) is a technology solutions provider that helps enterprises and public-sector organizations maximize the value of their information technology investments. The company specializes in designing, implementing and managing complex IT infrastructures, with a focus on security, cloud computing, data center modernization and unified communications. By combining consulting services with software license management and hardware procurement, ePlus delivers end-to-end solutions that align with its clients’ strategic objectives.

The company’s offerings include cybersecurity assessments and managed security services, hybrid and public cloud deployments, network architecture and optimization, and collaboration platforms.