NSIT INSIGHT ENTERPRISES INC
Last updated: Jun 30, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 2/4 quarters. Q1 2026: $0M, Q3 2025: $165M, Q2 2025: $0M, Q1 2025: $35M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $0M vs trailing avg $67M (-100%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Buyback $200M / FCF $72M = 277% of FCF
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 344,971 shares = 4.5% of 30,996,000 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
1 open-market purchase by Morgado James A.
- Morgado James A. (Chief Financial Officer) bought 2,290 shares at $87.25 on 2026-05-11
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Company buybacks in 2 quarters but insufficient insider buying
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $0M in the last 90 days (net buying)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
No buyback-insider divergence detected