Is PC Connection’s (CNXN) Bigger Buyback Quietly Redefining Its Capital-Return Playbook?

2026-02-09 22:41:37

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PC Connection (CNXN) recently announced Q4 2025 results, reporting slightly lower sales but stable net income, an increased quarterly dividend, and an expanded share buyback authorization to US$190 million. This move underscores management’s commitment to shareholder returns, reinforcing its image as an execution-focused IT reseller prioritizing consistent profitability and disciplined capital returns. While the company’s shares have been rising and may be undervalued, investors should consider the impact of tighter margins on its capital return strategy and review multiple perspectives before forming expectations.

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