DSGR

Distribution Solutions Group, Inc.

Nasdaq · Wholesale-Machinery, Equipment & Supplies · Inc. DE · CIK 0000703604
$27.46 +1.03% $1.3B
3 New Institutional Positions
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders7 funds
Inst. Value$19.7M
Inst. Activity3 buys / 1 sells
Insider Activity1B / 0S
Insider Net $$297.2K
Reddit Sentiment58° Warm
SEC Reports2
Exchange Nasdaq·Sector Wholesale-Machinery, Equipment & Supplies·Inc. DE·CIK 0000703604·Prev Close $27.18

Recent Activity

Jun 3, 2026 Insider
Lanuza Cesar sold 20,000 shares
President and CEO @ $27.47 ($549.4K)
May 13, 2026 Insider
MOON MARK F sold 4,601 shares
Director @ $27.17 ($125.0K)
May 13, 2026 Insider
Zamarripa Robert sold 4,601 shares
Director @ $27.17 ($125.0K)
Apr 30, 2026 SEC
DSGR reported Q1 2026 revenue of $496.0M (+3.8% YoY), slightly above the $489.3M consensus, but GAAP EPS of $0.01 and no
8-K — Impact 6/10
Mar 5, 2026 SEC
Distribution Solutions Group (DSGR) reported 9.8% year-over-year revenue growth for 2025, reaching $1.98 billion, driven
8-K — Impact 6/10
Inst.
MORGAN STANLEY — ADD
77,247 shares ($2.1M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
44,700 shares ($1.2M)
Apr 30, 2026 earnings_calendar
DSGR Q1 2026 Earnings Scheduled — 2026-04-30

Price Targets

$34.50 +25.6% upside Strong Buy
Current $27.46 Low $33.00 Median $34.50 High $36.00 2 analysts
$33.00 $36.00

Analyst Ratings

Buy78% buy · 9 analysts
4Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 Barrington Research MAINTAIN Outperform → Outperform
May 5, 2026 Stephens & Co. REITERATE Overweight → Overweight
Mar 16, 2026 Barrington Research MAINTAIN Outperform → Outperform
Mar 10, 2026 Barrington Research MAINTAIN Outperform → Outperform
Mar 2, 2026 Barrington Research MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.41 ▼ -4.7% $0.38 — $0.44 16% YoY 3
Next Q $0.44 ▼ -4.4% $0.43 — $0.44 9% YoY 3
Current FY $1.41 ▼ -6.4% $1.35 — $1.49 14% YoY 3
Next FY $1.62 ▼ -3.8% $1.56 — $1.68 15% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$13.9M
MORGAN STANLEY$2.1MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.8MNEW
RENAISSANCE TECHNOLOGIES LLC$1.2MTRIM
BANK OF AMERICA CORP$324.1KADD

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Lanuza CesarA$549.4K
May 13, 2026MOON MARKA$125.0K
May 13, 2026Zamarripa RobertA$125.0K
May 13, 2026Rhodes BiancaA$125.0K
May 13, 2026Edelson IA$125.0K

Reddit Sentiment

58°
Warm
Bearish Neutral Bullish
9 mentions 2 bullish 0 bearish
7 institutional holders with $19.7M total value (718,799 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC507,464$13.9M70.6%
2MORGAN STANLEY77,247$2.1M10.7%ADD +31.7%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC66,398$1.8M9.2%NEW
4RENAISSANCE TECHNOLOGIES LLC44,700$1.2M6.2%TRIM -30.2%
5BANK OF AMERICA CORP /DE/11,834$324.1K1.6%ADD +88.3%
6WELLS FARGO & COMPANY/MN10,746$294.3K1.5%ADD +74.4%
7FMR LLC410$11.2K0.1%TRIM -27.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD58,63377,247+31.7%$2.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM64,00044,700-30.2%$1.2M2025-Q4
BANK OF AMERICA CORP /DE/ADD6,28311,834+88.3%$324.1K2025-Q4
WELLS FARGO & COMPANY/MNADD6,16310,746+74.4%$294.3K2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED31,52064,000+103.0%$1.9M2025-Q3
MORGAN STANLEYADD44,60058,633+31.5%$1.8M2025-Q3
UBS Group AGTRIM30,40218,737-38.4%$563.6K2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM60,60031,520-48.0%$865.9K2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM83,40060,600-27.3%$1.7M2025-Q1
CITADEL ADVISORS LLCNEW9,438$264.3K2025-Q1
FMR LLCTRIM670484-27.8%$13.6K2025-Q1
UBS Group AGDOUBLED6,35525,212+296.7%$867.3K2024-Q4
WELLS FARGO & COMPANY/MNADD3,4215,055+47.8%$173.9K2024-Q4
CITADEL ADVISORS LLCEXIT5,3240-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW80,849$3.1M2024-Q3
MORGAN STANLEYADD33,57153,314+58.8%$2.1M2024-Q3
7 unique insiders with 1 transactions. Net insider value: $297.2K ($297.2K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Lanuza CesarPresident and CEOA20,000$27.47$549.4K
May 13, 2026MOON MARK FDirectorA4,601$27.17$125.0K
May 13, 2026Zamarripa RobertDirectorA4,601$27.17$125.0K
May 13, 2026Rhodes BiancaDirectorA4,601$27.17$125.0K
May 13, 2026Edelson I StevenDirectorA4,601$27.17$125.0K
May 13, 2026HILLMAN LEE SDirectorA4,601$27.17$125.0K
Apr 1, 2026Knutson Ronald JEVP CFO & TreasurerA4,000$26.82$107.3K
Apr 1, 2026Knutson Ronald JEVP CFO & TreasurerD1,292$26.82$34.7K
Mar 10, 2026Zamarripa RobertDirectorBUY14,000$21.23$297.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (78% buy). Based on 9 analysts: 4 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$34.50 mean target +25.6% upside Strong Buy (3.00)
$33.00 Low $36.00 High
MetricValue
Current Price$27.46
Target Low$33.00
Target Mean$34.50
Target Median$34.50
Target High$36.00
# Analysts2
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.41 $0.38 $0.44 16.2% -4.7% 0↑ 2↓ $0.5B 3.6% 3
Next Q
2026-09-30
$0.44 $0.43 $0.44 9.2% -4.4% 0↑ 2↓ $0.5B 3.9% 3
Current FY
2026-12-31
$1.41 $1.35 $1.49 14.0% -6.4% 0↑ 3↓ $2.1B 4.0% 3
Next FY
2027-12-31
$1.62 $1.56 $1.68 14.6% -3.8% 0↑ 2↓ $2.1B 3.8% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.407
7d ago$0.440-0.033
30d ago$0.427-0.020
60d ago$0.427-0.020
90d ago$0.440-0.033
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 Barrington Research MAINTAIN Outperform Outperform
May 5, 2026 Stephens & Co. REITERATE Overweight Overweight
Mar 16, 2026 Barrington Research MAINTAIN Outperform Outperform
Mar 10, 2026 Barrington Research MAINTAIN Outperform Outperform
Mar 2, 2026 Barrington Research MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264320078%
May 1, 20264320078%
Apr 1, 20264320078%
Mar 1, 20264320078%
Feb 1, 20264320078%
Jan 1, 20264320078%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

58°
Warm
Bearish Neutral Bullish
9 mentions 2 bullish 0 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 4, 2026250° Neutral002
Jun 4, 2026150° Neutral001
Mar 24, 2026156° Neutral001
Mar 24, 2026156° Neutral001
Mar 24, 2026258° Warm102
Mar 24, 2026258° Warm102

Recent Reddit Threads

r/stocks Neutral 5d 9h ago
Does anyone know what is going on with DSGR
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 5d 9h ago
Does anyone know what is going on with DSGR
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
Distribution Solutions Group $DSGR
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
$DSGR Distribution Solutions Group
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 2mo ago
Distribution Solutions Group $DSGR
▲ 1 💬 0 ⚡ 0.5
Apr 30, 2026
earnings_calendar
DSGR Q1 2026 Earnings Scheduled — 2026-04-30
Mar 5, 2026
earnings_calendar
DSGR Q4 2025 Earnings Before Market Open — 2026-03-05