JB Capital Partners LP Invests $1.04 Billion in ScanSource, Inc. $SCSC

Posted by Francis Steltz on Aug 22nd, 2026

JB Capital Partners LP bought a new stake in ScanSource, Inc. (NASDAQ:SCSC – Free Report) in the 2nd quarter, Holdings Channel.com reports. The firm bought 20,000 shares of the industrial products company’s stock, valued at approximately $1,041,800,000.

Other large investors have also recently made changes to their positions in the company. Canada Pension Plan Investment Board purchased a new position in ScanSource during the 2nd quarter worth approximately $25,000. Royal Bank of Canada lifted its stake in ScanSource by 165.0% in the fourth quarter. Royal Bank of Canada now owns 1,876 shares of the industrial products company’s stock valued at $73,000 after buying an additional 1,168 shares during the last quarter. Osaic Holdings Inc. boosted its holdings in shares of ScanSource by 400.5% in the second quarter. Osaic Holdings Inc. now owns 2,087 shares of the industrial products company’s stock valued at $87,000 after acquiring an additional 1,670 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of ScanSource in the second quarter valued at approximately $134,000. Finally, Tower Research Capital LLC TRC grew its position in shares of ScanSource by 672.0% during the second quarter. Tower Research Capital LLC TRC now owns 4,632 shares of the industrial products company’s stock worth $194,000 after acquiring an additional 4,032 shares during the last quarter. 97.91% of the stock is owned by institutional investors and hedge funds.

ScanSource Stock Down 3.6%

Shares of NASDAQ:SCSC opened at $54.35 on Friday. ScanSource, Inc. has a fifty-two week low of $33.76 and a fifty-two week high of $66.78. The company has a quick ratio of 1.20, a current ratio of 1.76 and a debt-to-equity ratio of 0.11. The firm’s 50-day simple moving average is $53.14 and its 200-day simple moving average is $44.55. The company has a market cap of $1.10 billion, a price-to-earnings ratio of 14.85, a PEG ratio of 0.88 and a beta of 1.28.

ScanSource (NASDAQ:SCSC – Get Free Report) last posted its quarterly earnings results on Thursday, August 20th. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.14 by $0.32. The firm had revenue of $953.11 million during the quarter, compared to analysts’ expectations of $814.35 million. ScanSource had a net margin of 2.44% and a return on equity of 10.10%. The firm’s revenue for the quarter was up 17.3% on a year-over-year basis. During the same period in the prior year, the company posted $1.02 earnings per share. As a group, equities research analysts predict that ScanSource, Inc. will post 4.3 earnings per share for the current year.

Key Stories Impacting ScanSource

Here are the key news stories impacting ScanSource this week:

Positive Sentiment: Quarterly results exceeded expectations. ScanSource reported fourth-quarter revenue of $953.1 million, up 17.3% year over year and well above the approximately $814 million consensus estimate. Adjusted EPS was $1.46 versus analysts’ $1.14 expectation, while GAAP diluted EPS rose to $1.24 from $0.88 a year earlier. ScanSource Q4 Earnings and Revenues Top Estimates
Positive Sentiment: MicroAge acquisition expands growth opportunities. ScanSource agreed to acquire Canadian IT solutions integrator MicroAge for $220.5 million in cash. The transaction is intended to strengthen its cloud, cybersecurity and managed IT capabilities, with closing expected by September 30, subject to approvals. ScanSource to Acquire MicroAge in $220.5 Million Deal
Positive Sentiment: Fiscal 2027 outlook topped revenue expectations. Management projects 6%–10% revenue growth, implying approximately $3.4 billion–$3.5 billion in sales versus consensus near $3.2 billion. It also expects adjusted EBITDA of $158 million–$165 million and at least $85 million of free cash flow, supporting the investment case if execution remains strong. ScanSource Outlines FY 2027 Revenue Growth
Neutral Sentiment: Investors are weighing integration risk. The acquisition could broaden ScanSource’s addressable market, but its benefits depend on completing the deal and integrating MicroAge while maintaining margins and free-cash-flow targets. The stock’s pullback after its earlier surge may reflect profit-taking and caution after the strong announcement-driven advance.
Negative Sentiment: Recent insider activity provides a modest overhang. CEO Michael Baur reportedly sold 25,000 shares over the past six months, with no insider purchases reported during that period. These sales are not necessarily tied to the latest results but may temper sentiment at elevated valuation levels. ScanSource Stock Opinions on Strong Earnings and MicroAge Acquisition

Wall Street Analysts Forecast Growth

Several research firms recently commented on SCSC. Northcoast Research downgraded shares of ScanSource from a “buy” rating to a “neutral” rating in a research report on Monday, August 17th. Wall Street Zen raised shares of ScanSource from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, Weiss Ratings upgraded shares of ScanSource from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Four research analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $43.00.

Read Our Latest Research Report on SCSC

ScanSource Profile

(Free Report)

ScanSource, Inc is a global provider of technology products and solutions designed to help businesses enhance operational efficiency and customer engagement. The company specializes in the distribution of point-of-sale (POS) systems, barcode and data capture devices, networking and communications equipment, and value-added software and cloud services. By combining hardware, software and professional services, ScanSource supports channel partners in delivering end-to-end solutions across multiple industries, including retail, hospitality, healthcare and logistics.

Founded in 1992 and headquartered in Greenville, South Carolina, ScanSource has built a broad international footprint, serving customers throughout North, Central and South America as well as Europe, the Middle East and Africa.