Recent news coverage highlights stock price movement relative to technical indicators, dividend announcements, earnings call insights, and insider share sales.

• ePlus shares crossed below their 200-day moving average in February 2026, indicating notable stock price technical movement [N1].
• Options trading activity raised questions about market expectations for ePlus stock in late February 2026 [N2].
• The company was included in ex-dividend reminders alongside other firms in February 2026, reflecting ongoing dividend activity [N3].
• The Q3 2026 earnings call transcript was published in early February 2026, providing insights into company performance and strategy [N4].
• A director of ePlus sold shares multiple times in late 2025, indicating insider trading activity [N6].
• The company announced a quarterly cash dividend of $0.27 per share payable June 30, 2026, to shareholders of record June 17, 2026 [S1].

ePlus benefits from a diversified and integrated IT solutions portfolio that addresses evolving customer needs across AI, cloud, security, and collaboration. Its strong vendor partnerships and certifications support the delivery of advanced, multi-vendor solutions. The company’s proprietary software and private marketplace offerings enhance customer control and operational efficiency. Its managed services and professional services segments provide recurring revenue streams and deepen customer relationships. The company’s investment in AI infrastructure and advisory services positions it to support customers’ AI adoption journeys. A strong liquidity position and disciplined risk management support operational stability. The company’s broad customer base across multiple industries and geographies provides revenue diversification [S1].

The IT solutions market is highly competitive with pressure from direct vendor sales, commoditization, and consolidation, which may impact ePlus’s pricing power and margins. Customer reluctance to transition from legacy systems and solutions could slow adoption of newer offerings. Revenue concentration with a major customer like Verizon Communications presents customer concentration risk. The company’s reliance on third-party vendors and distributors for products and services exposes it to supply chain and vendor-related risks. Rapid technological change requires continuous investment in skills and certifications, which may strain resources. Market and macroeconomic cycles could affect customer spending on IT solutions [S1].

ePlus's moat is supported by its broad and integrated technology solutions portfolio spanning multiple IT domains, including AI, cloud, security, and collaboration, which are tailored to customer-specific requirements. The company’s partnerships with leading technology vendors and top-level engineering certifications enable it to offer multi-vendor optimized solutions. Its proprietary hosted software solutions for IT supply chain automation and private marketplace experiences provide differentiated value. The company’s scale and financial resources allow continued investment in technology and engineering talent. Additionally, its comprehensive managed services with ITIL and SOC attestations, 24/7 certified support, and advanced AI infrastructure capabilities contribute to customer retention and competitive positioning. However, the IT solutions market is highly competitive and subject to disruption from vendor direct sales and consolidation, which may pressure pricing and margins [S1].

• Customer Concentration Risk: Sales to Verizon Communications Inc. accounted for 24% of net sales for fiscal year ended March 31, 2026, indicating significant revenue concentration with one customer.
• Competitive Market Pressure: The IT solutions market is highly competitive with many local, regional, national, and international competitors, including direct vendor sales and resellers, which may pressure pricing and margins.
• Technological Change and Adoption: Rapid evolution in technology and customer reluctance to move away from legacy systems may impact the adoption of ePlus’s newer solutions and services.
• Vendor and Supply Chain Dependence: The company relies on third-party vendors and distributors for products and services, which exposes it to supply chain disruptions and vendor-related risks.
• Regulatory and Intellectual Property Risks: Protection of proprietary business methodologies and technologies is subject to uncertainties in legal processes and rapid technological changes.

• ePlus inc. is a technology solutions provider operating since 1990, offering IT solutions across AI, cloud, data center, security, networking, and collaboration.
• The company operates through three segments: product sales, professional services, and managed services.
• Product segment includes sales of third-party hardware, software (perpetual and subscription), maintenance, and related services.
• Managed services include infrastructure and cloud management, enhanced maintenance support, service desk outsourcing, storage-as-a-service, cloud managed services, managed security services, and advanced AI infrastructure support.
• Professional services cover cloud infrastructure, unified communications, collaboration, networking, storage, hyper-converged infrastructure, virtual desktop infrastructure, AI and emerging technologies, staff augmentation, project management, cloud consulting, AI advisory, and security consulting.
• The company serves approximately 4,200 customers, primarily middle market to large enterprises and state and local government institutions including education (SLED).
• Revenue by customer end market for fiscal year ended March 31, 2026: 30% telecommunications/media/entertainment, 13% SLED, 13% healthcare, 12% technology, 10% financial services, 6% retail.
• Sales to Verizon Communications Inc. represented 24% of net sales for fiscal year ended March 31, 2026.
• Geographic sales primarily in the US, with select international markets including UK, EU, India, and Singapore.
• The company holds top-level engineering certifications and partners with leading technology vendors such as AWS, Cisco, Microsoft, NVIDIA, VMware, and others.
• The company invests in engineering and technology resources to stay current with technology trends and offers proprietary hosted software solutions for IT supply chain automation and optimization.
• The company’s sales force consists of 705 sales, marketing, and sales support personnel across the US, UK, and India as of March 31, 2026.
• Financial snapshot for fiscal year ended March 31, 2026: revenue $2.44 billion, net income $132.6 million, basic EPS $5.05, diluted EPS $5.03.
• Liquidity ratios as of March 31, 2026: current ratio 2.24, cash ratio 0.64, cash and equivalents $410.8 million, current assets $1.43 billion, current liabilities $638.1 million.
• The company uses disciplined credit approval and risk management processes to monitor customer financial health and mitigate credit risk.
• The company’s business is subject to competition from local to international firms, including direct vendors and resellers, with market pressures from commoditization and vendor direct sales.
• The company’s solutions include unified communications, contact center, audio/visual design and installation, warehouse and logistics, configuration and integration, and asset lifecycle management services.
• The company’s managed services are built on ITIL Framework and backed by SOC 1 Type 2 and SOC 2 Type 2 attestations.
• The company provides around-the-clock support with certified engineers and uses e-Bonded or Smart-Bonded vendor solutions for ticket synchronization.
• The company’s advanced AI infrastructure support includes NVIDIA DGX SuperPOD Specialization and DGX-Ready Managed Services Provider status.
• The company’s sales representatives are compensated by salary and commission, with commission increasing with experience.
• The company’s culture emphasizes inclusion, employee development, and community engagement.
• The company declared a quarterly cash dividend of $0.27 per common share payable June 30, 2026, to shareholders of record June 17, 2026.