Super Micro Computer, Inc. $SMCI Shares Bought by Chevy Chase Trust Holdings LLC

Chevy Chase Trust Holdings LLC raised its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 2.6% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 271,104 shares of the company’s stock after acquiring an additional 6,997 shares during the period. Chevy Chase Trust Holdings LLC’s holdings in Super Micro Computer were worth $13,287,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the stock. Blue Trust Inc. increased its holdings in shares of Super Micro Computer by 16.1% in the 2nd quarter. Blue Trust Inc. now owns 1,557 shares of the company’s stock valued at $76,000 after purchasing an additional 216 shares in the last quarter. Hartford Investment Management Co. increased its holdings in shares of Super Micro Computer by 0.8% in the 2nd quarter. Hartford Investment Management Co. now owns 30,976 shares of the company’s stock valued at $1,518,000 after purchasing an additional 235 shares in the last quarter. Wealthcare Advisory Partners LLC increased its holdings in shares of Super Micro Computer by 1.2% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 21,798 shares of the company’s stock valued at $1,068,000 after purchasing an additional 248 shares in the last quarter. TD Private Client Wealth LLC increased its holdings in shares of Super Micro Computer by 46.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock valued at $39,000 after purchasing an additional 252 shares in the last quarter. Finally, DAVENPORT & Co LLC increased its holdings in shares of Super Micro Computer by 0.9% in the 2nd quarter. DAVENPORT & Co LLC now owns 32,295 shares of the company’s stock valued at $1,583,000 after purchasing an additional 297 shares in the last quarter. Hedge funds and other institutional investors own 84.06% of the company’s stock.

Insider Activity

In other Super Micro Computer news, CEO Charles Liang sold 200,000 shares of the firm’s stock in a transaction dated Monday, July 28th. The shares were sold at an average price of $60.00, for a total transaction of $12,000,000.00. Following the sale, the chief executive officer directly owned 40,426,120 shares of the company’s stock, valued at $2,425,567,200. This trade represents a 0.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO David E. Weigand sold 25,000 shares of the firm’s stock in a transaction dated Monday, September 15th. The stock was sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the sale, the chief financial officer directly owned 100,188 shares in the company, valued at $4,522,486.32. This represents a 19.97% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 490,000 shares of company stock valued at $27,890,950 over the last quarter. 16.30% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on SMCI. JPMorgan Chase & Co. cut their price target on shares of Super Micro Computer from $46.00 to $45.00 and set a “neutral” rating for the company in a report on Wednesday, August 6th. Needham & Company LLC increased their price target on shares of Super Micro Computer from $39.00 to $60.00 and gave the company a “buy” rating in a report on Wednesday, August 6th. The Goldman Sachs Group raised their target price on shares of Super Micro Computer from $24.00 to $27.00 and gave the company a “sell” rating in a report on Wednesday, August 6th. Wedbush restated a “neutral” rating and set a $30.00 target price on shares of Super Micro Computer in a report on Monday, August 4th. Finally, Zacks Research upgraded shares of Super Micro Computer to a “hold” rating in a report on Monday, August 11th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $45.36.

Super Micro Computer Stock Performance

NASDAQ:SMCI opened at $52.18 on Monday. Super Micro Computer, Inc. has a twelve month low of $17.25 and a twelve month high of $66.44. The company has a market capitalization of $31.01 billion, a P/E ratio of 31.43, a price-to-earnings-growth ratio of 1.30 and a beta of 1.55. The firm has a 50-day moving average price of $46.83 and a two-hundred day moving average price of $44.20. The company has a current ratio of 5.25, a quick ratio of 3.25 and a debt-to-equity ratio of 0.74.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.44 by ($0.03). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The firm had revenue of $5.76 billion for the quarter, compared to analyst estimates of $5.88 billion. During the same period in the prior year, the business earned $6.25 earnings per share. Super Micro Computer’s revenue for the quarter was up 8.5% on a year-over-year basis. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. As a group, research analysts expect that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Super Micro Computer Company Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.