Universal Beteiligungs und Servicegesellschaft mbH Purchases 3,096 Shares of Plexus Corp. $PLXS

Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of Plexus Corp. (NASDAQ:PLXS) by 77.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,112 shares of the technology company’s stock after buying an additional 3,096 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Plexus were worth $1,029,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also bought and sold shares of PLXS. Congress Asset Management Co. lifted its holdings in shares of Plexus by 0.5% during the third quarter. Congress Asset Management Co. now owns 16,245 shares of the technology company’s stock worth $2,350,000 after purchasing an additional 88 shares during the period. Huntington National Bank raised its holdings in Plexus by 41.5% in the 2nd quarter. Huntington National Bank now owns 324 shares of the technology company’s stock worth $44,000 after purchasing an additional 95 shares during the period. Nisa Investment Advisors LLC grew its stake in Plexus by 0.8% in the 3rd quarter. Nisa Investment Advisors LLC now owns 12,879 shares of the technology company’s stock valued at $1,863,000 after acquiring an additional 99 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in shares of Plexus by 7.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,750 shares of the technology company’s stock valued at $237,000 after purchasing an additional 116 shares during the period. Finally, Yousif Capital Management LLC raised its holdings in shares of Plexus by 1.2% during the second quarter. Yousif Capital Management LLC now owns 10,117 shares of the technology company’s stock valued at $1,369,000 after acquiring an additional 124 shares during the last quarter. Institutional investors and hedge funds own 94.45% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on PLXS. Sidoti downgraded Plexus from a “buy” rating to a “neutral” rating and set a $150.00 price objective on the stock. in a research report on Friday, October 24th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Plexus in a report on Thursday, January 22nd. Wall Street Zen cut shares of Plexus from a “buy” rating to a “hold” rating in a research report on Saturday, November 22nd. Needham & Company LLC raised their price objective on shares of Plexus from $165.00 to $206.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Stifel Nicolaus raised their price target on shares of Plexus from $150.00 to $200.00 and gave the stock a “hold” rating in a report on Friday. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $189.20.

Plexus Stock Performance

Shares of PLXS stock opened at $199.33 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.77 and a current ratio of 1.59. The firm has a market cap of $5.33 billion, a P/E ratio of 31.00 and a beta of 0.81. The firm’s 50 day moving average price is $159.97 and its 200-day moving average price is $145.94. Plexus Corp. has a one year low of $103.43 and a one year high of $208.36.

Plexus (NASDAQ:PLXS) last announced its earnings results on Wednesday, January 28th. The technology company reported $1.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.77 by $0.01. Plexus had a return on equity of 12.39% and a net margin of 4.28%.The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1.07 billion. During the same quarter in the previous year, the company earned $1.73 earnings per share. The firm’s quarterly revenue was up 9.6% compared to the same quarter last year. Plexus has set its Q2 2026 guidance at 1.800-1.950 EPS. As a group, equities research analysts predict that Plexus Corp. will post 5.9 EPS for the current year.

Insider Buying and Selling

In other news, CFO Patrick John Jermain sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $143.53, for a total value of $287,060.00. Following the completion of the transaction, the chief financial officer owned 16,961 shares of the company’s stock, valued at approximately $2,434,412.33. This trade represents a 10.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Karen Marie Rapp sold 500 shares of the company’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $143.47, for a total transaction of $71,735.00. Following the sale, the director directly owned 7,665 shares in the company, valued at approximately $1,099,697.55. The trade was a 6.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 9,674 shares of company stock worth $1,382,876 over the last 90 days. 1.78% of the stock is owned by insiders.

Key Headlines Impacting Plexus

Here are the key news stories impacting Plexus this week:

• Positive Sentiment: Plexus raised Q2 FY2026 EPS guidance to $1.80–$1.95 versus the Street at ~$1.63, and issued higher revenue guidance — a direct fundamental catalyst supporting a higher valuation and nearby analyst upgrades.
• Positive Sentiment: Needham upgraded/raised its price target to $206 and reiterated a Buy rating, highlighting the stronger start to fiscal 2026 and supporting upside momentum. Needham raises PT to $206 (Benzinga)
• Positive Sentiment: Benchmark raised its price target to $195, another vote of confidence from the sell-side that helps buoy the stock. Benchmark boosts PT to $195
• Positive Sentiment: Company commentary and analyst notes point to program ramps and market-share gains that could drive >12% revenue growth in FY2026 — a growth trajectory that justifies multiple expansion. Seeking Alpha: >12% revenue growth potential
• Positive Sentiment: Analyst write-ups and a Yahoo deep-dive attribute the guidance upgrade to specific program ramps and new manufacturing wins — concrete operational drivers versus one-off items. Yahoo: Q4 deep dive — program ramps
• Positive Sentiment: Plexus reported Q1 EPS of $1.78 (beat by $0.01) and revenue up ~9.6% year-over-year — topline growth and a modest EPS beat help validate the raised guidance. Zacks: Q1 earnings beat
• Neutral Sentiment: Some media/analyst coverage remains mixed on valuation and near-term sustainability of growth — expect debate on how much of the guidance is driven by a few large program ramps versus broad-based demand. Globe & Mail: mixed analyst opinions
• Neutral Sentiment: Full earnings materials and the call transcript are available for investors who want line-item detail and management’s tone on sustainability of margins and program timing. Earnings call transcript (Seeking Alpha)

Plexus Profile

Plexus Corp. (NASDAQ: PLXS) is a global provider of electronics manufacturing services (EMS) and precision engineered electronics solutions. Headquartered in Neenah, Wisconsin, the company partners with original equipment manufacturers across industries such as medical, industrial, aerospace and defense, computing, and communications. Plexus offers a full suite of services that span new product introduction, product lifecycle management, supply chain management, printed circuit board assembly, system integration, and aftermarket support.

Founded in 1979, Plexus has grown from a regional electronics assembler into a multinational organization with manufacturing and engineering centers across North America, Europe, and Asia.