Sanmina Corporation $SANM Stock Holdings Increased by Vise Technologies Inc.

Vise Technologies Inc. boosted its position in Sanmina Corporation (NASDAQ:SANM) by 65.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,003 shares of the electronics maker’s stock after buying an additional 2,378 shares during the quarter. Vise Technologies Inc.’s holdings in Sanmina were worth $901,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SANM. Invesco Ltd. increased its holdings in Sanmina by 74.6% in the third quarter. Invesco Ltd. now owns 2,185,652 shares of the electronics maker’s stock valued at $251,590,000 after buying an additional 933,974 shares during the last quarter. Norges Bank acquired a new position in Sanmina in the fourth quarter valued at approximately $101,751,000. Fisher Asset Management LLC boosted its stake in Sanmina by 289.6% in the fourth quarter. Fisher Asset Management LLC now owns 650,173 shares of the electronics maker’s stock valued at $97,571,000 after acquiring an additional 483,312 shares during the period. Qube Research & Technologies Ltd boosted its stake in Sanmina by 354.4% in the third quarter. Qube Research & Technologies Ltd now owns 371,270 shares of the electronics maker’s stock valued at $42,737,000 after acquiring an additional 289,558 shares during the period. Finally, Arrowstreet Capital Limited Partnership acquired a new position in Sanmina in the third quarter valued at approximately $21,196,000. 92.71% of the stock is owned by institutional investors.

Sanmina Stock Performance

SANM opened at $242.36 on Wednesday. The company has a market capitalization of $12.99 billion, a price-to-earnings ratio of 51.24, a price-to-earnings-growth ratio of 0.97 and a beta of 1.54. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.71 and a quick ratio of 1.03. Sanmina Corporation has a 1-year low of $85.66 and a 1-year high of $288.68. The business has a 50 day moving average price of $206.33 and a two-hundred day moving average price of $170.10.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings results on Monday, April 27th. The electronics maker reported $3.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.42 by $0.74. The company had revenue of $4.01 billion for the quarter, compared to analysts’ expectations of $3.28 billion. Sanmina had a return on equity of 16.23% and a net margin of 2.29%.The firm’s revenue was up 102.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.16 earnings per share. Sanmina has set its Q3 2026 guidance at 2.550-2.850 EPS and its FY 2026 guidance at 10.750-11.350 EPS. Research analysts predict that Sanmina Corporation will post 9.36 EPS for the current fiscal year.

Insider Buying and Selling

In other Sanmina news, CFO Jonathan P. Faust sold 10,076 shares of the business’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $265.80, for a total transaction of $2,678,200.80. Following the sale, the chief financial officer directly owned 77,000 shares of the company’s stock, valued at $20,466,600. The trade was a 11.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jure Sola sold 118,368 shares of the business’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $228.84, for a total transaction of $27,087,333.12. Following the sale, the chief executive officer directly owned 1,227,573 shares in the company, valued at approximately $280,917,805.32. This trade represents a 8.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 156,509 shares of company stock valued at $35,699,476 in the last three months. Insiders own 3.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on SANM. JPMorgan Chase & Co. began coverage on Sanmina in a research note on Monday, March 30th. They issued a “neutral” rating and a $145.00 target price for the company. Weiss Ratings upgraded Sanmina from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, May 28th. Zacks Research upgraded Sanmina from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 30th. Susquehanna assumed coverage on Sanmina in a research report on Wednesday, April 1st. They set a “neutral” rating and a $135.00 price objective for the company. Finally, Wall Street Zen upgraded Sanmina from a “buy” rating to a “strong-buy” rating in a research report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $150.00.

Sanmina Profile

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina’s core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.