Intech Investment Management LLC Buys 3,666 Shares of Sanmina Corporation $SANM

Intech Investment Management LLC boosted its stake in shares of Sanmina Corporation (NASDAQ:SANM) by 6.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 63,158 shares of the electronics maker’s stock after buying an additional 3,666 shares during the quarter. Intech Investment Management LLC owned approximately 0.12% of Sanmina worth $9,478,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Optiver Holding B.V. lifted its holdings in Sanmina by 36.6% during the 3rd quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker’s stock valued at $25,000 after buying an additional 59 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in Sanmina during the 3rd quarter valued at about $26,000. Employees Retirement System of Texas bought a new stake in Sanmina during the 4th quarter valued at about $39,000. Federated Hermes Inc. lifted its holdings in Sanmina by 88.6% during the 3rd quarter. Federated Hermes Inc. now owns 464 shares of the electronics maker’s stock valued at $53,000 after buying an additional 218 shares in the last quarter. Finally, USA Financial Formulas bought a new stake in Sanmina during the 4th quarter valued at about $76,000. Institutional investors own 92.71% of the company’s stock.

Sanmina Trading Down 1.3%

NASDAQ SANM opened at $259.73 on Friday. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.03 and a current ratio of 1.71. The company has a market capitalization of $13.92 billion, a price-to-earnings ratio of 54.91, a price-to-earnings-growth ratio of 1.01 and a beta of 1.51. The company’s 50-day simple moving average is $187.68 and its two-hundred day simple moving average is $165.04. Sanmina Corporation has a one year low of $82.45 and a one year high of $270.49.

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

Insider Activity

In other news, Director Joseph G. Licata, Jr. sold 26,565 shares of Sanmina stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $211.03, for a total value of $5,606,011.95. Following the transaction, the director owned 27,809 shares of the company’s stock, valued at $5,868,533.27. The trade was a 48.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Alan Mcwilliams Reid sold 1,000 shares of Sanmina stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $218.17, for a total transaction of $218,170.00. Following the completion of the transaction, the executive vice president directly owned 31,481 shares in the company, valued at approximately $6,868,209.77. The trade was a 3.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 146,433 shares of company stock worth $33,021,275 in the last quarter. 3.10% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on SANM shares. Wall Street Zen downgraded shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 23rd. Weiss Ratings raised shares of Sanmina from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday. Zacks Research raised shares of Sanmina from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 30th. JPMorgan Chase & Co. started coverage on shares of Sanmina in a research report on Monday, March 30th. They set a “neutral” rating and a $145.00 target price on the stock. Finally, Susquehanna started coverage on shares of Sanmina in a research report on Wednesday, April 1st. They set a “neutral” rating and a $135.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Sanmina currently has a consensus rating of “Moderate Buy” and a consensus target price 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.