Measured Wealth Private Client Group LLC Reduces Stock Holdings in Sanmina Corporation $SANM

Measured Wealth Private Client Group LLC cut its holdings in Sanmina Corporation (NASDAQ:SANM) by 87.9% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 513 shares of the electronics maker’s stock after selling 3,718 shares during the period. Measured Wealth Private Client Group LLC’s holdings in Sanmina were worth $67,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd acquired a new stake in Sanmina during the third quarter worth $26,000. Employees Retirement System of Texas acquired a new position in shares of Sanmina in the 4th quarter valued at $39,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Sanmina by 182.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 339 shares of the electronics maker’s stock valued at $51,000 after purchasing an additional 219 shares during the last quarter. Steward Partners Investment Advisory LLC grew its holdings in shares of Sanmina by 235.5% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 369 shares of the electronics maker’s stock worth $55,000 after purchasing an additional 259 shares during the period. Finally, Kestra Advisory Services LLC purchased a new position in shares of Sanmina during the 4th quarter worth $60,000. 92.71% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CFO Jonathan P. Faust sold 10,076 shares of the firm’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $265.80, for a total value of $2,678,200.80. Following the sale, the chief financial officer directly owned 77,000 shares in the company, valued at approximately $20,466,600. This trade represents a 11.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alan Mcwilliams Reid sold 1,000 shares of Sanmina stock in a transaction 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 sale, the executive vice president directly owned 31,481 shares of the company’s stock, valued at approximately $6,868,209.77. This trade represents a 3.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 156,509 shares of company stock worth $35,699,476. 3.10% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several analysts recently issued reports on SANM shares. Susquehanna started coverage on shares of Sanmina in a report on Wednesday, April 1st. They issued a “neutral” rating and a $135.00 price objective on the stock. Wall Street Zen cut shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Zacks Research downgraded shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 29th. Weiss Ratings upgraded shares of Sanmina from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 15th. Finally, JPMorgan Chase & Co. assumed coverage on shares of Sanmina in a research report on Monday, March 30th. They set a “neutral” rating and a $145.00 price objective for the company. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Sanmina presently has an average rating of “Hold” and an average price target of $160.00.

Sanmina Stock Performance

Shares of Sanmina stock opened at $218.56 on Friday. Sanmina Corporation has a one year low of $95.49 and a one year high of $288.68. The company has a market cap of $11.71 billion, a PE ratio of 46.21, a P/E/G ratio of 0.83 and a beta of 1.56. 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 business has a 50-day simple moving average of $237.03 and a 200-day simple moving average of $186.62.

Sanmina (NASDAQ:SANM) last issued its earnings results on Monday, April 27th. The electronics maker reported $3.16 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $3.28 billion. During the same quarter last year, the company earned $1.16 earnings per share. The firm’s 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. On average, equities research analysts forecast that Sanmina Corporation will post 9.36 EPS for the current fiscal year.

About Sanmina

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.