Nomura Asset Management Co. Ltd. Acquires 24,000 Shares of Samsara Inc. $IOT

Nomura Asset Management Co. Ltd. increased its holdings in shares of Samsara Inc. (NYSE:IOT) by 26.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 113,510 shares of the company’s stock after purchasing an additional 24,000 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in Samsara were worth $4,024,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Lazard Asset Management LLC boosted its stake in Samsara by 2.0% in the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock worth $520,000 after purchasing an additional 279 shares during the period. Jefferies Financial Group Inc. boosted its stake in Samsara by 1.6% in the 3rd quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock worth $782,000 after purchasing an additional 322 shares during the period. Cim LLC boosted its stake in Samsara by 1.0% in the 3rd quarter. Cim LLC now owns 32,700 shares of the company’s stock worth $1,218,000 after purchasing an additional 326 shares during the period. Empowered Funds LLC boosted its stake in Samsara by 3.4% in the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares during the period. Finally, IFG Advisory LLC boosted its stake in Samsara by 0.8% in the 4th quarter. IFG Advisory LLC now owns 44,814 shares of the company’s stock worth $1,589,000 after purchasing an additional 372 shares during the period. Institutional investors own 96.02% of the company’s stock.

Insider Buying and Selling

In other Samsara news, insider Sanjit Biswas sold 31,081 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $31.21, for a total transaction of $970,038.01. Following the sale, the insider directly owned 307,056 shares in the company, valued at $9,583,217.76. This represents a 9.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 30,345 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $31.20, for a total value of $946,764.00. Following the sale, the insider owned 153,828 shares in the company, valued at approximately $4,799,433.60. This trade represents a 16.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 2,700,139 shares of company stock valued at $79,212,871. 35.13% of the stock is currently owned by company insiders.

Samsara Price Performance

Shares of IOT stock opened at $35.29 on Friday. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $48.40. The stock’s 50 day simple moving average is $30.59 and its two-hundred day simple moving average is $32.44. The company has a market cap of $20.49 billion, a PE ratio of -1,763.47, a price-to-earnings-growth ratio of 10.81 and a beta of 1.34.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. During the same period in the prior year, the business posted $0.11 earnings per share. The company’s quarterly revenue was up 28.3% compared to the same quarter last year. Equities research analysts expect that Samsara Inc. will post 0.08 EPS for the current year.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara beat Q1 fiscal 2027 expectations, reporting EPS of $0.17 versus $0.13 consensus and revenue of $478.8 million versus $455.2 million expected, signaling solid demand for its connected operations platform. Earnings transcript and report
• Positive Sentiment: The company said it is approaching $2 billion in annual recurring revenue and posted 30% growth, suggesting Samsara is still expanding efficiently at scale and benefiting from enterprise adoption and “Operational AI” momentum. ARR growth article
• Positive Sentiment: Management’s guidance was above Wall Street estimates, including Q2 EPS guidance of $0.15-$0.16 and revenue guidance of $482 million-$484 million, while FY2027 EPS guidance of $0.70-$0.72 topped expectations, reinforcing confidence in continued growth.
• Neutral Sentiment: Analysts had already been bracing for the quarterly report, and a pre-earnings pullback suggests some of the positive results may already have been priced in ahead of the announcement. Pre-earnings analysis

Analyst Ratings Changes

Several research analysts have weighed in on IOT shares. UBS Group restated a “buy” rating and issued a $48.00 price target on shares of Samsara in a research note on Friday, March 6th. Evercore restated an “outperform” rating on shares of Samsara in a research note on Friday, March 6th. Weiss Ratings upgraded Samsara from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Monday. Zacks Research downgraded Samsara from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Finally, BTIG Research dropped their price target on Samsara from $55.00 to $45.00 and set a “buy” rating for the company in a research note on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $46.18.

Samsara Company Profile

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.