Sanmina Corporation $SANM Shares Purchased by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp boosted its holdings in Sanmina Corporation (NASDAQ:SANM) by 693.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 10,131 shares of the electronics maker’s stock after acquiring an additional 8,854 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Sanmina were worth $1,520,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Optiver Holding B.V. grew its stake in Sanmina by 36.6% in the 3rd quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 59 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Sanmina in the 3rd quarter valued at about $26,000. Root Financial Partners LLC purchased a new position in Sanmina in the 3rd quarter valued at about $34,000. Salomon & Ludwin LLC purchased a new position in Sanmina in the 3rd quarter valued at about $41,000. Finally, Federated Hermes Inc. lifted its holdings in Sanmina by 88.6% in the 3rd quarter. Federated Hermes Inc. now owns 464 shares of the electronics maker’s stock valued at $53,000 after purchasing an additional 218 shares in the last quarter. 92.71% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Sanmina

In other news, Director Joseph G. Licata, Jr. sold 26,565 shares of the stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $211.03, for a total transaction of $5,606,011.95. Following the transaction, the director directly owned 27,809 shares in the company, valued at $5,868,533.27. This represents a 48.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Jonathan P. Faust sold 10,075 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $159.30, for a total transaction of $1,604,947.50. Following the transaction, the chief financial officer owned 87,076 shares in the company, valued at approximately $13,871,206.80. The trade was a 10.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 42,664 shares of company stock valued at $8,224,670. Insiders own 3.10% of the company’s stock.

Trending Headlines about Sanmina

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Company-level strength: coverage highlights Sanmina’s strong Q1 results and cost discipline, reinforcing the recent earnings beat and guidance that pushed investor enthusiasm. Sanmina, Northwest, and Cincinnati post strong Q1 on cost discipline
• Positive Sentiment: Analyst/coverage momentum: Zacks added SANM to its Rank #1 (Strong Buy) growth stocks list, supporting continued buying interest from momentum and growth-focused investors. Best Growth Stocks to Buy for May 4th
• Positive Sentiment: Investor sentiment lift: coverage explaining why SANM “skyrocketed” this week points to buy signals from the latest business update — a supporting narrative for further momentum. Why Sanmina Stock Skyrocketed This Week
• Neutral Sentiment: Momentum recognition: Zacks also highlighted SANM among stocks trading near 52-week highs, signaling technical strength but not guaranteeing follow-through. 4 Stocks Trading Near 52-Week High With More Upside Potential
• Neutral Sentiment: Analyst Q&A and peer comparisons: follow-up pieces (analyst questions from the Q1 call and a Jabil vs. Sanmina comparison) provide deeper context for investors deciding between valuation and growth profiles. 5 must-read analyst questions from Sanmina’s Q1 earnings call Which Is a Better Investment, Jabil Inc. or Sanmina Corporation Stock?
• Negative Sentiment: Insider selling — EVP Alan Mcwilliams Reid sold 1,000 shares at about $218, trimming his stake; such sales can be perceived as a signal to short-term traders. Alan Mcwilliams Reid SEC filing
• Negative Sentiment: Insider selling — Director David V. Hedley III sold 500 shares at roughly $219.5, another small but visible insider sale. David V. Hedley III SEC filing
• Negative Sentiment: Large insider sale reported: a separate filing covered a 26,565-share sale by Joseph Licata Jr., which may amplify short-term selling pressure. Joseph Licata, Jr. Sells 26,565 Shares of Sanmina Stock

Sanmina Trading Down 3.0%

Shares of SANM stock opened at $216.54 on Tuesday. The firm has a market cap of $11.61 billion, a P/E ratio of 45.78, a PEG ratio of 0.86 and a beta of 1.50. Sanmina Corporation has a 1-year low of $77.35 and a 1-year high of $230.56. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.71 and a quick ratio of 1.03. The firm’s 50-day simple moving average is $147.92 and its 200-day simple moving average is $151.83.

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

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. JPMorgan Chase & Co. assumed coverage on shares of Sanmina in a report on Monday, March 30th. They issued a “neutral” rating and a $145.00 target price on the stock. Weiss Ratings upgraded shares of Sanmina from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, April 29th. Wall Street Zen upgraded shares of Sanmina from a “buy” rating to a “strong-buy” rating in a report on Saturday. Susquehanna assumed coverage on shares of Sanmina in a report on Wednesday, April 1st. They issued a “neutral” rating and a $135.00 target price on the stock. Finally, Zacks Research upgraded shares of Sanmina from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average 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.