Securian Asset Management Inc. Buys 246 Shares of Super Micro Computer, Inc. $SMCI

Securian Asset Management Inc. grew its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) by 0.9% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,834 shares of the company’s stock after purchasing an additional 246 shares during the quarter. Securian Asset Management Inc.’s holdings in Super Micro Computer were worth $1,315,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Eastern Bank bought a new position in shares of Super Micro Computer in the first quarter valued at approximately $29,000. Beaird Harris Wealth Management LLC bought a new position in shares of Super Micro Computer in the first quarter valued at approximately $34,000. TD Private Client Wealth LLC lifted its holdings in shares of Super Micro Computer by 46.0% in the second quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock valued at $39,000 after purchasing an additional 252 shares in the last quarter. Advisors Asset Management Inc. bought a new position in shares of Super Micro Computer in the first quarter valued at approximately $39,000. Finally, CarsonAllaria Wealth Management Ltd. bought a new position in shares of Super Micro Computer in the first quarter valued at approximately $43,000. Institutional investors own 84.06% of the company’s stock.

Insider Buying and Selling

In related news, CEO Charles Liang sold 200,000 shares of the business’s stock in a transaction on Monday, July 28th. The stock was sold at an average price of $60.00, for a total transaction of $12,000,000.00. Following the sale, the chief executive officer directly owned 40,426,120 shares in the company, valued at approximately $2,425,567,200. The trade was a 0.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Liang Chiu-Chu Sara Liu sold 200,000 shares of the firm’s stock in a transaction dated Monday, July 28th. The stock was sold at an average price of $60.00, for a total value of $12,000,000.00. Following the completion of the transaction, the director owned 40,426,120 shares of the company’s stock, valued at approximately $2,425,567,200. This represents a 0.49% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 490,000 shares of company stock valued at $27,890,950 in the last ninety days. 16.30% of the stock is owned by company insiders.

Super Micro Computer Stock Performance

Shares of SMCI opened at $47.92 on Friday. The firm has a market cap of $28.48 billion, a PE ratio of 28.87, a PEG ratio of 1.31 and a beta of 1.55. The stock’s fifty day moving average price is $47.38 and its two-hundred day moving average price is $44.61. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25. Super Micro Computer, Inc. has a 1 year low of $17.25 and a 1 year high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last issued its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.44 by ($0.03). The firm had revenue of $5.76 billion during the quarter, compared to the consensus estimate of $5.88 billion. Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The business’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.25 earnings per share. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. On average, equities research analysts forecast that Super Micro Computer, Inc. will post 1.86 EPS for the current year.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Barclays increased their price target on Super Micro Computer from $29.00 to $45.00 and gave the company an “equal weight” rating in a research report on Thursday, August 7th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Super Micro Computer in a research report on Wednesday, October 8th. Wedbush reaffirmed a “neutral” rating and set a $30.00 price target on shares of Super Micro Computer in a research report on Monday, August 4th. Citigroup reaffirmed a “neutral” rating and set a $52.00 price target (up from $37.00) on shares of Super Micro Computer in a research report on Friday, July 11th. Finally, Zacks Research raised Super Micro Computer to a “hold” rating in a research report on Monday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $46.43.

Super Micro Computer Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.