Universal Beteiligungs und Servicegesellschaft mbH Has $13.52 Million Position in Sanmina Corporation $SANM

Universal Beteiligungs und Servicegesellschaft mbH lessened its position in shares of Sanmina Corporation (NASDAQ:SANM) by 33.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 117,477 shares of the electronics maker’s stock after selling 58,082 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Sanmina were worth $13,523,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. TD Waterhouse Canada Inc. lifted its stake in Sanmina by 27.2% during the second quarter. TD Waterhouse Canada Inc. now owns 398 shares of the electronics maker’s stock worth $39,000 after purchasing an additional 85 shares during the last quarter. Trail Ridge Investment Advisors LLC increased its stake in shares of Sanmina by 2.7% in the 3rd quarter. Trail Ridge Investment Advisors LLC now owns 3,264 shares of the electronics maker’s stock valued at $376,000 after purchasing an additional 86 shares during the last quarter. Bank of Montreal Can raised its holdings in shares of Sanmina by 1.5% during the 2nd quarter. Bank of Montreal Can now owns 8,814 shares of the electronics maker’s stock worth $862,000 after buying an additional 128 shares in the last quarter. Moloney Securities Asset Management LLC lifted its position in shares of Sanmina by 3.9% during the 2nd quarter. Moloney Securities Asset Management LLC now owns 3,668 shares of the electronics maker’s stock worth $359,000 after buying an additional 138 shares during the last quarter. Finally, Nisa Investment Advisors LLC boosted its stake in Sanmina by 6.5% in the third quarter. Nisa Investment Advisors LLC now owns 2,753 shares of the electronics maker’s stock valued at $317,000 after buying an additional 168 shares in the last quarter. 92.71% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

SANM has been the topic of a number of recent analyst reports. Wall Street Zen cut Sanmina from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 16th. Zacks Research cut shares of Sanmina from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Sanmina in a report on Wednesday, October 8th. One equities research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Sanmina has a consensus rating of “Hold” and an average target price of $120.00.

Sanmina Price Performance

Sanmina stock opened at $177.83 on Friday. The company has a current ratio of 1.72, a quick ratio of 1.02 and a debt-to-equity ratio of 0.11. The company has a market capitalization of $9.70 billion, a PE ratio of 39.87, a P/E/G ratio of 0.87 and a beta of 1.05. Sanmina Corporation has a 12 month low of $63.67 and a 12 month high of $185.29. The stock has a 50-day moving average price of $158.75 and a two-hundred day moving average price of $135.30.

Sanmina (NASDAQ:SANM) last released its quarterly earnings results on Monday, November 3rd. The electronics maker reported $1.67 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.10. The company had revenue of $2.10 billion for the quarter, compared to analysts’ expectations of $2.05 billion. Sanmina had a return on equity of 11.59% and a net margin of 3.03%.The business’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same period in the previous year, the business posted $1.43 earnings per share. Sanmina has set its Q1 2026 guidance at 1.950-2.250 EPS. Analysts expect that Sanmina Corporation will post 5.15 EPS for the current year.

Insider Activity

In other news, insider Vishnu Venkatesh sold 692 shares of Sanmina stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $149.22, for a total transaction of $103,260.24. Following the transaction, the insider owned 23,500 shares in the company, valued at approximately $3,506,670. The trade was a 2.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 3.22% of the company’s stock.

Sanmina Company 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.