LSV Asset Management Has $19.04 Million Stock Holdings in Sanmina Corporation $SANM

LSV Asset Management lowered its holdings in Sanmina Corporation (NASDAQ:SANM) by 71.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 126,900 shares of the electronics maker’s stock after selling 325,073 shares during the quarter. LSV Asset Management’s holdings in Sanmina were worth $19,044,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. Invesco Ltd. lifted its holdings in shares of Sanmina by 74.6% during the third quarter. Invesco Ltd. now owns 2,185,652 shares of the electronics maker’s stock worth $251,590,000 after buying an additional 933,974 shares during the last quarter. Qube Research & Technologies Ltd grew its stake in shares of Sanmina by 354.4% in the third quarter. Qube Research & Technologies Ltd now owns 371,270 shares of the electronics maker’s stock worth $42,737,000 after acquiring an additional 289,558 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new position in Sanmina during the third quarter worth $21,196,000. Fisher Asset Management LLC bought a new position in Sanmina during the third quarter worth $19,207,000. Finally, Allspring Global Investments Holdings LLC raised its stake in Sanmina by 44.4% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 539,644 shares of the electronics maker’s stock valued at $85,960,000 after purchasing an additional 165,805 shares during the last quarter. 92.71% of the stock is owned by institutional investors.

Sanmina Price Performance

SANM opened at $246.44 on Tuesday. The company has a market capitalization of $13.21 billion, a P/E ratio of 52.10, a P/E/G ratio of 0.95 and a beta of 1.51. 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 fifty day moving average price is $176.76 and its two-hundred day moving average price is $162.51. Sanmina Corporation has a fifty-two week low of $82.45 and a fifty-two week high of $255.21.

Sanmina (NASDAQ:SANM) last announced its quarterly earnings data on Monday, April 27th. The electronics maker reported $3.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.42 by $0.74. The company had revenue of $4.01 billion during the quarter, compared to analysts’ expectations of $3.28 billion. Sanmina had a net margin of 2.29% and a return on equity of 16.23%. The business’s revenue was up 102.3% on a year-over-year basis. During the same quarter in the prior year, the company 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. On average, analysts anticipate that Sanmina Corporation will post 9.36 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Weiss Ratings downgraded shares of Sanmina from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, May 13th. Wall Street Zen lowered shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Argus increased their target price on shares of Sanmina to $200.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. started coverage on Sanmina in a research report on Monday, March 30th. They set a “neutral” rating and a $145.00 target price on the stock. Finally, Zacks Research upgraded Sanmina from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, Sanmina presently has an average rating of “Moderate Buy” and a consensus target price of $150.00.

Insider Buying and Selling at Sanmina

In related news, CEO Jure Sola sold 118,368 shares of the stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $228.84, for a total value of $27,087,333.12. Following the completion of the transaction, the chief executive officer owned 1,227,573 shares of the company’s stock, valued at $280,917,805.32. This represents a 8.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Joseph G. Licata, Jr. sold 26,565 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $211.03, for a total transaction of $5,606,011.95. Following the transaction, the director owned 27,809 shares of the company’s stock, valued at approximately $5,868,533.27. This represents a 48.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 146,433 shares of company stock worth $33,021,275. 3.10% of the stock is currently owned by company insiders.

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.