Inceptionr LLC Grows Holdings in Sanmina Corporation $SANM

Inceptionr LLC boosted its position in shares of Sanmina Corporation (NASDAQ:SANM) by 99.3% during the first quarter, Holdings Channel.com reports. The fund owned 7,909 shares of the electronics maker’s stock after acquiring an additional 3,941 shares during the quarter. Inceptionr LLC’s holdings in Sanmina were worth $1,025,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also added to or reduced their stakes in SANM. Invesco Ltd. increased its stake in shares of Sanmina by 74.6% in the third quarter. Invesco Ltd. now owns 2,185,652 shares of the electronics maker’s stock worth $251,590,000 after purchasing an additional 933,974 shares in the last quarter. Norges Bank purchased a new position in Sanmina in the 4th quarter worth approximately $101,751,000. Fisher Asset Management LLC grew its holdings in Sanmina by 289.6% during the 4th quarter. Fisher Asset Management LLC now owns 650,173 shares of the electronics maker’s stock valued at $97,571,000 after buying an additional 483,312 shares in the last quarter. Marshall Wace LLP grew its holdings in Sanmina by 520.3% during the 4th quarter. Marshall Wace LLP now owns 428,519 shares of the electronics maker’s stock valued at $64,308,000 after buying an additional 359,441 shares in the last quarter. Finally, Alyeska Investment Group L.P. bought a new stake in shares of Sanmina during the fourth quarter valued at approximately $53,430,000. Hedge funds and other institutional investors own 92.71% of the company’s stock.

Sanmina Stock Performance

NASDAQ:SANM opened at $208.43 on Friday. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.71 and a quick ratio of 1.03. Sanmina Corporation has a 1 year low of $95.49 and a 1 year high of $288.68. The stock’s 50 day simple moving average is $236.49 and its two-hundred day simple moving average is $186.77. The company has a market cap of $11.17 billion, a price-to-earnings ratio of 44.07, a PEG ratio of 0.84 and a beta of 1.56.

Sanmina (NASDAQ:SANM) last issued its quarterly earnings data on Monday, April 27th. The electronics maker reported $3.16 earnings per share (EPS) 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 analysts’ expectations of $3.28 billion. Sanmina had a return on equity of 16.23% and a net margin of 2.29%.The company’s revenue for the quarter was up 102.3% on a year-over-year basis. During the same period in the prior year, the firm earned $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 anticipate that Sanmina Corporation will post 9.36 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Sanmina news, CFO Jonathan P. Faust sold 10,076 shares of the stock in a transaction on Friday, May 29th. The shares were sold at an average price of $265.80, for a total transaction of $2,678,200.80. Following the completion of the transaction, the chief financial officer owned 77,000 shares in the company, valued at $20,466,600. This trade represents a 11.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alan Mcwilliams Reid sold 1,000 shares of Sanmina stock in a transaction on Friday, May 1st. The stock was sold at an average price of $218.17, for a total transaction of $218,170.00. Following the completion of the transaction, the executive vice president directly owned 31,481 shares of the company’s stock, valued at $6,868,209.77. The trade was a 3.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 156,509 shares of company stock valued at $35,699,476 in the last three months. Corporate insiders own 3.10% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on SANM shares. Susquehanna began 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. Weiss Ratings raised shares of Sanmina from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, July 15th. Wall Street Zen downgraded shares of Sanmina from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 18th. JPMorgan Chase & Co. assumed coverage on shares of Sanmina in a research note on Monday, March 30th. They issued a “neutral” rating and a $145.00 price target on the stock. Finally, Zacks Research downgraded shares of Sanmina from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Sanmina presently has a consensus rating of “Hold” and a consensus price target of $160.00.

About Sanmina

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.