Kestra Investment Management LLC Purchases New Holdings in Sanmina Corporation $SANM

Kestra Investment Management LLC purchased a new position in Sanmina Corporation (NASDAQ:SANM) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 10,101 shares of the electronics maker’s stock, valued at approximately $2,171,000.

A number of other hedge funds have also modified their holdings of SANM. BlackRock Inc. bought a new stake in Sanmina in the 2nd quarter worth approximately $1,390,702,000. Bank of America Corp DE bought a new position in shares of Sanmina during the 2nd quarter valued at approximately $189,012,000. Alyeska Investment Group L.P. grew its holdings in shares of Sanmina by 365.4% in the second quarter. Alyeska Investment Group L.P. now owns 504,067 shares of the electronics maker’s stock valued at $127,569,000 after purchasing an additional 395,764 shares in the last quarter. Bank of New York Mellon Corp purchased a new position in shares of Sanmina in the second quarter valued at $87,522,000. Finally, Connor Clark & Lunn Investment Management Ltd. purchased a new position in shares of Sanmina in the second quarter valued at $71,410,000. 92.71% of the stock is currently owned by institutional investors.

Sanmina News Summary

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Sanmina reported Q4 revenue of $3.86 billion and non-GAAP EPS of $4.43, beating analyst estimates of $3.48 billion and $3.27, respectively. Revenue rose 84% year over year. Sanmina Q4 and fiscal 2026 results
• Positive Sentiment: The company forecast fiscal 2027 revenue of $17.5 billion–$19.5 billion and non-GAAP EPS of $15.50–$17.50, both above analyst expectations. Its first-quarter EPS outlook also exceeded consensus. Management cited AI and cloud demand, with AI and cloud systems sales reportedly surging, alongside growth in its core business. Sanmina outlook and AI demand
• Neutral Sentiment: JPMorgan lowered its price target to $230 from $270 and maintained a Neutral rating. The reduced target signals a more cautious view, although it remains above the stock’s cited price. JPMorgan analyst action

Sanmina Stock Up 3.9%

Shares of Sanmina stock opened at $155.43 on Wednesday. The company has a market cap of $8.33 billion, a P/E ratio of 22.69, a PEG ratio of 0.41 and a beta of 1.72. Sanmina Corporation has a 52-week low of $118.10 and a 52-week high of $288.68. The company has a quick ratio of 1.06, a current ratio of 1.78 and a debt-to-equity ratio of 0.71. The firm’s 50 day moving average price is $191.55 and its 200-day moving average price is $190.44.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, November 9th. The electronics maker reported $4.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.27 by $1.16. Sanmina had a net margin of 2.60% and a return on equity of 24.00%. The firm had revenue of $3.86 billion for the quarter, compared to the consensus estimate of $3.48 billion. During the same quarter in the prior year, the company posted $1.67 earnings per share. The company’s revenue for the quarter was up 84.0% compared to the same quarter last year. Sanmina has set its Q1 2027 guidance at 3.500-3.850 EPS and its FY 2027 guidance at 15.500-17.500 EPS. On average, sell-side analysts predict that Sanmina Corporation will post 13.20 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on SANM. Wall Street Zen raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a research note on Sunday, October 11th. JPMorgan Chase & Co. dropped their price objective on shares of Sanmina from $270.00 to $230.00 and set a “neutral” rating for the company in a research note on Tuesday. Weiss Ratings downgraded shares of Sanmina from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, September 18th. Finally, Zacks Research downgraded shares of Sanmina from a “strong-buy” rating to a “hold” rating in a report on Monday, September 28th. Two investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Sanmina presently has an average rating of “Hold” and an average target price of $188.33.

About Sanmina

Sanmina Corporation is a provider of integrated manufacturing solutions for companies that develop complex electronic, optical, and electromechanical products. Its services span product design and engineering, supply-chain management, manufacturing, and logistics, as well as repair and other aftermarket support. The company serves customers in markets that include communications networks, cloud and data-center infrastructure, medical and life sciences, automotive, industrial equipment, and aerospace and defense.