Dynamic Technology Lab Private Ltd Invests $1.89 Million in Sanmina Corporation $SANM

Dynamic Technology Lab Private Ltd bought a new stake in Sanmina Corporation (NASDAQ:SANM) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 16,429 shares of the electronics maker’s stock, valued at approximately $1,891,000.

Several other large investors also recently bought and sold shares of the business. Invesco Ltd. lifted its position in Sanmina by 42.4% during the second quarter. Invesco Ltd. now owns 1,251,678 shares of the electronics maker’s stock valued at $122,452,000 after purchasing an additional 372,829 shares during the last quarter. Frontier Capital Management Co. LLC increased its holdings in shares of Sanmina by 20.9% in the 2nd quarter. Frontier Capital Management Co. LLC now owns 1,231,884 shares of the electronics maker’s stock worth $120,515,000 after buying an additional 213,025 shares during the last quarter. Global Alpha Capital Management Ltd. increased its holdings in shares of Sanmina by 6.7% in the 2nd quarter. Global Alpha Capital Management Ltd. now owns 868,891 shares of the electronics maker’s stock worth $85,004,000 after buying an additional 54,200 shares during the last quarter. Allianz Asset Management GmbH raised its position in shares of Sanmina by 3.7% during the 3rd quarter. Allianz Asset Management GmbH now owns 776,604 shares of the electronics maker’s stock valued at $89,395,000 after buying an additional 27,384 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of Sanmina during the 2nd quarter valued at about $63,671,000. Institutional investors own 92.71% of the company’s stock.

Sanmina Price Performance

Sanmina stock opened at $123.00 on Friday. The firm has a 50-day moving average price of $154.33 and a 200-day moving average price of $143.52. The firm has a market capitalization of $6.72 billion, a PE ratio of 29.36, a price-to-earnings-growth ratio of 0.56 and a beta of 1.01. The company has a current ratio of 1.70, a quick ratio of 1.04 and a debt-to-equity ratio of 0.75. Sanmina Corporation has a 12-month low of $63.67 and a 12-month high of $185.29.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, January 26th. The electronics maker reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.15 by $0.23. Sanmina had a return on equity of 13.06% and a net margin of 2.47%.The company had revenue of $3.19 billion during the quarter, compared to analysts’ expectations of $3.09 billion. During the same quarter in the previous year, the business earned $1.16 EPS. Sanmina’s revenue was up 59.0% compared to the same quarter last year. Sanmina has set its Q2 2026 guidance at 2.250-2.550 EPS. As a group, equities research analysts forecast that Sanmina Corporation will post 5.15 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on SANM shares. Zacks Research upgraded Sanmina from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Argus upped their price objective on Sanmina to $200.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Finally, Wall Street Zen lowered Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 16th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $160.00.

Insider Activity at Sanmina

In related news, CFO Jonathan P. Faust sold 10,075 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $159.30, for a total value of $1,604,947.50. Following the transaction, the chief financial officer owned 87,076 shares of the company’s stock, valued at $13,871,206.80. This trade represents a 10.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director David V. Hedley III sold 1,024 shares of Sanmina stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $162.31, for a total transaction of $166,205.44. Following the sale, the director owned 6,340 shares of the company’s stock, valued at $1,029,045.40. The trade was a 13.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 15,291 shares of company stock worth $2,393,988. 3.10% of the stock is currently owned by corporate insiders.

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.