Cwm LLC Buys 6,136 Shares of Sanmina Corporation $SANM

Cwm LLC grew its stake in shares of Sanmina Corporation (NASDAQ:SANM) by 352.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,879 shares of the electronics maker’s stock after buying an additional 6,136 shares during the quarter. Cwm LLC’s holdings in Sanmina were worth $907,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Invesco Ltd. raised its position in Sanmina by 42.4% in the 2nd quarter. Invesco Ltd. now owns 1,251,678 shares of the electronics maker’s stock worth $122,452,000 after purchasing an additional 372,829 shares during the period. Frontier Capital Management Co. LLC increased its holdings in shares of Sanmina by 20.9% in the second 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 period. Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in shares of Sanmina by 1.4% in the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 175,559 shares of the electronics maker’s stock valued at $17,175,000 after acquiring an additional 2,451 shares during the last quarter. Measured Wealth Private Client Group LLC lifted its stake in shares of Sanmina by 60.3% in the 2nd quarter. Measured Wealth Private Client Group LLC now owns 5,466 shares of the electronics maker’s stock valued at $535,000 after acquiring an additional 2,057 shares during the last quarter. Finally, Leuthold Group LLC purchased a new stake in Sanmina during the 2nd quarter valued at about $3,542,000. 92.71% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

SANM has been the topic of a number of analyst reports. Wall Street Zen cut Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 16th. Zacks Research upgraded shares of Sanmina from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 6th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Sanmina in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $120.00.

Sanmina Stock Performance

Shares of SANM stock opened at $154.95 on Wednesday. The stock has a fifty day moving average of $156.14 and a 200 day moving average of $129.36. Sanmina Corporation has a 52 week low of $63.67 and a 52 week high of $178.39. The firm has a market capitalization of $8.45 billion, a price-to-earnings ratio of 34.74, a PEG ratio of 0.74 and a beta of 1.05. The company has a quick ratio of 1.02, a current ratio of 1.72 and a debt-to-equity ratio of 0.11.

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

Insider Transactions at Sanmina

In other Sanmina news, insider Vishnu Venkatesh sold 692 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $149.22, for a total value of $103,260.24. Following the completion of the sale, the insider directly owned 23,500 shares in the company, valued at $3,506,670. This trade represents a 2.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 3.22% of the stock is currently owned by insiders.

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.