SG Americas Securities LLC Boosts Stock Position in Sanmina Corporation $SANM

SG Americas Securities LLC raised its holdings in Sanmina Corporation (NASDAQ:SANM) by 113.1% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,778 shares of the electronics maker’s stock after acquiring an additional 4,128 shares during the quarter. SG Americas Securities LLC’s holdings in Sanmina were worth $895,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of SANM. Invesco Ltd. lifted its holdings in Sanmina by 42.4% during the 2nd quarter. Invesco Ltd. now owns 1,251,678 shares of the electronics maker’s stock valued at $122,452,000 after buying an additional 372,829 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH increased its position in shares of Sanmina by 1.4% during the second quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 175,559 shares of the electronics maker’s stock worth $17,175,000 after acquiring an additional 2,451 shares during the period. Frontier Capital Management Co. LLC raised its stake in shares of Sanmina by 20.9% during the second quarter. Frontier Capital Management Co. LLC now owns 1,231,884 shares of the electronics maker’s stock valued at $120,515,000 after acquiring an additional 213,025 shares in the last quarter. Measured Wealth Private Client Group LLC boosted its holdings in shares of Sanmina by 60.3% in the second quarter. Measured Wealth Private Client Group LLC now owns 5,466 shares of the electronics maker’s stock valued at $535,000 after purchasing an additional 2,057 shares during the period. Finally, Allspring Global Investments Holdings LLC grew its stake in Sanmina by 81.9% in the third quarter. Allspring Global Investments Holdings LLC now owns 373,839 shares of the electronics maker’s stock worth $43,560,000 after purchasing an additional 168,376 shares in the last quarter. Hedge funds and other institutional investors own 92.71% of the company’s stock.

Insiders Place Their Bets

In other Sanmina news, insider Vishnu Venkatesh sold 692 shares of Sanmina stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $149.22, for a total value of $103,260.24. Following the transaction, the insider directly owned 23,500 shares of the company’s stock, valued at approximately $3,506,670. The trade was a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 3.22% of the stock is currently owned by company insiders.

Sanmina Trading Up 1.7%

Shares of NASDAQ:SANM opened at $177.44 on Tuesday. The company has a market capitalization of $9.68 billion, a PE ratio of 39.78, a P/E/G ratio of 0.86 and a beta of 1.05. The company has a current ratio of 1.72, a quick ratio of 1.02 and a debt-to-equity ratio of 0.11. Sanmina Corporation has a 12-month low of $63.67 and a 12-month high of $178.87. The business’s fifty day simple moving average is $157.56 and its 200-day simple moving average is $133.62.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on SANM shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Sanmina in a research report on Wednesday, October 8th. Zacks Research downgraded Sanmina from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Finally, Wall Street Zen lowered shares of 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 Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $120.00.

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.