Key Points
- Insider sale: Vishnu Venkatesh sold 692 shares on Dec. 17 at an average price of $149.22 for $103,260, reducing his stake by 2.86% to 23,500 shares (≈$3.51M), as disclosed in an SEC filing.
- Quarterly results & guidance: Sanmina reported $1.67 EPS vs. $1.57 expected and $2.10B revenue vs. $2.05B, with revenue up 3.9% y/y and Q1 2026 EPS guidance of $1.95–2.25; analysts project $5.15 EPS for the fiscal year.
- Market view & ownership: Shares trade near $145 with a $7.91B market cap and P/E of 32.5, are 92.7% institutionally owned, and carry a MarketBeat average rating of "Buy" with an average target of $120.
Sanmina Corporation (NASDAQ:SANM - Get Free Report) insider Vishnu Venkatesh sold 692 shares of the business's stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $149.22, for a total transaction of $103,260.24. Following the completion of the sale, the insider owned 23,500 shares in the company, valued at approximately $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 through the SEC website.
Sanmina Stock Up 1.5%
SANM stock opened at $144.99 on Friday. The firm has a 50 day simple moving average of $150.04 and a 200 day simple moving average of $122.85. The firm has a market cap of $7.91 billion, a PE ratio of 32.51, a P/E/G ratio of 0.69 and a beta of 1.03. Sanmina Corporation has a 12 month low of $63.67 and a 12 month high of $178.39. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.72 and a quick ratio of 1.02.
Sanmina (NASDAQ:SANM - Get Free Report) last posted its quarterly earnings data on Monday, November 3rd. The electronics maker reported $1.67 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 company had revenue of $2.10 billion during the quarter, compared to analyst estimates of $2.05 billion. During the same period in the prior year, the firm earned $1.43 earnings per share. The business's quarterly revenue was up 3.9% on a year-over-year basis. Sanmina has set its Q1 2026 guidance at 1.950-2.250 EPS. Equities research analysts forecast that Sanmina Corporation will post 5.15 earnings per share for the current fiscal year.
Institutional Investors Weigh In On Sanmina
Several large investors have recently modified their holdings of the stock. Optiver Holding B.V. raised its position in shares of Sanmina by 36.6% during the third quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker's stock worth $25,000 after purchasing an additional 59 shares during the period. Vise Technologies Inc. lifted its position in shares of Sanmina by 2.0% in the third quarter. Vise Technologies Inc. now owns 3,625 shares of the electronics maker's stock worth $417,000 after purchasing an additional 71 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in shares of Sanmina by 7.7% during the 3rd quarter. Jones Financial Companies Lllp now owns 1,127 shares of the electronics maker's stock worth $129,000 after buying an additional 81 shares during the last quarter. Allworth Financial LP boosted its position in Sanmina by 1.4% during the third quarter. Allworth Financial LP now owns 5,795 shares of the electronics maker's stock valued at $667,000 after purchasing an additional 81 shares during the last quarter. Finally, TD Waterhouse Canada Inc. grew its stake in shares of Sanmina by 27.2% in the second quarter. TD Waterhouse Canada Inc. now owns 398 shares of the electronics maker's stock valued at $39,000 after buying an additional 85 shares in the last quarter. 92.71% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets
Several equities analysts have weighed in on the company. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Sanmina in a research note on Wednesday, October 8th. Wall Street Zen lowered Sanmina from a "strong-buy" rating to a "buy" rating in a report on Sunday, November 16th. Finally, Zacks Research raised shares of Sanmina from a "hold" rating to a "strong-buy" rating in a report on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and one has assigned a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Buy" and an average target price of $120.00.
Get Our Latest Stock Analysis on Sanmina
Sanmina Company Profile
(
Get Free Report)
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems.
Further Reading
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