Mitsubishi UFJ Trust & Banking Corp Reduces Stock Position in Samsara Inc. $IOT

Mitsubishi UFJ Trust & Banking Corp trimmed its holdings in Samsara Inc. (NYSE:IOT) by 14.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 937,362 shares of the company’s stock after selling 159,856 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.16% of Samsara worth $34,917,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Lazard Freres Gestion S.A.S. purchased a new position in Samsara during the 3rd quarter valued at about $2,235,000. JPMorgan Chase & Co. lifted its holdings in shares of Samsara by 28.9% in the second quarter. JPMorgan Chase & Co. now owns 1,380,514 shares of the company’s stock worth $54,917,000 after buying an additional 309,920 shares in the last quarter. Lunate Capital Ltd bought a new position in shares of Samsara in the second quarter valued at approximately $905,000. Windmill Hill Asset Management Ltd grew its stake in Samsara by 126.7% during the second quarter. Windmill Hill Asset Management Ltd now owns 21,665 shares of the company’s stock valued at $862,000 after acquiring an additional 12,107 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in Samsara by 18.3% during the second quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock valued at $1,106,012,000 after acquiring an additional 4,307,755 shares in the last quarter. Institutional investors own 96.02% of the company’s stock.

Samsara Stock Performance

Shares of NYSE:IOT opened at $32.08 on Monday. The firm has a market capitalization of $18.51 billion, a PE ratio of -401.05 and a beta of 1.62. Samsara Inc. has a 52-week low of $31.25 and a 52-week high of $61.90. The firm has a fifty day moving average of $36.95 and a 200 day moving average of $37.38.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The firm had revenue of $415.98 million for the quarter, compared to analysts’ expectations of $398.92 million. During the same quarter in the previous year, the business earned $0.07 EPS. The company’s revenue for the quarter was up 29.2% on a year-over-year basis. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. On average, sell-side analysts forecast that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Dominic Phillips sold 18,348 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $34.24, for a total value of $628,235.52. Following the completion of the sale, the insider directly owned 573,114 shares in the company, valued at approximately $19,623,423.36. The trade was a 3.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider John Bicket sold 263,900 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $32.43, for a total transaction of $8,558,277.00. Following the completion of the sale, the insider directly owned 78,800 shares of the company’s stock, valued at $2,555,484. This trade represents a 77.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,874,559 shares of company stock worth $104,019,864 over the last ninety days. Corporate insiders own 46.49% of the company’s stock.

Analyst Ratings Changes

IOT has been the topic of several recent analyst reports. BMO Capital Markets increased their target price on shares of Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Evercore ISI set a $50.00 price target on shares of Samsara and gave the stock an “outperform” rating in a report on Wednesday, October 1st. Exane BNP Paribas upgraded Samsara to a “strong-buy” rating in a research report on Thursday, January 15th. JPMorgan Chase & Co. boosted their target price on Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Finally, Jefferies Financial Group set a $57.00 price target on Samsara in a report on Wednesday, December 10th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Samsara has an average rating of “Moderate Buy” and an average target price of $50.56.

Samsara Profile

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.