Pitcairn Co. Has $1.91 Million Holdings in Samsara Inc. $IOT

Pitcairn Co. lifted its holdings in shares of Samsara Inc. (NYSE:IOT) by 207.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 51,144 shares of the company’s stock after purchasing an additional 34,534 shares during the quarter. Pitcairn Co.’s holdings in Samsara were worth $1,905,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Versant Capital Management Inc grew its position in Samsara by 6,078.6% during the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after buying an additional 851 shares in the last quarter. Optiver Holding B.V. lifted its position in shares of Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after acquiring an additional 1,058 shares during the period. Allworth Financial LP grew its holdings in shares of Samsara by 906.9% during the 2nd quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock worth $46,000 after purchasing an additional 1,052 shares in the last quarter. Penserra Capital Management LLC increased its position in shares of Samsara by 3,202.1% in the second quarter. Penserra Capital Management LLC now owns 1,585 shares of the company’s stock worth $62,000 after purchasing an additional 1,537 shares during the period. Finally, Family Legacy Financial Solutions LLC raised its stake in Samsara by 100.0% in the third quarter. Family Legacy Financial Solutions LLC now owns 2,000 shares of the company’s stock valued at $74,000 after purchasing an additional 1,000 shares in the last quarter. 96.02% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on IOT shares. JPMorgan Chase & Co. increased their price objective on shares of Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. BTIG Research began coverage on shares of Samsara in a research report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price target on the stock. Wells Fargo & Company decreased their price objective on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research note on Thursday, January 22nd. Finally, Piper Sandler reiterated an “overweight” rating and issued a $37.00 price target (down from $49.00) on shares of Samsara in a research note on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $45.69.

Insider Transactions at Samsara

In related news, insider John Bicket sold 263,900 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $25.87, for a total value of $6,827,093.00. Following the completion of the transaction, the insider owned 57,600 shares in the company, valued at $1,490,112. This trade represents a 82.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Benjamin Louis Kirchhoff sold 1,731 shares of Samsara stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $26.64, for a total transaction of $46,113.84. Following the sale, the chief accounting officer owned 121,913 shares in the company, valued at approximately $3,247,762.32. This represents a 1.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 2,905,115 shares of company stock valued at $92,037,864. 46.49% of the stock is currently owned by company insiders.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 beat on both EPS and revenue — reported $0.18 EPS vs. a $0.13 consensus and revenue of $444.3M (up 28.3% YoY), showing continued top-line momentum. Samsara Inc. (IOT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Strong FY2027 and Q1 guidance materially above Street views — FY EPS guide of $0.65–$0.69 vs. ~ $0.33 consensus and Q1 EPS guide of $0.12–$0.13 vs. ~ $0.07; revenue guide also topped expectations — a key catalyst for the rally. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Positive Sentiment: Durable ARR and cash flow trends — ARR reached ~$1.9B (+30% YoY) and operating cash flow improved, supporting the view of efficient growth and providing flexibility for reinvestment. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Neutral Sentiment: Wall Street remains generally positive — multiple buy/overweight ratings and a median 6‑month price target materially above the current share level, providing analyst support but also varying targets. Samsara Inc. (IOT) Stock Rises on Q4 2026 Earnings
• Negative Sentiment: Profitability weakened on some metrics — operating profit and net income declined YoY and the company still shows negative net margin/ROE on reported figures, which tempers the beat. Samsara Inc. (IOT) Stock Rises on Q4 2026 Earnings
• Negative Sentiment: Significant insider selling and notable institutional portfolio shifts were highlighted in the reporting, which could pressure sentiment despite the quarter’s positives. Samsara Inc. (IOT) Stock Rises on Q4 2026 Earnings

Samsara Stock Performance

NYSE IOT opened at $29.85 on Friday. The firm’s fifty day moving average price is $30.39 and its two-hundred day moving average price is $35.53. The stock has a market cap of $17.22 billion, a PE ratio of -373.13 and a beta of 1.60. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $48.40.

Samsara (NYSE:IOT) last released its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.05. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The company had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. During the same quarter last year, the business posted $0.11 EPS. Samsara’s revenue for the quarter was up 28.3% on a year-over-year basis. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, sell-side analysts predict that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

About Samsara

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.