Sanmina Corporation $SANM Shares Sold by Vaughan Nelson Investment Management L.P.

Vaughan Nelson Investment Management L.P. lessened its stake in shares of Sanmina Corporation (NASDAQ:SANM) by 10.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 483,900 shares of the electronics maker’s stock after selling 54,250 shares during the period. Vaughan Nelson Investment Management L.P. owned approximately 0.89% of Sanmina worth $72,619,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Optiver Holding B.V. grew its holdings 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 valued at $25,000 after buying an additional 59 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of Sanmina in the 3rd quarter valued at $26,000. Root Financial Partners LLC purchased a new position in Sanmina in the 3rd quarter worth $34,000. MAI Capital Management purchased a new position in Sanmina in the 2nd quarter worth $41,000. Finally, Salomon & Ludwin LLC acquired a new stake in Sanmina during the 3rd quarter worth about $41,000. Hedge funds and other institutional investors own 92.71% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on SANM. JPMorgan Chase & Co. initiated coverage on Sanmina in a report on Monday. They issued a “neutral” rating and a $145.00 price objective on the stock. Zacks Research raised Sanmina from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Finally, Argus increased their price target on shares of Sanmina to $200.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $155.00.

Insiders Place Their Bets

In other Sanmina news, CFO Jonathan P. Faust sold 10,075 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $159.30, for a total value of $1,604,947.50. Following the sale, the chief financial officer owned 87,076 shares in the company, valued at approximately $13,871,206.80. This represents a 10.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director David V. Hedley III sold 1,024 shares of Sanmina stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $162.31, for a total transaction of $166,205.44. Following the transaction, the director directly owned 6,340 shares of the company’s stock, valued at approximately $1,029,045.40. This trade represents a 13.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 14,599 shares of company stock worth $2,290,728. Corporate insiders own 3.10% of the company’s stock.

Sanmina Price Performance

Shares of SANM opened at $124.03 on Tuesday. The business’s 50-day moving average is $144.16 and its two-hundred day moving average is $144.92. The company has a market capitalization of $6.77 billion, a P/E ratio of 29.60, a P/E/G ratio of 0.59 and a beta of 1.01. Sanmina Corporation has a fifty-two week low of $63.67 and a fifty-two week high of $185.29. The company has a debt-to-equity ratio of 0.75, a quick ratio of 1.04 and a current ratio of 1.70.

Sanmina (NASDAQ:SANM) last issued its quarterly earnings data on Monday, January 26th. The electronics maker reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.15 by $0.23. The business had revenue of $3.19 billion during the quarter, compared to analysts’ expectations of $3.09 billion. Sanmina had a return on equity of 13.06% and a net margin of 2.47%.The company’s revenue for the quarter was up 59.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.16 EPS. Sanmina has set its Q2 2026 guidance at 2.250-2.550 EPS. Research analysts predict that Sanmina Corporation will post 5.15 earnings per share for the current year.

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.