Vise Technologies Inc. Has $901,000 Position in Sanmina Corporation $SANM

Vise Technologies Inc. raised its position in shares of Sanmina Corporation (NASDAQ:SANM) by 65.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,003 shares of the electronics maker’s stock after purchasing an additional 2,378 shares during the quarter. Vise Technologies Inc.’s holdings in Sanmina were worth $901,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Optiver Holding B.V. increased its stake in shares of Sanmina by 36.6% in the third quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 59 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of Sanmina in the third quarter worth $26,000. Employees Retirement System of Texas acquired a new position in shares of Sanmina in the fourth quarter worth $39,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of Sanmina by 182.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 339 shares of the electronics maker’s stock worth $51,000 after acquiring an additional 219 shares during the last quarter. Finally, Federated Hermes Inc. increased its stake in shares of Sanmina by 88.6% in the third quarter. Federated Hermes Inc. now owns 464 shares of the electronics maker’s stock worth $53,000 after acquiring an additional 218 shares during the last quarter. 92.71% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the stock. Wall Street Zen raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Zacks Research raised shares of Sanmina from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 30th. Weiss Ratings raised shares of Sanmina from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, May 28th. JPMorgan Chase & Co. started coverage on shares of Sanmina in a research note on Monday, March 30th. They issued a “neutral” rating and a $145.00 price target on the stock. Finally, Susquehanna started coverage on shares of Sanmina in a report on Wednesday, April 1st. They issued a “neutral” rating and a $135.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Sanmina currently has an average rating of “Moderate Buy” and a consensus price target of $150.00.

Sanmina Stock Down 3.8%

Shares of SANM stock opened at $242.36 on Wednesday. The stock’s 50 day simple moving average is $206.33 and its 200 day simple moving average is $170.10. Sanmina Corporation has a twelve month low of $85.66 and a twelve month high of $288.68. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.03 and a current ratio of 1.71. The company has a market capitalization of $12.99 billion, a price-to-earnings ratio of 51.24, a PEG ratio of 0.97 and a beta of 1.54.

Sanmina (NASDAQ:SANM) last announced its quarterly earnings results on Monday, April 27th. The electronics maker reported $3.16 EPS for the quarter, beating the consensus estimate of $2.42 by $0.74. Sanmina had a return on equity of 16.23% and a net margin of 2.29%.The company had revenue of $4.01 billion for the quarter, compared to the consensus estimate of $3.28 billion. During the same quarter last year, the company posted $1.16 earnings per share. The company’s revenue for the quarter was up 102.3% compared to the same quarter last year. Sanmina has set its Q3 2026 guidance at 2.550-2.850 EPS and its FY 2026 guidance at 10.750-11.350 EPS. As a group, research analysts predict that Sanmina Corporation will post 9.36 EPS for the current year.

Insiders Place Their Bets

In other Sanmina news, EVP Alan Mcwilliams Reid sold 1,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $218.17, for a total transaction of $218,170.00. Following the completion of the transaction, the executive vice president owned 31,481 shares of the company’s stock, valued at $6,868,209.77. The trade was a 3.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Jure Sola sold 118,368 shares of the company’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $228.84, for a total transaction of $27,087,333.12. Following the sale, the chief executive officer owned 1,227,573 shares of the company’s stock, valued at $280,917,805.32. This trade represents a 8.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 156,509 shares of company stock worth $35,699,476 in the last ninety days. 3.10% of the stock is owned by insiders.

Sanmina Company 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.