Sanctuary Advisors LLC Boosts Stock Position in Sanmina Corporation $SANM

Sanctuary Advisors LLC boosted its holdings in shares of Sanmina Corporation (NASDAQ:SANM) by 137.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,244 shares of the electronics maker’s stock after purchasing an additional 4,766 shares during the quarter. Sanctuary Advisors LLC’s holdings in Sanmina were worth $1,237,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Optiver Holding B.V. raised its position in shares of Sanmina by 36.6% during the 3rd 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 in the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Sanmina in the third quarter worth about $26,000. Root Financial Partners LLC purchased a new position in Sanmina in the third quarter worth about $34,000. Federated Hermes Inc. increased its stake in Sanmina by 88.6% during 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. Finally, TD Waterhouse Canada Inc. raised its position in Sanmina by 40.5% during the third quarter. TD Waterhouse Canada Inc. now owns 559 shares of the electronics maker’s stock valued at $65,000 after purchasing an additional 161 shares during the period. 92.71% of the stock is owned by hedge funds and other institutional investors.

Sanmina Trading Up 2.5%

SANM opened at $221.89 on Wednesday. The company has a quick ratio of 1.03, a current ratio of 1.71 and a debt-to-equity ratio of 0.77. The stock’s fifty day moving average is $149.37 and its two-hundred day moving average is $152.46. The company has a market capitalization of $11.89 billion, a P/E ratio of 46.91, a PEG ratio of 0.83 and a beta of 1.51. Sanmina Corporation has a 52 week low of $77.35 and a 52 week high of $230.56.

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Zacks Research raised Sanmina from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 30th. Argus lifted their price objective on shares of Sanmina to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Wall Street Zen raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Weiss Ratings upgraded shares of Sanmina from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, April 29th. Finally, JPMorgan Chase & Co. began coverage on shares of Sanmina in a research note on Monday, March 30th. They set a “neutral” rating and a $145.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $150.00.

Key Stories Impacting Sanmina

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Quarterly results and guidance: Sanmina reported a sizeable Q1 beat (revenue +102% YoY, EPS well above consensus) and provided strong FY/Q3 2026 guidance, which is the primary catalyst for investor optimism. Sanmina, Northwest, and Cincinnati post strong Q1 on cost discipline
• Positive Sentiment: Analyst/momentum endorsements: Zacks has added SANM to its Rank #1 (Strong Buy) growth list and published momentum-focused writeups highlighting Sanmina as a top momentum pick, supporting further buying from growth traders. Best Growth Stocks to Buy for May 5th
• Positive Sentiment: Institutional support: Several large funds have recently increased stakes (Invesco, Geode, Vaughan Nelson, etc.), which reduces free float and can amplify positive momentum. SANM stock page
• Neutral Sentiment: Technical strength: Coverage notes SANM trading near 52‑week highs, signaling momentum but not guaranteeing follow‑through; this is more a technical tailwind than a fundamental change. 4 Stocks Trading Near 52-Week High With More Upside Potential
• Neutral Sentiment: Follow-up research: Analyst Q&A from the Q1 call and peer comparisons (Jabil vs. Sanmina) offer deeper context for investors weighing valuation versus growth. 5 must-read analyst questions from Sanmina’s Q1 earnings call
• Negative Sentiment: Insider selling — EVP Alan Mcwilliams Reid sold 1,000 shares (~$218 each), a modest trim that can be perceived negatively by short‑term traders. Alan Mcwilliams Reid SEC filing
• Negative Sentiment: Insider selling — Director David V. Hedley III sold 500 shares at roughly $219.5; combined with other insider sales it adds short‑term selling pressure. David V. Hedley III SEC filing
• Negative Sentiment: Large insider sale: a reported 26,565‑share sale by Joseph Licata Jr. is more material and may increase near‑term supply. Joseph Licata, Jr. Sells 26,565 Shares of Sanmina Stock

Insider Buying and Selling at Sanmina

In other news, CFO Jonathan P. Faust sold 10,075 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $159.30, for a total value of $1,604,947.50. Following the completion of the sale, the chief financial officer owned 87,076 shares of the company’s stock, valued at approximately $13,871,206.80. This represents a 10.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director David V. Hedley III sold 1,024 shares of the 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 owned 6,340 shares in the company, valued at approximately $1,029,045.40. This represents a 13.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,664 shares of company stock valued at $8,224,670 in the last 90 days. Insiders own 3.10% of the company’s stock.

About Sanmina

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.