Universal Beteiligungs und Servicegesellschaft mbH Sells 80,355 Shares of Sanmina Corporation $SANM

Universal Beteiligungs und Servicegesellschaft mbH lowered its stake in shares of Sanmina Corporation (NASDAQ:SANM) by 68.4% during the fourth quarter, HoldingsChannel reports. The firm owned 37,122 shares of the electronics maker’s stock after selling 80,355 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Sanmina were worth $5,572,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Invesco Ltd. raised its stake in shares of Sanmina by 74.6% during the 3rd quarter. Invesco Ltd. now owns 2,185,652 shares of the electronics maker’s stock worth $251,590,000 after purchasing an additional 933,974 shares in the last quarter. Allianz Asset Management GmbH raised its stake in shares of Sanmina by 3.7% during the 3rd quarter. Allianz Asset Management GmbH now owns 776,604 shares of the electronics maker’s stock worth $89,395,000 after purchasing an additional 27,384 shares in the last quarter. Allspring Global Investments Holdings LLC raised its stake in shares of Sanmina by 44.4% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 539,644 shares of the electronics maker’s stock worth $85,960,000 after purchasing an additional 165,805 shares in the last quarter. Vaughan Nelson Investment Management L.P. bought a new stake in shares of Sanmina during the 3rd quarter worth approximately $61,946,000. Finally, Qube Research & Technologies Ltd raised its stake in shares of Sanmina by 354.4% during the 3rd quarter. Qube Research & Technologies Ltd now owns 371,270 shares of the electronics maker’s stock worth $42,737,000 after purchasing an additional 289,558 shares in the last quarter. Institutional investors own 92.71% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on SANM. Susquehanna began coverage on Sanmina in a research note on Wednesday, April 1st. They issued a “neutral” rating and a $135.00 price target on the stock. Zacks Research cut Sanmina from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 30th. JPMorgan Chase & Co. began coverage on Sanmina in a research note on Monday, March 30th. They issued a “neutral” rating and a $145.00 price target on the stock. Weiss Ratings cut Sanmina from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 1st. Finally, Argus upped their price target on shares of Sanmina to $200.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $150.00.

Insiders Place Their Bets

In other Sanmina news, EVP Alan Mcwilliams Reid sold 3,500 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $148.45, for a total transaction of $519,575.00. Following the transaction, the executive vice president owned 33,981 shares in the company, valued at $5,044,479.45. This trade represents a 9.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director David V. Hedley III sold 1,024 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $162.31, for a total value of $166,205.44. Following the transaction, the director owned 6,340 shares in the company, valued at $1,029,045.40. The trade was a 13.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,599 shares of company stock worth $2,290,728 in the last 90 days. Company insiders own 3.10% of the company’s stock.

Sanmina Stock Up 14.6%

SANM stock opened at $215.46 on Wednesday. The company has a debt-to-equity ratio of 0.75, a current ratio of 1.70 and a quick ratio of 1.04. The stock has a market capitalization of $11.77 billion, a price-to-earnings ratio of 45.55, a PEG ratio of 0.83 and a beta of 1.05. The business’s fifty day moving average price is $145.31 and its two-hundred day moving average price is $150.59. Sanmina Corporation has a fifty-two week low of $74.90 and a fifty-two week high of $230.56.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, April 27th. The electronics maker reported $3.16 earnings per share for the quarter, topping the consensus estimate of $2.42 by $0.74. The firm had revenue of $4.01 billion for the quarter, compared to analysts’ expectations of $3.30 billion. Sanmina had a return on equity of 16.31% and a net margin of 2.29%.The company’s quarterly revenue was up 102.3% compared to the same quarter last year. During the same quarter last year, the business 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. On average, equities analysts anticipate that Sanmina Corporation will post 8.69 earnings per share for the current year.

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.