Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 21,000 Shares of Samsara Inc. $IOT

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in Samsara Inc. (NYSE:IOT) by 37.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 76,900 shares of the company’s stock after purchasing an additional 21,000 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Samsara were worth $2,726,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Optiver Holding B.V. raised its holdings 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 worth $44,000 after acquiring an additional 1,058 shares in the last quarter. IFP Advisors Inc raised its holdings in shares of Samsara by 194.4% during the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after acquiring an additional 828 shares in the last quarter. Leonteq Securities AG purchased a new stake in shares of Samsara during the 4th quarter worth approximately $76,000. Jones Financial Companies Lllp raised its holdings in shares of Samsara by 73.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock worth $84,000 after acquiring an additional 939 shares in the last quarter. Finally, Quarry LP raised its holdings in shares of Samsara by 95.1% during the 3rd quarter. Quarry LP now owns 2,528 shares of the company’s stock worth $94,000 after acquiring an additional 1,232 shares in the last quarter. 96.02% of the stock is currently owned by institutional investors.

Samsara Trading Down 1.4%

IOT stock opened at $33.60 on Wednesday. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47. The company has a 50-day moving average price of $30.77 and a 200 day moving average price of $32.39. The stock has a market cap of $19.51 billion, a PE ratio of 336.00, a P/E/G ratio of 15.50 and a beta of 1.34.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, June 4th. The company reported $0.17 EPS for the quarter, topping analysts’ consensus estimates of $0.13 by $0.04. Samsara had a net margin of 3.32% and a return on equity of 2.07%. The firm had revenue of $478.84 million during the quarter, compared to analysts’ expectations of $455.21 million. During the same period in the previous year, the company earned $0.11 EPS. The firm’s revenue for the quarter was up 30.5% compared to the same quarter last year. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Sell-side analysts forecast that Samsara Inc. will post 0.08 EPS for the current year.

Insiders Place Their Bets

In other Samsara news, insider Sanjit Biswas sold 31,081 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $31.21, for a total value of $970,038.01. Following the sale, the insider owned 307,056 shares in the company, valued at $9,583,217.76. This trade represents a 9.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Benjamin Louis Kirchhoff sold 2,554 shares of the stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $27.47, for a total value of $70,158.38. Following the completion of the sale, the chief accounting officer owned 111,704 shares in the company, valued at approximately $3,068,508.88. The trade was a 2.24% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 2,719,686 shares of company stock valued at $79,904,640. Insiders own 35.13% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Truist Financial decreased their price objective on Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a report on Tuesday, February 17th. Evercore reaffirmed an “outperform” rating on shares of Samsara in a report on Friday, March 6th. BMO Capital Markets increased their price target on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Piper Sandler restated an “overweight” rating and set a $40.00 price target (up from $39.00) on shares of Samsara in a report on Friday. Finally, Wells Fargo & Company lifted their price objective on shares of Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a research note on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $46.53.

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.