Sanmina Corporation $SANM Shares Newly Acquired by Kestra Investment Management LLC

Kestra Investment Management LLC bought a new stake in Sanmina Corporation (NASDAQ:SANM) during the third quarter, HoldingsChannel reports. The fund bought 10,101 shares of the electronics maker’s stock, valued at approximately $2,171,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. RFG Advisory LLC purchased a new position in shares of Sanmina during the second quarter worth $1,218,000. Ausbil Investment Management Ltd lifted its position in Sanmina by 124.2% during the third quarter. Ausbil Investment Management Ltd now owns 17,157 shares of the electronics maker’s stock valued at $3,687,000 after purchasing an additional 9,503 shares during the period. Bank of America Corp DE acquired a new position in Sanmina during the second quarter valued at $189,012,000. Assenagon Asset Management S.A. acquired a new position in Sanmina during the third quarter valued at $4,416,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in Sanmina by 18.0% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 122,167 shares of the electronics maker’s stock valued at $30,918,000 after purchasing an additional 18,618 shares during the last quarter. Institutional investors and hedge funds own 92.71% of the company’s stock.

Analyst Ratings Changes

SANM has been the topic of several recent research reports. Weiss Ratings lowered shares of Sanmina from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, September 18th. Zacks Research lowered Sanmina from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. Wall Street Zen raised Sanmina from a “buy” rating to a “strong-buy” rating in a report on Sunday, October 11th. Finally, JPMorgan Chase & Co. lowered their target price on Sanmina from $270.00 to $230.00 and set a “neutral” rating on the stock in a research note on Tuesday. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Sanmina currently has a consensus rating of “Hold” and an average target price of $188.33.

Key Stories Impacting Sanmina

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Sanmina reported Q4 revenue of $3.86 billion and non-GAAP EPS of $4.43, beating analyst estimates of $3.48 billion and $3.27, respectively. Revenue rose 84% year over year. Sanmina Q4 and fiscal 2026 results
• Positive Sentiment: The company forecast fiscal 2027 revenue of $17.5 billion–$19.5 billion and non-GAAP EPS of $15.50–$17.50, both above analyst expectations. Its first-quarter EPS outlook also exceeded consensus. Management cited AI and cloud demand, with AI and cloud systems sales reportedly surging, alongside growth in its core business. Sanmina outlook and AI demand
• Neutral Sentiment: JPMorgan lowered its price target to $230 from $270 and maintained a Neutral rating. The reduced target signals a more cautious view, although it remains above the stock’s cited price. JPMorgan analyst action

Sanmina Stock Performance

Shares of SANM stock opened at $155.43 on Wednesday. The company has a current ratio of 1.78, a quick ratio of 1.06 and a debt-to-equity ratio of 0.71. Sanmina Corporation has a 12-month low of $118.10 and a 12-month high of $288.68. The business’s 50 day moving average is $191.55 and its two-hundred day moving average is $190.44. The company has a market capitalization of $8.33 billion, a P/E ratio of 22.69, a P/E/G ratio of 0.41 and a beta of 1.72.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, November 9th. The electronics maker reported $4.43 EPS for the quarter, beating analysts’ consensus estimates of $3.27 by $1.16. The business had revenue of $3.86 billion during the quarter, compared to analysts’ expectations of $3.48 billion. Sanmina had a return on equity of 24.00% and a net margin of 2.60%. The business’s revenue was up 84.0% compared to the same quarter last year. During the same period in the previous year, the business earned $1.67 earnings per share. Sanmina has set its Q1 2027 guidance at 3.500-3.850 EPS and its FY 2027 guidance at 15.500-17.500 EPS. Analysts expect that Sanmina Corporation will post 13.20 EPS for the current fiscal year.

Sanmina Profile

Sanmina Corporation is a provider of integrated manufacturing solutions for companies that develop complex electronic, optical, and electromechanical products. Its services span product design and engineering, supply-chain management, manufacturing, and logistics, as well as repair and other aftermarket support. The company serves customers in markets that include communications networks, cloud and data-center infrastructure, medical and life sciences, automotive, industrial equipment, and aerospace and defense.