EMC Capital Management Has $383,000 Stock Holdings in Sanmina Corporation $SANM

EMC Capital Management lessened its holdings in shares of Sanmina Corporation (NASDAQ:SANM) by 58.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,917 shares of the electronics maker’s stock after selling 5,503 shares during the period. Sanmina accounts for 0.2% of EMC Capital Management’s holdings, making the stock its 26th biggest holding. EMC Capital Management’s holdings in Sanmina were worth $383,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SANM. TD Waterhouse Canada Inc. increased its position in Sanmina by 27.2% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 398 shares of the electronics maker’s stock valued at $39,000 after purchasing an additional 85 shares during the period. Bank of Montreal Can grew its position in shares of Sanmina by 1.5% during the 2nd quarter. Bank of Montreal Can now owns 8,814 shares of the electronics maker’s stock worth $862,000 after buying an additional 128 shares during the period. Moloney Securities Asset Management LLC boosted its stake in Sanmina by 3.9% during the second quarter. Moloney Securities Asset Management LLC now owns 3,668 shares of the electronics maker’s stock worth $359,000 after acquiring an additional 138 shares in the last quarter. XTX Topco Ltd grew its holdings in Sanmina by 1.2% in the first quarter. XTX Topco Ltd now owns 11,886 shares of the electronics maker’s stock worth $905,000 after purchasing an additional 140 shares during the period. Finally, Hsbc Holdings PLC increased its stake in Sanmina by 1.8% in the first quarter. Hsbc Holdings PLC now owns 8,659 shares of the electronics maker’s stock valued at $659,000 after purchasing an additional 152 shares in the last quarter. 92.71% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts recently weighed in on SANM shares. Wall Street Zen downgraded Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Sunday. Weiss Ratings restated a “buy (b)” rating on shares of Sanmina in a report on Wednesday, October 8th. Finally, Zacks Research upgraded Sanmina from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $120.00.

Sanmina Stock Down 1.5%

Sanmina stock opened at $156.45 on Wednesday. Sanmina Corporation has a fifty-two week low of $63.67 and a fifty-two week high of $178.39. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.21 and a current ratio of 1.91. The firm’s 50-day simple moving average is $134.06 and its 200 day simple moving average is $112.11. The stock has a market cap of $8.34 billion, a PE ratio of 33.50, a price-to-earnings-growth ratio of 1.43 and a beta of 1.17.

Sanmina (NASDAQ:SANM) last released its earnings results on Monday, November 3rd. The electronics maker reported $1.67 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.10. The company had revenue of $2.10 billion for the quarter, compared to analysts’ expectations of $2.05 billion. Sanmina had a return on equity of 11.30% and a net margin of 3.22%.The business’s revenue for the quarter was up 3.9% compared to the same quarter last year. During the same period in the previous year, the business posted $1.43 EPS. Sanmina has set its Q1 2026 guidance at 1.950-2.250 EPS. Research analysts predict that Sanmina Corporation will post 5.15 EPS for the current fiscal year.

Sanmina Company Profile

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems.