Samsara Inc. $IOT Shares Sold by PensionDanmark Pensionsforsikringsaktieselskab

PensionDanmark Pensionsforsikringsaktieselskab trimmed its holdings in Samsara Inc. (NYSE:IOT) by 95.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,060 shares of the company’s stock after selling 190,876 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Samsara were worth $326,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Acumen Wealth Advisors LLC purchased a new position in Samsara during the fourth quarter worth about $28,000. Caitong International Asset Management Co. Ltd grew its stake in shares of Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after buying an additional 669 shares during the period. AlphaCentric Advisors LLC acquired a new stake in shares of Samsara during the 4th quarter worth approximately $36,000. IFP Advisors Inc increased 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 buying an additional 828 shares during the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in shares of Samsara during the 4th quarter worth approximately $52,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Price Performance

Shares of NYSE:IOT opened at $40.12 on Tuesday. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The stock has a market cap of $23.38 billion, a P/E ratio of 401.24, a P/E/G ratio of 9.18 and a beta of 1.34. The firm has a fifty day moving average price of $35.15 and a 200 day moving average price of $31.72.

Samsara (NYSE:IOT) last issued its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to analysts’ expectations of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The firm’s revenue for the quarter was up 30.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.11 EPS. 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 expect that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently commented on IOT. Morgan Stanley set a $43.00 price objective on Samsara in a report on Tuesday, July 21st. Zacks Research lowered Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Royal Bank Of Canada increased their price target on shares of Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Jefferies Financial Group upgraded Samsara to a “buy” rating in a research note on Thursday, June 11th. Finally, BTIG Research reiterated a “buy” rating and issued a $45.00 price target on shares of Samsara in a research note on Friday, June 26th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $45.33.

Insider Transactions at Samsara

In other news, CEO Sanjit Biswas sold 57,090 shares of Samsara stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $37.89, for a total transaction of $2,163,140.10. Following the completion of the sale, the chief executive officer directly owned 1,143,671 shares in the company, valued at $43,333,694.19. The trade was a 4.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 57,267 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $37.89, for a total value of $2,169,846.63. Following the completion of the transaction, the insider owned 1,342,795 shares of the company’s stock, valued at $50,878,502.55. This trade represents a 4.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 4,670,622 shares of company stock worth $159,545,759 over the last ninety days. 35.13% of the stock is currently owned by company insiders.

Samsara Company Profile

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.