Sanmina Corporation $SANM Stock Position Lifted by Susquehanna Fundamental Investments LLC

Susquehanna Fundamental Investments LLC boosted its stake in Sanmina Corporation (NASDAQ:SANM) by 465.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,035 shares of the electronics maker’s stock after buying an additional 16,492 shares during the quarter. Susquehanna Fundamental Investments LLC’s holdings in Sanmina were worth $5,070,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the stock. ANB Bank increased its stake in shares of Sanmina by 3.2% in the first quarter. ANB Bank now owns 1,645 shares of the electronics maker’s stock worth $213,000 after acquiring an additional 51 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in Sanmina by 5.4% in the first quarter. EverSource Wealth Advisors LLC now owns 1,048 shares of the electronics maker’s stock valued at $136,000 after purchasing an additional 54 shares in the last quarter. PNC Financial Services Group Inc. increased its position in Sanmina by 1.6% in the 1st quarter. PNC Financial Services Group Inc. now owns 4,337 shares of the electronics maker’s stock worth $562,000 after purchasing an additional 69 shares during the last quarter. Vise Technologies Inc. raised its stake in shares of Sanmina by 2.0% during the 3rd quarter. Vise Technologies Inc. now owns 3,625 shares of the electronics maker’s stock worth $417,000 after purchasing an additional 71 shares in the last quarter. Finally, Fifth Third Wealth Advisors LLC raised its stake in shares of Sanmina by 3.4% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 2,274 shares of the electronics maker’s stock worth $295,000 after purchasing an additional 75 shares in the last quarter. Institutional investors and hedge funds own 92.71% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on SANM shares. Wall Street Zen raised Sanmina from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 1st. Weiss Ratings lowered shares of Sanmina from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, August 18th. JPMorgan Chase & Co. reduced their target price on shares of Sanmina from $275.00 to $260.00 and set a “neutral” rating for the company in a research note on Tuesday, July 28th. Finally, Zacks Research raised shares of Sanmina from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $198.33.

Sanmina Price Performance

Shares of NASDAQ:SANM opened at $196.72 on Tuesday. The stock has a market capitalization of $10.54 billion, a P/E ratio of 35.19, a P/E/G ratio of 0.68 and a beta of 1.59. The business has a 50-day moving average of $208.14 and a two-hundred day moving average of $193.65. Sanmina Corporation has a fifty-two week low of $110.44 and a fifty-two week high of $288.68. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.78 and a quick ratio of 1.06.

Sanmina (NASDAQ:SANM) last issued its quarterly earnings data on Monday, July 27th. The electronics maker reported $3.31 EPS for the quarter, beating analysts’ consensus estimates of $2.77 by $0.54. Sanmina had a return on equity of 19.08% and a net margin of 2.41%.The business had revenue of $3.46 billion for the quarter, compared to analyst estimates of $3.40 billion. During the same quarter in the prior year, the firm posted $1.53 EPS. The firm’s revenue for the quarter was up 69.7% on a year-over-year basis. Sanmina has set its Q4 2026 guidance at 3.050-3.350 EPS and its FY 2026 guidance at 11.900-12.200 EPS. On average, equities research analysts predict that Sanmina Corporation will post 10.41 EPS for the current fiscal year.

Sanmina Profile

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.