Willis Johnson & Associates Inc. Invests $280,000 in Symbotic Inc. $SYM

Willis Johnson & Associates Inc. acquired a new position in Symbotic Inc. (NASDAQ:SYM) during the second quarter, HoldingsChannel.com reports. The fund acquired 7,200 shares of the company’s stock, valued at approximately $280,000.

Other large investors also recently added to or reduced their stakes in the company. AdvisorNet Financial Inc purchased a new stake in Symbotic during the second quarter valued at approximately $32,000. Gables Capital Management Inc. purchased a new stake in shares of Symbotic in the 2nd quarter worth $39,000. CWM LLC raised its holdings in Symbotic by 408.2% in the 1st quarter. CWM LLC now owns 2,602 shares of the company’s stock worth $53,000 after purchasing an additional 2,090 shares during the period. AlphaQuest LLC lifted its position in Symbotic by 318.5% during the first quarter. AlphaQuest LLC now owns 2,800 shares of the company’s stock valued at $57,000 after purchasing an additional 2,131 shares in the last quarter. Finally, KBC Group NV purchased a new position in Symbotic during the second quarter valued at $66,000.

Symbotic Trading Down 3.7%

NASDAQ:SYM opened at $84.08 on Monday. The business’s 50-day moving average is $66.60 and its 200 day moving average is $51.38. Symbotic Inc. has a 12 month low of $16.32 and a 12 month high of $87.88. The company has a market capitalization of $49.73 billion, a P/E ratio of -560.50, a P/E/G ratio of 23.76 and a beta of 2.10.

Symbotic (NASDAQ:SYM) last released its quarterly earnings results on Monday, November 24th. The company reported ($0.03) earnings per share for the quarter, missing the consensus estimate of $0.08 by ($0.11). Symbotic had a negative net margin of 0.75% and a negative return on equity of 3.89%. The firm had revenue of $618.46 million for the quarter, compared to analysts’ expectations of $604.00 million. During the same quarter in the prior year, the business earned $0.47 EPS. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. Symbotic has set its Q1 2026 guidance at EPS. On average, research analysts forecast that Symbotic Inc. will post 0.13 earnings per share for the current year.

Insider Buying and Selling at Symbotic

In other Symbotic news, Director Todd Krasnow sold 4,000 shares of the stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $76.75, for a total transaction of $307,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Maria G. Freve sold 1,666 shares of Symbotic stock in a transaction on Monday, November 17th. The stock was sold at an average price of $58.18, for a total transaction of $96,927.88. Following the completion of the transaction, the insider directly owned 544 shares of the company’s stock, valued at $31,649.92. The trade was a 75.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 68,160 shares of company stock valued at $4,761,942. 0.60% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

SYM has been the topic of several recent research reports. Zacks Research raised Symbotic from a “strong sell” rating to a “hold” rating in a research note on Wednesday, October 1st. Oppenheimer reissued an “outperform” rating and issued a $83.00 target price on shares of Symbotic in a report on Tuesday, November 25th. Cantor Fitzgerald raised their target price on shares of Symbotic from $60.00 to $82.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. Northland Securities upped their price target on shares of Symbotic from $56.00 to $70.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 25th. Finally, Baird R W cut shares of Symbotic from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 7th. Five equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Symbotic presently has an average rating of “Hold” and an average price target of $54.13.

About Symbotic

Symbotic Inc, an automation technology company, engages in developing technologies to improve operating efficiencies in modern warehouses. The company automates the processing of pallets and cases in large warehouses or distribution centers for retail companies. Its systems enhance operations at the front end of the supply chain.