Super Micro Computer, Inc. $SMCI Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lowered its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 6.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,219,444 shares of the company’s stock after selling 86,066 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.20% of Super Micro Computer worth $59,765,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of SMCI. Park Avenue Securities LLC acquired a new position in Super Micro Computer in the 2nd quarter worth approximately $310,000. Bank Hapoalim BM acquired a new position in Super Micro Computer in the 2nd quarter worth approximately $748,000. Fiduciary Planning LLC acquired a new position in Super Micro Computer in the 2nd quarter worth approximately $255,000. Robeco Institutional Asset Management B.V. acquired a new position in Super Micro Computer in the 1st quarter worth approximately $5,408,000. Finally, AlphaQuest LLC increased its holdings in Super Micro Computer by 352.4% in the 1st quarter. AlphaQuest LLC now owns 4,927 shares of the company’s stock worth $169,000 after buying an additional 3,838 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

Insider Buying and Selling

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of Super Micro Computer stock in a transaction on Monday, September 15th. The shares were sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the sale, the chief financial officer owned 100,188 shares of the company’s stock, valued at $4,522,486.32. The trade was a 19.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $43.88, for a total transaction of $1,755,200.00. Following the sale, the senior vice president directly owned 21,820 shares in the company, valued at approximately $957,461.60. This trade represents a 64.70% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 90,000 shares of company stock worth $3,890,950 in the last quarter. Insiders own 16.30% of the company’s stock.

Super Micro Computer Trading Up 0.8%

Shares of NASDAQ:SMCI opened at $48.29 on Monday. Super Micro Computer, Inc. has a 1 year low of $17.25 and a 1 year high of $66.44. The firm has a market capitalization of $28.70 billion, a price-to-earnings ratio of 29.09, a price-to-earnings-growth ratio of 1.20 and a beta of 1.55. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25. The business’s 50 day moving average price is $47.44 and its 200-day moving average price is $44.87.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.03). Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The business had revenue of $5.76 billion for the quarter, compared to analysts’ expectations of $5.88 billion. During the same quarter last year, the business earned $6.25 EPS. The company’s quarterly revenue was up 8.5% on a year-over-year basis. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. On average, equities research analysts forecast that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

SMCI has been the topic of several research reports. Needham & Company LLC increased their price target on shares of Super Micro Computer from $39.00 to $60.00 and gave the stock a “buy” rating in a report on Wednesday, August 6th. Weiss Ratings restated a “hold (c+)” rating on shares of Super Micro Computer in a research report on Saturday. Mizuho upped their price objective on Super Micro Computer from $40.00 to $47.00 and gave the stock a “neutral” rating in a research report on Thursday, July 3rd. Bank of America initiated coverage on Super Micro Computer in a research report on Wednesday, July 9th. They issued an “underperform” rating and a $35.00 price objective on the stock. Finally, Wedbush restated a “neutral” rating and issued a $30.00 price objective on shares of Super Micro Computer in a research report on Monday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $47.57.

Super Micro Computer Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.