Royce & Associates LP Lowers Holdings in Sanmina Corporation $SANM

Posted by Geri Gentry on May 28th, 2026

Royce & Associates LP trimmed its holdings in Sanmina Corporation (NASDAQ:SANM – Free Report) by 70.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 78,305 shares of the electronics maker’s stock after selling 188,206 shares during the period. Royce & Associates LP’s holdings in Sanmina were worth $11,751,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Optiver Holding B.V. raised its position in shares of Sanmina by 36.6% in the third quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 59 shares during the period. Park Avenue Securities LLC raised its position in shares of Sanmina by 2.1% in the fourth quarter. Park Avenue Securities LLC now owns 3,248 shares of the electronics maker’s stock worth $487,000 after acquiring an additional 68 shares during the period. Vise Technologies Inc. raised its position in shares of Sanmina by 2.0% in the third quarter. Vise Technologies Inc. now owns 3,625 shares of the electronics maker’s stock worth $417,000 after acquiring an additional 71 shares during the period. Jones Financial Companies Lllp raised its position in shares of Sanmina by 7.7% in the third quarter. Jones Financial Companies Lllp now owns 1,127 shares of the electronics maker’s stock worth $129,000 after acquiring an additional 81 shares during the period. Finally, Allworth Financial LP raised its position in shares of Sanmina by 1.4% in the third quarter. Allworth Financial LP now owns 5,795 shares of the electronics maker’s stock worth $667,000 after acquiring an additional 81 shares during the period. Institutional investors and hedge funds own 92.71% of the company’s stock.

Insider Buying and Selling at Sanmina

In other Sanmina news, EVP Alan Mcwilliams Reid sold 1,000 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $218.17, for a total value of $218,170.00. Following the completion of the sale, the executive vice president owned 31,481 shares in the company, valued at approximately $6,868,209.77. This represents a 3.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Joseph G. Licata, Jr. sold 26,565 shares of the stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $211.03, for a total transaction of $5,606,011.95. Following the completion of the sale, the director owned 27,809 shares of the company’s stock, valued at approximately $5,868,533.27. The trade was a 48.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 146,433 shares of company stock worth $33,021,275 in the last quarter. Insiders own 3.10% of the company’s stock.

Sanmina Stock Up 0.7%

SANM stock opened at $261.82 on Thursday. The company has a market cap of $14.03 billion, a price-to-earnings ratio of 55.35, a PEG ratio of 1.00 and a beta of 1.51. The company has a current ratio of 1.71, a quick ratio of 1.03 and a debt-to-equity ratio of 0.77. Sanmina Corporation has a 12 month low of $82.45 and a 12 month high of $266.25. The firm has a 50-day moving average of $182.22 and a two-hundred day moving average of $163.72.

Sanmina (NASDAQ:SANM – Get Free Report) last released its quarterly earnings data on Monday, April 27th. The electronics maker reported $3.16 EPS for the quarter, beating analysts’ consensus estimates of $2.42 by $0.74. The company had revenue of $4.01 billion during the quarter, compared to the consensus estimate of $3.28 billion. Sanmina had a net margin of 2.29% and a return on equity of 16.23%. Sanmina’s quarterly revenue was up 102.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.16 EPS. Sanmina has set its Q3 2026 guidance at 2.550-2.850 EPS and its FY 2026 guidance at 10.750-11.350 EPS. As a group, analysts forecast that Sanmina Corporation will post 9.36 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Zacks Research upgraded shares of Sanmina from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 30th. Wall Street Zen downgraded shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 23rd. Susquehanna began coverage on shares of Sanmina in a research report on Wednesday, April 1st. They issued a “neutral” rating and a $135.00 price objective for the company. Argus upped their price target on shares of Sanmina to $200.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. began coverage on shares of Sanmina in a research report on Monday, March 30th. They set a “neutral” rating and a $145.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $150.00.

Read Our Latest Stock Analysis on Sanmina

Sanmina Company Profile

(Free Report)

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.