Concentric Capital Strategies LP Takes $7.64 Million Position in Plexus Corp. $PLXS

Concentric Capital Strategies LP bought a new stake in Plexus Corp. (NASDAQ:PLXSFree Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 51,998 shares of the technology company’s stock, valued at approximately $7,644,000.

A number of other institutional investors have also modified their holdings of the stock. Allworth Financial LP grew its holdings in Plexus by 20.8% during the fourth quarter. Allworth Financial LP now owns 302 shares of the technology company’s stock worth $44,000 after acquiring an additional 52 shares during the period. Maryland State Retirement & Pension System grew its holdings in Plexus by 1.5% during the fourth quarter. Maryland State Retirement & Pension System now owns 3,940 shares of the technology company’s stock worth $579,000 after acquiring an additional 60 shares during the period. Oregon Public Employees Retirement Fund grew its holdings in Plexus by 1.2% during the fourth quarter. Oregon Public Employees Retirement Fund now owns 6,175 shares of the technology company’s stock worth $908,000 after acquiring an additional 71 shares during the period. Uncommon Cents Investing LLC grew its holdings in Plexus by 0.8% during the fourth quarter. Uncommon Cents Investing LLC now owns 9,925 shares of the technology company’s stock worth $1,459,000 after acquiring an additional 75 shares during the period. Finally, Choreo LLC grew its holdings in Plexus by 1.9% during the fourth quarter. Choreo LLC now owns 5,131 shares of the technology company’s stock worth $767,000 after acquiring an additional 94 shares during the period. Institutional investors and hedge funds own 94.45% of the company’s stock.

Plexus Stock Up 1.0%

Plexus stock opened at $294.03 on Thursday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.74 and a current ratio of 1.54. The firm has a market capitalization of $7.87 billion, a price-to-earnings ratio of 42.99 and a beta of 0.89. Plexus Corp. has a fifty-two week low of $115.35 and a fifty-two week high of $302.29. The stock’s fifty day moving average is $258.73 and its two-hundred day moving average is $208.09.

Plexus (NASDAQ:PLXSGet Free Report) last posted its earnings results on Wednesday, April 29th. The technology company reported $2.05 earnings per share for the quarter, beating the consensus estimate of $1.87 by $0.18. The company had revenue of $1.16 billion for the quarter, compared to analyst estimates of $1.13 billion. Plexus had a return on equity of 12.84% and a net margin of 4.35%.Plexus’s revenue was up 18.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.66 earnings per share. Plexus has set its Q3 2026 guidance at 2.020-2.180 EPS. Analysts predict that Plexus Corp. will post 5.98 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CEO Todd P. Kelsey sold 1,000 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $290.00, for a total value of $290,000.00. Following the sale, the chief executive officer directly owned 70,388 shares in the company, valued at $20,412,520. This represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Michael J. Running sold 510 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $272.17, for a total value of $138,806.70. Following the completion of the sale, the insider owned 665 shares in the company, valued at $180,993.05. This represents a 43.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 20,481 shares of company stock valued at $5,412,848 over the last three months. Insiders own 1.78% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on PLXS shares. Wall Street Zen raised Plexus from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Raymond James Financial reaffirmed an “outperform” rating and set a $275.00 price objective on shares of Plexus in a report on Thursday, April 30th. Stifel Nicolaus set a $280.00 target price on Plexus in a report on Tuesday, May 26th. Zacks Research lowered Plexus from a “hold” rating to a “strong sell” rating in a report on Wednesday, May 20th. Finally, Weiss Ratings lowered Plexus from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 11th. Five analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $238.33.

Read Our Latest Analysis on Plexus

Plexus Company Profile

(Free Report)

Plexus Corp. (NASDAQ: PLXS) is a global provider of electronics manufacturing services (EMS) and precision engineered electronics solutions. Headquartered in Neenah, Wisconsin, the company partners with original equipment manufacturers across industries such as medical, industrial, aerospace and defense, computing, and communications. Plexus offers a full suite of services that span new product introduction, product lifecycle management, supply chain management, printed circuit board assembly, system integration, and aftermarket support.

Founded in 1979, Plexus has grown from a regional electronics assembler into a multinational organization with manufacturing and engineering centers across North America, Europe, and Asia.

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Institutional Ownership by Quarter for Plexus (NASDAQ:PLXS)

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