Samsara Inc. $IOT Shares Acquired by iA Global Asset Management Inc.

Posted by Francis Steltz on Jul 2nd, 2026

iA Global Asset Management Inc. raised its holdings in shares of Samsara Inc. (NYSE:IOT – Free Report) by 8.0% in the first quarter, HoldingsChannel reports. The institutional investor owned 198,170 shares of the company’s stock after purchasing an additional 14,720 shares during the quarter. iA Global Asset Management Inc.’s holdings in Samsara were worth $6,280,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. Baillie Gifford & Co. increased its holdings in shares of Samsara by 15.0% in the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after buying an additional 6,208,553 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Samsara by 11.5% in the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock worth $1,174,620,000 after acquiring an additional 3,417,849 shares during the last quarter. Sands Capital Management LLC grew its holdings in shares of Samsara by 6.4% in the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after acquiring an additional 1,242,122 shares during the last quarter. Goldman Sachs Group Inc. raised its position in shares of Samsara by 58.9% during the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after purchasing an additional 4,401,082 shares during the period. Finally, Brown Advisory Inc. raised its position in shares of Samsara by 42.1% during the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after purchasing an additional 3,322,023 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

Insider Buying and Selling at Samsara

In other news, insider Sanjit Biswas sold 168,272 shares of the company’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $28.58, for a total value of $4,809,213.76. Following the transaction, the insider owned 15,200 shares in the company, valued at $434,416. This represents a 91.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Marc L. Andreessen sold 613,660 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $32.27, for a total transaction of $19,802,808.20. Following the completion of the sale, the director directly owned 2,256,487 shares of the company’s stock, valued at $72,816,835.49. This trade represents a 21.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,438,963 shares of company stock valued at $138,570,593 in the last 90 days. 35.13% of the stock is currently owned by corporate insiders.

Samsara Stock Up 5.4%

Shares of Samsara stock opened at $34.17 on Thursday. The stock has a market cap of $19.91 billion, a PE ratio of 341.70, a price-to-earnings-growth ratio of 7.60 and a beta of 1.35. The business has a fifty day simple moving average of $31.50 and a 200-day simple moving average of $31.53. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47.

Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.Samsara’s quarterly revenue was up 30.5% on a year-over-year basis. During the same period in the previous year, the firm earned $0.11 earnings per share. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Analysts expect that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

IOT has been the subject of a number of recent analyst reports. Wells Fargo & Company increased their price target on Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a research report on Friday, June 5th. Wolfe Research restated an “outperform” rating on shares of Samsara in a report on Thursday, June 11th. BMO Capital Markets upped their price objective on shares of Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Piper Sandler reiterated an “overweight” rating and issued a $40.00 target price (up from $39.00) on shares of Samsara in a report on Friday, June 5th. Finally, Royal Bank Of Canada lifted their target price on shares of Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $45.94.

Read Our Latest Research Report on IOT

About Samsara

(Free Report)

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.