Leuthold Group LLC grew its stake in shares of Sanmina Corporation (NASDAQ:SANM – Free Report) by 9.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 39,823 shares of the electronics maker’s stock after purchasing an additional 3,444 shares during the quarter. Leuthold Group LLC’s holdings in Sanmina were worth $8,558,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently modified their holdings of SANM. ANB Bank grew its stake in shares of Sanmina by 3.2% in the first quarter. ANB Bank now owns 1,645 shares of the electronics maker’s stock valued at $213,000 after buying an additional 51 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in Sanmina by 5.4% during the 1st quarter. EverSource Wealth Advisors LLC now owns 1,048 shares of the electronics maker’s stock worth $136,000 after acquiring an additional 54 shares in the last quarter. North Dakota State Investment Board boosted its holdings in Sanmina by 3.9% in the 3rd quarter. North Dakota State Investment Board now owns 1,554 shares of the electronics maker’s stock worth $334,000 after acquiring an additional 59 shares during the period. Interchange Capital Partners LLC boosted its holdings in Sanmina by 7.2% in the 3rd quarter. Interchange Capital Partners LLC now owns 952 shares of the electronics maker’s stock worth $205,000 after acquiring an additional 64 shares during the period. Finally, Claro Advisors Inc. grew its position in Sanmina by 1.9% in the third quarter. Claro Advisors Inc. now owns 3,468 shares of the electronics maker’s stock valued at $745,000 after acquiring an additional 64 shares in the last quarter. Hedge funds and other institutional investors own 92.71% of the company’s stock.
Sanmina Trading Up 11.1%
NASDAQ:SANM opened at $149.64 on Tuesday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.06 and a current ratio of 1.78. Sanmina Corporation has a one year low of $118.10 and a one year high of $288.68. The business’s 50-day simple moving average is $192.37 and its 200 day simple moving average is $190.56. The stock has a market cap of $8.02 billion, a price-to-earnings ratio of 26.77, a price-to-earnings-growth ratio of 0.40 and a beta of 1.72.
Sanmina (NASDAQ:SANM – Get Free Report) last issued its quarterly earnings data on Monday, November 9th. The electronics maker reported $4.43 earnings per share for the quarter, beating analysts’ consensus estimates of $3.27 by $1.16. Sanmina had a return on equity of 19.08% and a net margin of 2.41%. The firm had revenue of $3.86 billion during the quarter, compared to analyst estimates of $3.48 billion. During the same quarter last year, the firm earned $1.67 EPS. Sanmina’s quarterly revenue was up 84.0% on a year-over-year basis. Sanmina has set its Q1 2027 guidance at 3.500-3.850 EPS and its FY 2027 guidance at 15.500-17.500 EPS. As a group, sell-side analysts predict that Sanmina Corporation will post 10.74 earnings per share for the current fiscal year.
Sanmina News Roundup
Here are the key news stories impacting Sanmina this week:
- Positive Sentiment: For fiscal Q4 2026, Sanmina earned $4.43 per share, beating the $3.27 consensus estimate and rising from $1.67 a year earlier. Revenue was $3.86 billion, ahead of the $3.48 billion estimate and up 84% year over year. Sanmina fiscal 2026 results
- Positive Sentiment: Management’s fiscal 2027 outlook also topped expectations: EPS guidance of $15.50–$17.50 compares with analyst consensus of $13.90, while revenue guidance of $17.5 billion–$19.5 billion is above the $16.7 billion estimate. Sanmina Q4 earnings and guidance
- Positive Sentiment: First-quarter fiscal 2027 EPS guidance of $3.50–$3.85 likewise exceeds the $2.91 consensus, reinforcing expectations for continued earnings momentum. Sanmina beats Q4 estimates
Analyst Ratings Changes
A number of analysts have recently issued reports on SANM shares. JPMorgan Chase & Co. dropped their price objective on shares of Sanmina from $275.00 to $260.00 and set a “neutral” rating on the stock in a research note on Tuesday, July 28th. Weiss Ratings downgraded shares of Sanmina from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, September 18th. Wall Street Zen raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a report on Sunday, October 11th. Finally, Zacks Research lowered shares of Sanmina from a “strong-buy” rating to a “hold” rating in a report on Monday, September 28th. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $198.33.
Get Our Latest Stock Report on SANM
Sanmina Company Profile
Sanmina Corporation is a provider of integrated manufacturing solutions for companies that develop complex electronic, optical, and electromechanical products. Its services span product design and engineering, supply-chain management, manufacturing, and logistics, as well as repair and other aftermarket support.
The company serves customers in markets that include communications networks, cloud and data-center infrastructure, medical and life sciences, automotive, industrial equipment, and aerospace and defense.
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