Voya Investment Management LLC Increases Stock Holdings in Samsara Inc. $IOT

Voya Investment Management LLC lifted its stake in shares of Samsara Inc. (NYSE:IOT) by 64.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 2,906,747 shares of the company’s stock after buying an additional 1,143,758 shares during the quarter. Voya Investment Management LLC’s holdings in Samsara were worth $108,276,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Catalyst Capital Advisors LLC purchased a new position in Samsara during the 2nd quarter worth $28,000. Family Legacy Financial Solutions LLC acquired a new position in shares of Samsara during the second quarter worth about $40,000. AlphaQuest LLC raised its holdings in Samsara by 519.6% during the first quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock worth $40,000 after purchasing an additional 873 shares in the last quarter. Whipplewood Advisors LLC lifted its position in Samsara by 349.8% in the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after purchasing an additional 850 shares during the period. Finally, Allworth Financial LP boosted its holdings in Samsara by 906.9% in the 2nd quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after purchasing an additional 1,052 shares in the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on IOT. BTIG Research assumed coverage on Samsara in a research note on Tuesday. They set a “buy” rating and a $55.00 target price for the company. BMO Capital Markets raised their target price on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. KeyCorp started coverage on shares of Samsara in a research note on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price target on the stock. TD Cowen raised their price objective on shares of Samsara from $49.00 to $55.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Finally, Evercore ISI set a $50.00 target price on shares of Samsara and gave the stock an “outperform” rating in a research report on Wednesday, October 1st. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $51.53.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: BTIG initiated/upgraded coverage on Samsara with a buy/strong‑buy stance, which provides institutional validation of the growth outlook and likely lifted short‑term demand. BTIG initiates coverage
• Neutral Sentiment: Coverage and press on Samsara’s Q3 results highlight revenue strength (double‑digit growth) even though profit metrics remain mixed; this keeps investor focus on execution and margin progress rather than creating a clear directional impulse. Q3 earnings coverage
• Negative Sentiment: Large insider sales by co‑founders Sanjit Biswas and John Bicket (massive reductions on Dec. 17–18 that left each with about 6,000 shares) generated more than $5M in proceeds per filing — a material drop in their holdings that can be read as diversification or concern and tends to weigh on sentiment. SEC filings and a press roundup detail the transactions. John Bicket Form 4 Sanjit Biswas Form 4 Insider selling roundup

Samsara Trading Up 0.2%

NYSE:IOT opened at $38.24 on Friday. The firm has a market cap of $21.94 billion, a price-to-earnings ratio of -478.00 and a beta of 1.61. The company’s 50-day moving average is $38.94 and its two-hundred day moving average is $38.46. Samsara Inc. has a 12-month low of $31.40 and a 12-month high of $61.90.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The firm had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. During the same period in the prior year, the firm earned $0.07 EPS. The business’s quarterly revenue was up 29.2% on a year-over-year basis. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. On average, equities research analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider Sanjit Biswas sold 24,498 shares of the firm’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $38.73, for a total value of $948,807.54. Following the transaction, the insider owned 127,000 shares of the company’s stock, valued at approximately $4,918,710. This trade represents a 16.17% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Dominic Phillips sold 48,116 shares of the company’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $40.72, for a total transaction of $1,959,283.52. Following the sale, the insider directly owned 573,114 shares of the company’s stock, valued at approximately $23,337,202.08. This trade represents a 7.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,471,240 shares of company stock valued at $94,829,112. 46.49% of the stock is owned by corporate insiders.

About Samsara

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.