SG Americas Securities LLC Grows Stock Holdings in Trimble Inc. $TRMB

SG Americas Securities LLC grew its stake in shares of Trimble Inc. (NASDAQ:TRMB) by 164.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 254,339 shares of the scientific and technical instruments company’s stock after acquiring an additional 158,287 shares during the period. SG Americas Securities LLC owned 0.11% of Trimble worth $19,927,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Salomon & Ludwin LLC purchased a new stake in Trimble during the 3rd quarter worth about $25,000. Root Financial Partners LLC purchased a new position in Trimble during the 3rd quarter valued at about $30,000. Hantz Financial Services Inc. increased its position in shares of Trimble by 90.8% during the third quarter. Hantz Financial Services Inc. now owns 372 shares of the scientific and technical instruments company’s stock valued at $30,000 after buying an additional 177 shares during the period. Quarry LP increased its position in shares of Trimble by 175.8% during the third quarter. Quarry LP now owns 364 shares of the scientific and technical instruments company’s stock valued at $30,000 after buying an additional 232 shares during the period. Finally, Global Retirement Partners LLC lifted its holdings in shares of Trimble by 78.7% in the third quarter. Global Retirement Partners LLC now owns 411 shares of the scientific and technical instruments company’s stock worth $34,000 after buying an additional 181 shares in the last quarter. 93.21% of the stock is owned by institutional investors.

Trimble Stock Down 3.8%

TRMB stock opened at $62.97 on Friday. The company’s 50 day moving average is $67.58 and its 200 day moving average is $75.62. The stock has a market cap of $14.73 billion, a price-to-earnings ratio of 35.98, a price-to-earnings-growth ratio of 2.18 and a beta of 1.57. The company has a current ratio of 1.09, a quick ratio of 0.96 and a debt-to-equity ratio of 0.24. Trimble Inc. has a 1-year low of $52.91 and a 1-year high of $87.50.

Trimble (NASDAQ:TRMB) last announced its earnings results on Tuesday, February 10th. The scientific and technical instruments company reported $1.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.96 by $0.04. The business had revenue of $969.80 million during the quarter, compared to analyst estimates of $949.97 million. Trimble had a net margin of 11.82% and a return on equity of 11.18%. Trimble’s revenue for the quarter was down 1.4% on a year-over-year basis. During the same period in the previous year, the business posted $0.89 earnings per share. Trimble has set its FY 2026 guidance at 3.420-3.620 EPS and its Q1 2026 guidance at 0.690-0.740 EPS. Sell-side analysts predict that Trimble Inc. will post 2.37 EPS for the current fiscal year.

Trimble announced that its Board of Directors has initiated a share buyback plan on Friday, December 5th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the scientific and technical instruments company to reacquire up to 5.1% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Insider Activity at Trimble

In related news, CEO Robert G. Painter sold 7,500 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $70.45, for a total transaction of $528,375.00. Following the transaction, the chief executive officer directly owned 19,397 shares of the company’s stock, valued at approximately $1,366,518.65. This trade represents a 27.88% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.54% of the company’s stock.

Wall Street Analysts Forecast Growth

TRMB has been the subject of a number of analyst reports. Sanford C. Bernstein restated an “outperform” rating on shares of Trimble in a research report on Wednesday, February 11th. Weiss Ratings reiterated a “hold (c)” rating on shares of Trimble in a research note on Wednesday, January 21st. Oppenheimer reissued an “outperform” rating and issued a $86.00 price target on shares of Trimble in a report on Tuesday, February 10th. Zacks Research upgraded shares of Trimble from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Wells Fargo & Company decreased their price target on shares of Trimble from $94.00 to $79.00 and set an “overweight” rating on the stock in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Trimble currently has a consensus rating of “Buy” and a consensus price target of $93.75.

About Trimble

Trimble Inc (NASDAQ: TRMB) is a technology company that develops hardware, software and services to improve the productivity and connectivity of customers across the construction, agriculture, geospatial, transportation and logistics, and natural resources sectors. The company’s offerings center on advanced positioning technologies — including GNSS/GPS receivers, inertial sensors and laser scanning — integrated with application-specific software and cloud services to enable precise measurement, modeling, machine control and workflow automation for field and office operations.

Trimble’s product portfolio spans surveying and geospatial instruments (total stations, mobile mapping and terrestrial laser scanners), construction solutions (machine control systems, site positioning and estimating), agriculture systems (auto-steer, guidance and application-control platforms), and fleet and transportation telematics.