Vaughan Nelson Investment Management L.P. Makes New $61.95 Million Investment in Sanmina Corporation $SANM

Vaughan Nelson Investment Management L.P. acquired a new position in shares of Sanmina Corporation (NASDAQ:SANM) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 538,150 shares of the electronics maker’s stock, valued at approximately $61,946,000. Vaughan Nelson Investment Management L.P. owned 1.01% of Sanmina as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also made changes to their positions in SANM. Longboard Asset Management LP acquired a new stake in Sanmina during the third quarter worth about $234,000. CWA Asset Management Group LLC acquired a new position in Sanmina in the 3rd quarter valued at approximately $210,000. Asset Management One Co. Ltd. bought a new stake in shares of Sanmina in the 3rd quarter worth approximately $1,472,000. Salomon & Ludwin LLC bought a new stake in shares of Sanmina in the 3rd quarter worth approximately $41,000. Finally, Hennessy Advisors Inc. acquired a new stake in shares of Sanmina during the 3rd quarter worth approximately $40,933,000. Institutional investors and hedge funds own 92.71% of the company’s stock.

Analysts Set New Price Targets

SANM has been the subject of a number of recent research reports. Zacks Research lowered Sanmina from a “strong-buy” rating to a “hold” rating in a research note on Monday. Wall Street Zen cut shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 16th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Sanmina in a report on Wednesday, October 8th. One research analyst has rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Sanmina currently has an average rating of “Hold” and an average price target of $120.00.

Sanmina Stock Performance

Shares of NASDAQ:SANM opened at $154.95 on Wednesday. The business’s fifty day moving average price is $156.14 and its two-hundred day moving average price is $129.36. Sanmina Corporation has a fifty-two week low of $63.67 and a fifty-two week high of $178.39. The stock has a market capitalization of $8.45 billion, a price-to-earnings ratio of 34.74, a price-to-earnings-growth ratio of 0.74 and a beta of 1.05. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.72 and a quick ratio of 1.02.

Sanmina (NASDAQ:SANM) last issued its quarterly earnings data on Monday, November 3rd. The electronics maker reported $1.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.10. Sanmina had a return on equity of 11.59% and a net margin of 3.03%.The company had revenue of $2.10 billion during the quarter, compared to analysts’ expectations of $2.05 billion. During the same period last year, the business earned $1.43 earnings per share. The business’s revenue was up 3.9% on a year-over-year basis. Sanmina has set its Q1 2026 guidance at 1.950-2.250 EPS. As a group, analysts predict that Sanmina Corporation will post 5.15 EPS for the current fiscal year.

Insider Buying and Selling

In other Sanmina news, insider Vishnu Venkatesh sold 692 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $149.22, for a total value of $103,260.24. Following the transaction, the insider directly owned 23,500 shares in the company, valued at $3,506,670. The trade was a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 3.22% of the stock is currently owned by company insiders.

Sanmina Company Profile

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina’s core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.