WINTON GROUP Ltd Reduces Stock Position in Sanmina Corporation $SANM

WINTON GROUP Ltd decreased its position in Sanmina Corporation (NASDAQ:SANM) by 46.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,909 shares of the electronics maker’s stock after selling 6,777 shares during the quarter. WINTON GROUP Ltd’s holdings in Sanmina were worth $910,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of SANM. Optiver Holding B.V. raised its position in shares of Sanmina by 36.6% in the third quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker’s stock valued at $25,000 after buying an additional 59 shares during the last quarter. Root Financial Partners LLC acquired a new stake in Sanmina during the third quarter worth approximately $34,000. TD Waterhouse Canada Inc. boosted its position in Sanmina by 27.2% during the second quarter. TD Waterhouse Canada Inc. now owns 398 shares of the electronics maker’s stock worth $39,000 after acquiring an additional 85 shares during the last quarter. MAI Capital Management purchased a new stake in Sanmina in the 2nd quarter worth approximately $41,000. Finally, Salomon & Ludwin LLC purchased a new stake in Sanmina in the 3rd quarter worth approximately $41,000. 92.71% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have weighed in on SANM. Wall Street Zen lowered Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 16th. Zacks Research raised Sanmina from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Finally, Argus upped their target price on Sanmina to $200.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $160.00.

Insider Transactions at Sanmina

In other Sanmina news, CFO Jonathan P. Faust sold 10,075 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $159.30, for a total transaction of $1,604,947.50. Following the completion of the sale, the chief financial officer owned 87,076 shares of the company’s stock, valued at approximately $13,871,206.80. The trade was a 10.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Vishnu Venkatesh sold 692 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $149.22, for a total value of $103,260.24. Following the sale, the insider owned 23,500 shares of the company’s stock, valued at $3,506,670. This represents a 2.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 15,291 shares of company stock worth $2,393,988 over the last ninety days. 3.10% of the stock is owned by insiders.

Sanmina Trading Up 2.8%

SANM stock traded up $3.56 on Friday, hitting $129.91. 138,683 shares of the company were exchanged, compared to its average volume of 837,348. The company has a debt-to-equity ratio of 0.75, a current ratio of 1.70 and a quick ratio of 1.04. The stock has a market capitalization of $7.09 billion, a price-to-earnings ratio of 31.12, a price-to-earnings-growth ratio of 0.57 and a beta of 1.01. Sanmina Corporation has a twelve month low of $63.67 and a twelve month high of $185.29. The business’s fifty day moving average is $152.26 and its two-hundred day moving average is $143.68.

Sanmina (NASDAQ:SANM) last announced its quarterly earnings results on Monday, January 26th. The electronics maker reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.15 by $0.23. The company had revenue of $3.19 billion for the quarter, compared to analyst estimates of $3.09 billion. Sanmina had a net margin of 2.47% and a return on equity of 13.06%. Sanmina’s revenue for the quarter was up 59.0% on a year-over-year basis. During the same quarter last year, the business earned $1.16 EPS. Sanmina has set its Q2 2026 guidance at 2.250-2.550 EPS. As a group, research analysts forecast that Sanmina Corporation will post 5.15 earnings per share for the current year.

About Sanmina

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.