Sanmina Corporation $SANM Shares Sold by Sanctuary Advisors LLC

Sanctuary Advisors LLC reduced its stake in shares of Sanmina Corporation (NASDAQ:SANM) by 54.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,786 shares of the electronics maker’s stock after selling 4,458 shares during the quarter. Sanctuary Advisors LLC’s holdings in Sanmina were worth $491,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Vise Technologies Inc. boosted its position in Sanmina by 2.0% in the 3rd quarter. Vise Technologies Inc. now owns 3,625 shares of the electronics maker’s stock worth $417,000 after purchasing an additional 71 shares in the last quarter. Fifth Third Wealth Advisors LLC increased its holdings in shares of Sanmina by 3.4% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 2,274 shares of the electronics maker’s stock valued at $295,000 after purchasing an additional 75 shares in the last quarter. Smartleaf Asset Management LLC lifted its stake in shares of Sanmina by 7.0% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,751 shares of the electronics maker’s stock valued at $266,000 after purchasing an additional 114 shares during the period. 180 Wealth Advisors LLC lifted its stake in shares of Sanmina by 7.2% in the 1st quarter. 180 Wealth Advisors LLC now owns 1,810 shares of the electronics maker’s stock valued at $235,000 after purchasing an additional 122 shares during the period. Finally, Signaturefd LLC boosted its holdings in Sanmina by 20.2% during the fourth quarter. Signaturefd LLC now owns 803 shares of the electronics maker’s stock worth $121,000 after buying an additional 135 shares in the last quarter. 92.71% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Sanmina

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Sanmina posted fiscal Q3 adjusted EPS of $3.31, well above the approximately $2.77 consensus estimate, while revenue of $3.46 billion exceeded expectations of $3.40 billion and increased 69.7% year over year. Sanmina fiscal third-quarter financial results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $11.90-$12.20, above the $10.83 consensus, and guided fiscal Q4 EPS to $3.05-$3.35 versus the $2.81 consensus. The outlook reflects continued demand for AI infrastructure, cloud-related programs, strong execution and contributions from the ZT Systems integration. Sanmina AI infrastructure growth strategy
• Positive Sentiment: Commentary highlighted new customer wins and growing AI infrastructure demand, reinforcing the longer-term growth thesis and prompting bullish coverage that the quarterly beat and higher guidance support further upside. Sanmina Q3 beat and raised fiscal 2026 guidance
• Neutral Sentiment: Fiscal 2026 revenue guidance of $14.0-$14.3 billion was broadly in line with the $14.2 billion consensus, suggesting the earnings upgrade is being driven more by profitability and mix than by a major revenue forecast increase.
• Negative Sentiment: Shares sold off despite the earnings beat and higher guidance, indicating that strong results may already have been priced in or that investors wanted a larger outlook increase. JPMorgan lowered its price target from $275 to $260 and maintained a Neutral rating, adding near-term pressure to the stock. Sanmina slides despite earnings beat

Insider Activity at Sanmina

In other news, EVP Alan Mcwilliams Reid sold 1,000 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $218.17, for a total transaction of $218,170.00. Following the completion of the sale, the executive vice president owned 31,481 shares of the company’s stock, valued at $6,868,209.77. The trade was a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director David V. Hedley III sold 500 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $219.52, for a total transaction of $109,760.00. Following the sale, the director directly owned 7,376 shares of the company’s stock, valued at $1,619,179.52. This represents a 6.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 129,944 shares of company stock worth $30,093,464 in the last ninety days. 3.10% of the stock is owned by company insiders.

Analyst Ratings Changes

SANM has been the topic of several analyst reports. Weiss Ratings upgraded shares of Sanmina from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, July 15th. Zacks Research downgraded shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 29th. Susquehanna assumed coverage on shares of Sanmina in a research note on Wednesday, April 1st. They set a “neutral” rating and a $135.00 target price on the stock. JPMorgan Chase & Co. dropped their target price on Sanmina from $275.00 to $260.00 and set a “neutral” rating on the stock in a research report on Tuesday. Finally, Wall Street Zen lowered Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 18th. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $198.33.

Sanmina Trading Down 17.5%

Shares of NASDAQ:SANM opened at $172.43 on Wednesday. The business’s 50 day moving average price is $235.12 and its 200-day moving average price is $187.52. Sanmina Corporation has a 1 year low of $103.95 and a 1 year high of $288.68. The firm has a market capitalization of $9.24 billion, a price-to-earnings ratio of 30.85, a price-to-earnings-growth ratio of 0.80 and a beta of 1.56. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.71 and a quick ratio of 1.03.

Sanmina (NASDAQ:SANM) last issued its quarterly earnings results on Monday, July 27th. The electronics maker reported $3.31 EPS for the quarter, topping the consensus estimate of $2.77 by $0.54. The company had revenue of $3.46 billion during the quarter, compared to analyst estimates of $3.40 billion. Sanmina had a net margin of 2.41% and a return on equity of 19.36%. The firm’s revenue was up 69.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.53 EPS. Sanmina has set its Q4 2026 guidance at 3.050-3.350 EPS and its FY 2026 guidance at 11.900-12.200 EPS. On average, equities research analysts forecast that Sanmina Corporation will post 9.36 earnings per share for the current fiscal year.

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.