De Lisle Partners LLP Invests $3.60 Million in Sanmina Corporation $SANM

De Lisle Partners LLP purchased a new position in Sanmina Corporation (NASDAQ:SANM) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 24,000 shares of the electronics maker’s stock, valued at approximately $3,604,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Invesco Ltd. lifted its holdings in shares of Sanmina by 74.6% in the third quarter. Invesco Ltd. now owns 2,185,652 shares of the electronics maker’s stock worth $251,590,000 after buying an additional 933,974 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Sanmina by 3.7% in the fourth quarter. Geode Capital Management LLC now owns 1,629,023 shares of the electronics maker’s stock worth $244,500,000 after buying an additional 58,529 shares in the last quarter. Fuller & Thaler Asset Management Inc. lifted its holdings in shares of Sanmina by 17.3% in the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 732,369 shares of the electronics maker’s stock worth $109,907,000 after buying an additional 108,202 shares in the last quarter. Norges Bank purchased a new stake in shares of Sanmina in the fourth quarter worth about $101,751,000. Finally, Fisher Asset Management LLC lifted its holdings in shares of Sanmina by 289.6% in the fourth quarter. Fisher Asset Management LLC now owns 650,173 shares of the electronics maker’s stock worth $97,571,000 after buying an additional 483,312 shares in the last quarter. 92.71% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Sanmina

In other Sanmina news, CEO Jure Sola sold 118,368 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $228.84, for a total transaction of $27,087,333.12. Following the transaction, the chief executive officer directly owned 1,227,573 shares in the company, valued at $280,917,805.32. This trade represents a 8.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Joseph G. Licata, Jr. sold 26,565 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $211.03, for a total transaction of $5,606,011.95. Following the transaction, the director owned 27,809 shares in the company, valued at $5,868,533.27. The trade was a 48.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 156,509 shares of company stock valued at $35,699,476. 3.10% of the stock is currently owned by corporate insiders.

Sanmina Stock Up 3.3%

SANM stock opened at $255.20 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.03 and a debt-to-equity ratio of 0.77. The company’s 50 day moving average is $213.33 and its 200 day moving average is $172.00. The stock has a market cap of $13.68 billion, a price-to-earnings ratio of 53.95, a price-to-earnings-growth ratio of 0.95 and a beta of 1.54. Sanmina Corporation has a 1-year low of $85.66 and a 1-year high of $288.68.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, April 27th. The electronics maker reported $3.16 earnings per share for the quarter, topping the consensus estimate of $2.42 by $0.74. The company had revenue of $4.01 billion for the quarter, compared to analysts’ expectations of $3.28 billion. Sanmina had a net margin of 2.29% and a return on equity of 16.23%. Sanmina’s revenue for the quarter was up 102.3% compared to the same quarter last year. During the same period in the prior year, the business earned $1.16 earnings per share. Sanmina has set its Q3 2026 guidance at 2.550-2.850 EPS and its FY 2026 guidance at 10.750-11.350 EPS. Sell-side analysts predict that Sanmina Corporation will post 9.36 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on SANM shares. Wall Street Zen raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 6th. Weiss Ratings upgraded shares of Sanmina from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, May 28th. Susquehanna initiated coverage on shares of Sanmina in a research report on Wednesday, April 1st. They issued a “neutral” rating and a $135.00 price objective on the stock. Zacks Research upgraded shares of Sanmina from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 30th. Finally, JPMorgan Chase & Co. initiated coverage on shares of Sanmina in a research report on Monday, March 30th. They issued a “neutral” rating and a $145.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $150.00.

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.