Ilmarinen Mutual Pension Insurance Co Takes $2.63 Million Position in Samsara Inc. $IOT

Ilmarinen Mutual Pension Insurance Co bought a new position in shares of Samsara Inc. (NYSE:IOT) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 74,120 shares of the company’s stock, valued at approximately $2,628,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Optiver Holding B.V. lifted its stake in Samsara by 953.2% during the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after purchasing an additional 1,058 shares during the last quarter. IFP Advisors Inc lifted its stake in Samsara by 194.4% during the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after purchasing an additional 828 shares during the last quarter. Leonteq Securities AG purchased a new stake in Samsara during the fourth quarter worth approximately $76,000. Jones Financial Companies Lllp lifted its stake in Samsara by 73.5% during the third quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock worth $84,000 after purchasing an additional 939 shares during the last quarter. Finally, Quarry LP lifted its stake in Samsara by 95.1% during the third quarter. Quarry LP now owns 2,528 shares of the company’s stock worth $94,000 after purchasing an additional 1,232 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on IOT shares. UBS Group reaffirmed a “buy” rating and set a $48.00 price target on shares of Samsara in a research report on Friday, March 6th. The Goldman Sachs Group set a $45.00 price target on Samsara in a research report on Monday, March 2nd. KeyCorp lifted their price target on Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research report on Friday, May 22nd. Finally, BTIG Research cut their price target on Samsara from $55.00 to $45.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $46.18.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara said it earned the No. 1 spot in 23 Summer 2026 G2 Grid Reports, more than any other fleet technology brand. Because the rankings are based on verified customer reviews, the news supports the company’s competitive position and may boost confidence in future demand. Article Title
• Positive Sentiment: The latest coverage highlights Samsara’s momentum and leadership across fleet management, asset tracking, and maintenance software, reinforcing its growth narrative with customers and analysts. Article Title
• Neutral Sentiment: Several insider sales were disclosed, including transactions by co-founder Sanjit Biswas and John Bicket. The trades were made under pre-arranged 10b5-1 plans, which makes them less concerning than discretionary selling, but the sheer size may still weigh on sentiment. Article Title
• Negative Sentiment: The volume of insider selling was substantial, with Biswas and Bicket sharply reducing their holdings, which can create near-term pressure if investors view it as a sign shares have run ahead of fundamentals. Article Title

Insider Buying and Selling at Samsara

In related news, insider Sanjit Biswas sold 168,272 shares of the company’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $28.58, for a total value of $4,809,213.76. Following the completion of the transaction, the insider directly owned 15,200 shares in the company, valued at approximately $434,416. This represents a 91.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 168,227 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total value of $4,807,927.66. Following the completion of the transaction, the insider owned 15,200 shares of the company’s stock, valued at $434,416. The trade was a 91.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 2,717,947 shares of company stock valued at $79,747,111 over the last quarter. Insiders own 35.13% of the company’s stock.

Samsara Stock Up 11.3%

Shares of NYSE:IOT opened at $35.15 on Friday. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $48.40. The stock’s fifty day simple moving average is $30.28 and its 200-day simple moving average is $32.55. The company has a market capitalization of $20.41 billion, a P/E ratio of -1,756.77, a P/E/G ratio of 9.39 and a beta of 1.29.

Samsara (NYSE:IOT) last released its earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating the consensus estimate of $0.13 by $0.05. The firm had revenue of $444.30 million during the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business’s quarterly revenue was up 28.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.11 earnings per share. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. On average, sell-side analysts anticipate that Samsara Inc. will post 0.08 earnings per share for the current year.

About Samsara

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.