Flex Ltd. $FLEX Stock Holdings Raised by Nomura Asset Management Co. Ltd.

Nomura Asset Management Co. Ltd. raised its stake in Flex Ltd. (NASDAQ:FLEX) by 2,543.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 122,120 shares of the technology company’s stock after acquiring an additional 117,500 shares during the period. Nomura Asset Management Co. Ltd.’s holdings in Flex were worth $7,378,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of FLEX. Vanguard Group Inc. increased its position in shares of Flex by 196.1% in the 4th quarter. Vanguard Group Inc. now owns 38,746,330 shares of the technology company’s stock worth $2,341,053,000 after purchasing an additional 25,662,586 shares during the last quarter. Norges Bank acquired a new position in shares of Flex in the 4th quarter valued at about $319,756,000. State Street Corp boosted its holdings in shares of Flex by 38.0% in the 2nd quarter. State Street Corp now owns 12,259,554 shares of the technology company’s stock valued at $611,997,000 after buying an additional 3,377,669 shares during the period. Qube Research & Technologies Ltd boosted its holdings in shares of Flex by 118.1% in the 3rd quarter. Qube Research & Technologies Ltd now owns 2,811,248 shares of the technology company’s stock valued at $162,968,000 after buying an additional 1,522,308 shares during the period. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Flex by 80.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,645,745 shares of the technology company’s stock valued at $153,374,000 after buying an additional 1,183,464 shares during the period. Institutional investors own 94.30% of the company’s stock.

Insider Buying and Selling

In other news, insider Michael P. Hartung sold 22,216 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $142.38, for a total value of $3,163,114.08. Following the completion of the sale, the insider directly owned 232,706 shares of the company’s stock, valued at approximately $33,132,680.28. This represents a 8.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Revathi Advaithi sold 83,500 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $132.87, for a total transaction of $11,094,645.00. Following the completion of the sale, the chief executive officer owned 605,522 shares in the company, valued at $80,455,708.14. The trade was a 12.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 329,512 shares of company stock worth $44,459,298. Company insiders own 0.57% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on FLEX shares. Wall Street Zen lowered shares of Flex from a “strong-buy” rating to a “buy” rating in a report on Sunday, March 8th. JPMorgan Chase & Co. lifted their price target on shares of Flex from $75.00 to $84.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Zacks Research raised shares of Flex from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 13th. Robert W. Baird set a $165.00 price target on shares of Flex in a report on Thursday, May 7th. Finally, KeyCorp boosted their target price on shares of Flex from $75.00 to $180.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.80.

Key Headlines Impacting Flex

Here are the key news stories impacting Flex this week:

• Positive Sentiment: Flex highlighted new AI data-center power solutions at COMPUTEX 2026, including a 110 kW shelf for NVIDIA Vera Rubin systems and upgraded power-management technology, which supports the company’s growth story in AI infrastructure. Article Title
• Positive Sentiment: Market sentiment also improved around AI-linked hardware names, with investors viewing Flex as a beneficiary of rising data-center spending and power-infrastructure demand. Article Title
• Positive Sentiment: Flex recently announced a new $1.45 billion senior term loan facility, which strengthens liquidity and may help fund operations, acquisitions, or strategic initiatives. Article Title
• Neutral Sentiment: Flex presented at the Bank of America 2026 Global Technology Conference, but the transcript itself does not appear to include a single major new headline; it mainly reinforces investor attention on the company’s strategy and business mix. Article Title
• Neutral Sentiment: A DCF-based valuation note suggested Flex may be trading well above estimated intrinsic value, which could temper enthusiasm if investors focus on valuation rather than growth momentum. Article Title

Flex Trading Up 1.6%

Shares of NASDAQ:FLEX opened at $161.94 on Thursday. The company has a 50 day moving average of $104.12 and a 200-day moving average of $77.51. The firm has a market cap of $59.33 billion, a P/E ratio of 69.50, a P/E/G ratio of 0.84 and a beta of 1.64. Flex Ltd. has a twelve month low of $42.31 and a twelve month high of $166.86. The company has a current ratio of 1.36, a quick ratio of 0.87 and a debt-to-equity ratio of 0.73.

Flex (NASDAQ:FLEX) last issued its quarterly earnings results on Tuesday, March 31st. The technology company reported $0.93 earnings per share for the quarter. The company had revenue of $7.48 billion during the quarter. Flex had a net margin of 3.15% and a return on equity of 22.12%. As a group, analysts anticipate that Flex Ltd. will post 4.15 earnings per share for the current fiscal year.

Flex Profile

Flex (NASDAQ: FLEX), formerly known as Flextronics, is a global provider of electronics manufacturing services (EMS) and original design manufacturing (ODM). The company offers end-to-end product lifecycle solutions including product design and engineering, prototyping, volume manufacturing, testing, and aftermarket services. Its offerings extend into supply chain management, component sourcing, logistics and distribution, and advanced manufacturing capabilities such as automation and digital manufacturing to support customers from concept through end-of-life.

Flex serves a broad range of industries, including automotive, healthcare, industrial, communications, and consumer electronics, working with original equipment manufacturers (OEMs) and technology companies to accelerate time to market and manage complex supply chains.