Brown Advisory Inc. Has $397.54 Million Holdings in Samsara Inc. $IOT

Brown Advisory Inc. raised its holdings in Samsara Inc. (NYSE:IOT) by 42.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,213,972 shares of the company’s stock after acquiring an additional 3,322,023 shares during the period. Brown Advisory Inc.’s holdings in Samsara were worth $397,536,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IOT. Brighton Jones LLC bought a new stake in Samsara in the fourth quarter valued at approximately $13,464,000. Royal Bank of Canada boosted its holdings in Samsara by 100.3% in the first quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock valued at $3,686,000 after acquiring an additional 48,135 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in Samsara by 2,444.6% in the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after acquiring an additional 17,088 shares during the last quarter. Empowered Funds LLC lifted its stake in Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after buying an additional 335 shares during the period. Finally, Marshall Wace LLP lifted its stake in Samsara by 142.4% in the second quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock valued at $2,739,000 after buying an additional 40,450 shares during the period. Institutional investors own 96.02% of the company’s stock.

Wall Street Analysts Forecast Growth

IOT has been the topic of a number of recent research reports. Wolfe Research reiterated an “outperform” rating on shares of Samsara in a report on Thursday. Wells Fargo & Company increased their price target on Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a research report on Friday, June 5th. UBS Group reissued a “buy” rating and issued 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 objective on Samsara in a research note on Monday, March 2nd. Finally, Truist Financial reduced their price objective on Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a research note on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Samsara presently has an average rating of “Moderate Buy” and an average price target of $46.53.

Samsara Stock Performance

IOT stock opened at $33.57 on Friday. The company has a market capitalization of $19.50 billion, a price-to-earnings ratio of 335.76, a PEG ratio of 7.86 and a beta of 1.34. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $47.47. The stock has a fifty day moving average of $30.85 and a 200-day moving average of $32.35.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.13 by $0.04. The company had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The firm’s quarterly revenue was up 30.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Equities analysts predict that Samsara Inc. will post 0.15 EPS for the current year.

Insider Transactions at Samsara

In related news, insider Sanjit Biswas sold 168,272 shares of the stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $28.58, for a total transaction of $4,809,213.76. Following the sale, the insider owned 15,200 shares of the company’s stock, valued at approximately $434,416. This represents a 91.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Marc L. Andreessen sold 613,660 shares of the stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $32.27, for a total value of $19,802,808.20. Following the sale, the director directly owned 2,256,487 shares in the company, valued at $72,816,835.49. This trade represents a 21.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 4,976,173 shares of company stock worth $155,523,670. 35.13% of the stock is owned by company insiders.

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.