Occam Crest Management LP Takes Position in Sanmina Corporation $SANM

Occam Crest Management LP acquired a new position in shares of Sanmina Corporation (NASDAQ:SANM) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 20,000 shares of the electronics maker’s stock, valued at approximately $3,001,000. Sanmina makes up approximately 2.1% of Occam Crest Management LP’s holdings, making the stock its 18th biggest position.

Several other hedge funds have also recently added to or reduced their stakes in the company. Amundi purchased a new stake in shares of Sanmina in the 1st quarter valued at approximately $391,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Sanmina by 4.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 31,968 shares of the electronics maker’s stock worth $2,435,000 after purchasing an additional 1,387 shares during the last quarter. United Services Automobile Association purchased a new stake in shares of Sanmina during the 1st quarter worth $256,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Sanmina by 10.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 126,287 shares of the electronics maker’s stock worth $9,621,000 after purchasing an additional 12,061 shares in the last quarter. Finally, Jane Street Group LLC grew its stake in shares of Sanmina by 572.5% during the first quarter. Jane Street Group LLC now owns 79,846 shares of the electronics maker’s stock worth $6,083,000 after purchasing an additional 67,973 shares in the last quarter. Institutional investors and hedge funds own 92.71% of the company’s stock.

Sanmina Trading Up 1.8%

Shares of Sanmina stock opened at $259.82 on Tuesday. The company has a fifty day simple moving average of $215.92 and a 200-day simple moving average of $172.87. Sanmina Corporation has a 12-month low of $86.57 and a 12-month high of $288.68. 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 stock has a market cap of $13.93 billion, a price-to-earnings ratio of 54.93, a PEG ratio of 0.98 and a beta of 1.54.

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

Analyst Upgrades and Downgrades

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

Insider Buying and Selling at Sanmina

In other news, 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 value of $109,760.00. Following the completion of the sale, the director directly owned 7,376 shares of the company’s stock, valued at approximately $1,619,179.52. The trade was a 6.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, 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 value of $218,170.00. Following the completion of the sale, the executive vice president directly 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 156,509 shares of company stock valued at $35,699,476. 3.10% of the stock is owned by insiders.

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.