Fjarde AP Fonden Fourth Swedish National Pension Fund Purchases 21,000 Shares of Samsara Inc. $IOT

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its position in shares of Samsara Inc. (NYSE:IOT) by 37.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 76,900 shares of the company’s stock after buying an additional 21,000 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Samsara were worth $2,726,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in IOT. Optiver Holding B.V. grew its position in shares of Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after buying an additional 1,058 shares in the last quarter. IFP Advisors Inc grew its position in shares of Samsara by 194.4% during the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after buying an additional 828 shares in the last quarter. Leonteq Securities AG bought a new position in shares of Samsara during the 4th quarter worth $76,000. Jones Financial Companies Lllp grew its position in shares of Samsara by 73.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock worth $84,000 after buying an additional 939 shares in the last quarter. Finally, Quarry LP grew its position in shares of Samsara by 95.1% during the 3rd quarter. Quarry LP now owns 2,528 shares of the company’s stock worth $94,000 after buying an additional 1,232 shares in the last quarter. Institutional investors own 96.02% of the company’s stock.

Samsara Price Performance

Shares of IOT stock opened at $33.60 on Wednesday. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The stock’s 50-day moving average is $30.77 and its 200 day moving average is $32.39. The company has a market cap of $19.51 billion, a P/E ratio of 336.00, a PEG ratio of 15.50 and a beta of 1.34.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. Samsara had a return on equity of 2.07% and a net margin of 3.32%.The company had revenue of $478.84 million for the quarter, compared to the consensus estimate of $455.21 million. During the same quarter last year, the company earned $0.11 earnings per share. The firm’s revenue for the quarter was up 30.5% compared to the same quarter last year. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. On average, analysts anticipate that Samsara Inc. will post 0.08 EPS for the current year.

Analyst Ratings Changes

IOT has been the topic of a number of recent research reports. Royal Bank Of Canada increased their price target on Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research report on Friday. The Goldman Sachs Group set a $45.00 price target on Samsara in a research report on Monday, March 2nd. BMO Capital Markets increased their price target on Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. TD Cowen reissued a “buy” rating on shares of Samsara in a research report on Friday, May 22nd. Finally, Weiss Ratings raised Samsara from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $46.53.

Insider Activity at Samsara

In other Samsara news, insider John Bicket sold 30,345 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $31.20, for a total value of $946,764.00. Following the completion of the sale, the insider owned 153,828 shares of the company’s stock, valued at approximately $4,799,433.60. This trade represents a 16.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dominic Phillips sold 19,547 shares of the firm’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $35.39, for a total value of $691,768.33. Following the completion of the sale, the insider directly owned 929,575 shares of the company’s stock, valued at approximately $32,897,659.25. This represents a 2.06% decrease in their position. 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. Insiders have sold 2,719,686 shares of company stock valued at $79,904,640 over the last 90 days. Company insiders own 35.13% of the company’s stock.

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.