Plexus (NASDAQ:PLXS) CAO Angelo Michael Ninivaggi, Jr. Sells 4,303 Shares of Stock

Plexus Corp. (NASDAQ:PLXS) CAO Angelo Michael Ninivaggi, Jr. sold 4,303 shares of Plexus stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $203.06, for a total transaction of $873,767.18. Following the completion of the transaction, the chief accounting officer owned 20,099 shares of the company’s stock, valued at $4,081,302.94. This represents a 17.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Plexus Price Performance

Plexus stock opened at $206.22 on Friday. The firm has a market capitalization of $5.52 billion, a P/E ratio of 32.07 and a beta of 0.81. Plexus Corp. has a one year low of $103.43 and a one year high of $208.92. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.59 and a quick ratio of 0.75. The business has a fifty day moving average price of $165.98 and a 200-day moving average price of $148.17.

Plexus (NASDAQ:PLXS) last issued its earnings results on Wednesday, January 28th. The technology company reported $1.78 EPS for the quarter, topping the consensus estimate of $1.77 by $0.01. Plexus had a return on equity of 12.39% and a net margin of 4.28%.The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter last year, the company earned $1.73 EPS. The firm’s revenue was up 9.6% compared to the same quarter last year. Plexus has set its Q2 2026 guidance at 1.800-1.950 EPS. As a group, equities research analysts forecast that Plexus Corp. will post 5.9 EPS for the current year.

Key Headlines Impacting Plexus

Here are the key news stories impacting Plexus this week:

• Positive Sentiment: Analysts raised price targets and reiterated constructive coverage (Benchmark, Needham, Williams Trading among others), which supports upside momentum and investor confidence. Read More.
• Positive Sentiment: Major institutional holders increased positions (e.g., MFS, Wedge Capital), indicating continued institutional demand beneath the surface. Read More.
• Positive Sentiment: Recent media/analyst pieces highlight Plexus as a top momentum and growth stock for the long term, reinforcing a bullish narrative for growth investors. Read More.
• Neutral Sentiment: Q4 results showed a very slight EPS beat ($1.78 vs. $1.77 est.) and revenue roughly in line; management set Q2 FY2026 guidance of $1.80–$1.95 EPS — solid but not a clear accelerating catalyst. Read More.
• Negative Sentiment: Cluster of insider sales by senior executives: CFO Patrick J. Jermain sold shares on Feb 4 (3,587 shares reported), CAO Angelo Ninivaggi Jr. sold 4,303 shares on Feb 5, and Chairman Dean Foate sold 5,000 shares on Feb 2 — combined sales may prompt profit‑taking or signal executives monetizing near recent highs. Read More. Read More. Read More.
• Negative Sentiment: Other executive sales (including prior CEO sales reported early Feb) add to the appearance of management realizing gains after a sharp run-up, which can weigh on sentiment if sustained. Read More.

Institutional Trading of Plexus

A number of hedge funds have recently bought and sold shares of the company. EverSource Wealth Advisors LLC grew its position in Plexus by 19.7% during the fourth quarter. EverSource Wealth Advisors LLC now owns 1,019 shares of the technology company’s stock valued at $150,000 after acquiring an additional 168 shares during the last quarter. Covestor Ltd boosted its stake in shares of Plexus by 207.7% in the 4th quarter. Covestor Ltd now owns 240 shares of the technology company’s stock valued at $35,000 after purchasing an additional 162 shares in the last quarter. GSA Capital Partners LLP grew its holdings in shares of Plexus by 159.6% during the 4th quarter. GSA Capital Partners LLP now owns 14,638 shares of the technology company’s stock valued at $2,152,000 after purchasing an additional 8,999 shares during the last quarter. ProShare Advisors LLC raised its position in Plexus by 3.2% in the 4th quarter. ProShare Advisors LLC now owns 5,228 shares of the technology company’s stock worth $769,000 after purchasing an additional 161 shares during the period. Finally, TD Private Client Wealth LLC lifted its stake in Plexus by 96.8% in the fourth quarter. TD Private Client Wealth LLC now owns 748 shares of the technology company’s stock worth $110,000 after purchasing an additional 368 shares during the last quarter. Institutional investors own 94.45% of the company’s stock.

Analyst Upgrades and Downgrades

PLXS has been the topic of a number of recent analyst reports. Williams Trading set a $195.00 price objective on Plexus in a research report on Wednesday, January 28th. Weiss Ratings upgraded Plexus from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday. Wall Street Zen downgraded Plexus from a “buy” rating to a “hold” rating in a research report on Saturday, November 22nd. Stifel Nicolaus boosted their price objective on Plexus from $150.00 to $200.00 and gave the stock a “hold” rating in a report on Friday, January 30th. Finally, Benchmark upped their price objective on shares of Plexus from $165.00 to $195.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $189.20.

About Plexus

Plexus Corp. (NASDAQ: PLXS) is a global provider of electronics manufacturing services (EMS) and precision engineered electronics solutions. Headquartered in Neenah, Wisconsin, the company partners with original equipment manufacturers across industries such as medical, industrial, aerospace and defense, computing, and communications. Plexus offers a full suite of services that span new product introduction, product lifecycle management, supply chain management, printed circuit board assembly, system integration, and aftermarket support.

Founded in 1979, Plexus has grown from a regional electronics assembler into a multinational organization with manufacturing and engineering centers across North America, Europe, and Asia.