Sanctuary Advisors LLC Cuts Stock Position in Sanmina Corporation $SANM

Sanctuary Advisors LLC trimmed its position in Sanmina Corporation (NASDAQ:SANM) by 54.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,786 shares of the electronics maker’s stock after selling 4,458 shares during the period. Sanctuary Advisors LLC’s holdings in Sanmina were worth $491,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vise Technologies Inc. lifted its holdings in shares of Sanmina by 2.0% during the 3rd quarter. Vise Technologies Inc. now owns 3,625 shares of the electronics maker’s stock valued at $417,000 after purchasing an additional 71 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its stake in Sanmina by 3.4% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 2,274 shares of the electronics maker’s stock worth $295,000 after buying an additional 75 shares during the last quarter. Smartleaf Asset Management LLC grew its stake in Sanmina by 7.0% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,751 shares of the electronics maker’s stock worth $266,000 after buying an additional 114 shares during the last quarter. 180 Wealth Advisors LLC increased its position in Sanmina by 7.2% during the 1st quarter. 180 Wealth Advisors LLC now owns 1,810 shares of the electronics maker’s stock valued at $235,000 after buying an additional 122 shares in the last quarter. Finally, Signaturefd LLC increased its position in Sanmina by 20.2% during the 4th quarter. Signaturefd LLC now owns 803 shares of the electronics maker’s stock valued at $121,000 after buying an additional 135 shares in the last quarter. 92.71% of the stock is owned by hedge funds and other institutional investors.

Sanmina News Summary

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Sanmina posted fiscal Q3 adjusted EPS of $3.31, well above the approximately $2.77 consensus estimate, while revenue of $3.46 billion exceeded expectations of $3.40 billion and increased 69.7% year over year. Sanmina fiscal third-quarter financial results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $11.90-$12.20, above the $10.83 consensus, and guided fiscal Q4 EPS to $3.05-$3.35 versus the $2.81 consensus. The outlook reflects continued demand for AI infrastructure, cloud-related programs, strong execution and contributions from the ZT Systems integration. Sanmina AI infrastructure growth strategy
• Positive Sentiment: Commentary highlighted new customer wins and growing AI infrastructure demand, reinforcing the longer-term growth thesis and prompting bullish coverage that the quarterly beat and higher guidance support further upside. Sanmina Q3 beat and raised fiscal 2026 guidance
• Neutral Sentiment: Fiscal 2026 revenue guidance of $14.0-$14.3 billion was broadly in line with the $14.2 billion consensus, suggesting the earnings upgrade is being driven more by profitability and mix than by a major revenue forecast increase.
• Negative Sentiment: Shares sold off despite the earnings beat and higher guidance, indicating that strong results may already have been priced in or that investors wanted a larger outlook increase. JPMorgan lowered its price target from $275 to $260 and maintained a Neutral rating, adding near-term pressure to the stock. Sanmina slides despite earnings beat

Analyst Ratings Changes

Several equities research analysts have weighed in on SANM shares. Weiss Ratings raised Sanmina from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 15th. JPMorgan Chase & Co. cut their price objective on shares of Sanmina from $275.00 to $260.00 and set a “neutral” rating on the stock in a report on Tuesday. Wall Street Zen lowered shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Zacks Research cut shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 29th. Finally, Susquehanna started coverage on shares of Sanmina in a research report on Wednesday, April 1st. They set a “neutral” rating and a $135.00 target price on the stock. Two research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $198.33.

Sanmina Stock Performance

Shares of SANM opened at $172.43 on Wednesday. The stock has a 50-day moving average of $235.12 and a two-hundred day moving average of $187.52. Sanmina Corporation has a one year low of $103.95 and a one year high of $288.68. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.03 and a current ratio of 1.71. The stock has a market cap of $9.24 billion, a P/E ratio of 30.85, a P/E/G ratio of 0.80 and a beta of 1.56.

Sanmina (NASDAQ:SANM) last announced its quarterly earnings data on Monday, July 27th. The electronics maker reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates of $2.77 by $0.54. The business had revenue of $3.46 billion for the quarter, compared to analyst estimates of $3.40 billion. Sanmina had a return on equity of 19.36% and a net margin of 2.41%.The company’s revenue was up 69.7% on a year-over-year basis. During the same period in the prior year, the company earned $1.53 earnings per share. Sanmina has set its Q4 2026 guidance at 3.050-3.350 EPS and its FY 2026 guidance at 11.900-12.200 EPS. As a group, research analysts predict that Sanmina Corporation will post 9.36 EPS for the current year.

Insider Transactions at Sanmina

In related news, EVP Alan Mcwilliams Reid sold 1,000 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $218.17, for a total value of $218,170.00. Following the transaction, the executive vice president owned 31,481 shares in the company, valued at approximately $6,868,209.77. This represents a 3.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David V. Hedley III sold 500 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $219.52, for a total transaction of $109,760.00. Following the transaction, the director directly owned 7,376 shares of the company’s stock, valued at $1,619,179.52. This represents a 6.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 129,944 shares of company stock worth $30,093,464 in the last ninety days. Corporate insiders own 3.10% of the company’s stock.

Sanmina 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.