Samsara Inc. $IOT Shares Sold by Strs Ohio

Strs Ohio trimmed its holdings in Samsara Inc. (NYSE:IOT) by 65.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,500 shares of the company’s stock after selling 193,624 shares during the quarter. Strs Ohio’s holdings in Samsara were worth $3,598,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Versant Capital Management Inc increased its holdings in shares of Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after purchasing an additional 851 shares during the last quarter. Optiver Holding B.V. boosted its stake in Samsara by 953.2% during the third 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 during the last quarter. IFP Advisors Inc grew its holdings in Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after buying an additional 828 shares in the last quarter. Jones Financial Companies Lllp grew its holdings in Samsara by 73.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock valued at $84,000 after buying an additional 939 shares in the last quarter. Finally, Quarry LP grew its holdings in Samsara by 95.1% in the 3rd quarter. Quarry LP now owns 2,528 shares of the company’s stock valued at $94,000 after buying an additional 1,232 shares in the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Samsara Stock Performance

Shares of IOT opened at $30.45 on Wednesday. The stock has a market capitalization of $17.68 billion, a PE ratio of -1,521.59, a P/E/G ratio of 11.22 and a beta of 1.29. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $48.40. The company’s 50-day simple moving average is $30.44 and its 200-day simple moving average is $33.59.

Samsara (NYSE:IOT) last announced its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The firm had revenue of $444.30 million during the quarter, compared to analysts’ expectations of $422.29 million. During the same quarter in the previous year, the business posted $0.11 earnings per share. The business’s quarterly revenue was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. On average, sell-side analysts predict that Samsara Inc. will post 0.06 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. BNP Paribas Exane upgraded Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target on the stock in a report on Thursday, January 15th. Royal Bank Of Canada raised their price objective on shares of Samsara from $35.00 to $41.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Wells Fargo & Company lifted their target price on shares of Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. BTIG Research dropped their price target on shares of Samsara from $55.00 to $45.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Finally, Evercore restated an “outperform” rating on shares of Samsara in a report on Friday, March 6th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $46.18.

Insider Buying and Selling at Samsara

In other news, insider John Bicket sold 263,900 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00. Following the sale, the insider directly owned 57,600 shares in the company, valued at approximately $1,490,112. This trade represents a 82.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $25.87, for a total value of $6,827,093.00. Following the completion of the transaction, the insider owned 57,600 shares of the company’s stock, valued at approximately $1,490,112. This trade represents a 82.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 2,188,539 shares of company stock valued at $62,320,764. Insiders own 46.49% of the company’s stock.

Samsara Company Profile

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.