Sanmina Corporation $SANM Shares Bought by Leuthold Group LLC

Leuthold Group LLC lifted its holdings in shares of Sanmina Corporation (NASDAQ:SANM) by 9.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 39,823 shares of the electronics maker’s stock after purchasing an additional 3,444 shares during the quarter. Leuthold Group LLC owned about 0.07% of Sanmina worth $8,558,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. RFG Advisory LLC acquired a new stake in Sanmina in the 2nd quarter worth about $1,218,000. Ausbil Investment Management Ltd increased its stake in shares of Sanmina by 124.2% during the 3rd quarter. Ausbil Investment Management Ltd now owns 17,157 shares of the electronics maker’s stock valued at $3,687,000 after acquiring an additional 9,503 shares during the last quarter. Bank of America Corp DE acquired a new position in shares of Sanmina during the 2nd quarter valued at about $189,012,000. Assenagon Asset Management S.A. acquired a new position in shares of Sanmina during the 3rd quarter valued at about $4,416,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Sanmina by 18.0% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 122,167 shares of the electronics maker’s stock worth $30,918,000 after acquiring an additional 18,618 shares during the period. Hedge funds and other institutional investors own 92.71% of the company’s stock.

Sanmina Stock Performance

Shares of NASDAQ:SANM opened at $149.64 on Tuesday. The firm has a market capitalization of $8.02 billion, a PE ratio of 26.77, a P/E/G ratio of 0.40 and a beta of 1.72. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.78 and a quick ratio of 1.06. The business has a 50-day moving average of $192.37 and a two-hundred day moving average of $190.56. Sanmina Corporation has a 12 month low of $118.10 and a 12 month high of $288.68.

Sanmina (NASDAQ:SANM) last released its quarterly earnings data on Monday, November 9th. The electronics maker reported $4.43 earnings per share for the quarter, beating the consensus estimate of $3.27 by $1.16. Sanmina had a return on equity of 19.08% and a net margin of 2.41%. The business had revenue of $3.86 billion for the quarter, compared to analyst estimates of $3.48 billion. During the same period in the previous year, the company posted $1.67 EPS. The company’s revenue was up 84.0% compared to the same quarter last year. Sanmina has set its Q1 2027 guidance at 3.500-3.850 EPS and its FY 2027 guidance at 15.500-17.500 EPS. As a group, research analysts forecast that Sanmina Corporation will post 10.74 earnings per share for the current year.

Sanmina News Summary

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: For fiscal Q4 2026, Sanmina earned $4.43 per share, beating the $3.27 consensus estimate and rising from $1.67 a year earlier. Revenue was $3.86 billion, ahead of the $3.48 billion estimate and up 84% year over year. Sanmina fiscal 2026 results
• Positive Sentiment: Management’s fiscal 2027 outlook also topped expectations: EPS guidance of $15.50–$17.50 compares with analyst consensus of $13.90, while revenue guidance of $17.5 billion–$19.5 billion is above the $16.7 billion estimate. Sanmina Q4 earnings and guidance
• Positive Sentiment: First-quarter fiscal 2027 EPS guidance of $3.50–$3.85 likewise exceeds the $2.91 consensus, reinforcing expectations for continued earnings momentum. Sanmina beats Q4 estimates

Wall Street Analysts Forecast Growth

SANM has been the topic of several research analyst reports. Wall Street Zen raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a research report on Sunday, October 11th. JPMorgan Chase & Co. dropped their price target on shares of Sanmina from $275.00 to $260.00 and set a “neutral” rating for the company in a research report on Tuesday, July 28th. Weiss Ratings downgraded shares of Sanmina from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, September 18th. Finally, Zacks Research lowered shares of Sanmina from a “strong-buy” rating to a “hold” rating in a report on Monday, September 28th. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Sanmina presently has a consensus rating of “Hold” and an average price target of $198.33.

Sanmina Profile

Sanmina Corporation is a provider of integrated manufacturing solutions for companies that develop complex electronic, optical, and electromechanical products. Its services span product design and engineering, supply-chain management, manufacturing, and logistics, as well as repair and other aftermarket support.

The company serves customers in markets that include communications networks, cloud and data-center infrastructure, medical and life sciences, automotive, industrial equipment, and aerospace and defense.