Samsara Inc. $IOT Shares Acquired by Windmill Hill Asset Management Ltd

Windmill Hill Asset Management Ltd raised its stake in shares of Samsara Inc. (NYSE:IOT) by 126.7% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 21,665 shares of the company’s stock after purchasing an additional 12,107 shares during the quarter. Samsara comprises 0.2% of Windmill Hill Asset Management Ltd’s portfolio, making the stock its 15th largest position. Windmill Hill Asset Management Ltd’s holdings in Samsara were worth $862,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Jennison Associates LLC grew its stake in shares of Samsara by 1,881.8% during the 1st quarter. Jennison Associates LLC now owns 11,763,133 shares of the company’s stock valued at $450,881,000 after buying an additional 11,169,571 shares during the period. Vanguard Group Inc. grew its position in Samsara by 12.0% during the first quarter. Vanguard Group Inc. now owns 23,495,471 shares of the company’s stock valued at $900,581,000 after acquiring an additional 2,516,882 shares during the period. Baillie Gifford & Co. increased its stake in Samsara by 7.1% during the first quarter. Baillie Gifford & Co. now owns 35,277,488 shares of the company’s stock worth $1,352,186,000 after acquiring an additional 2,348,101 shares during the last quarter. Bessemer Group Inc. raised its holdings in shares of Samsara by 2,635,339.0% in the 1st quarter. Bessemer Group Inc. now owns 1,080,530 shares of the company’s stock worth $41,418,000 after purchasing an additional 1,080,489 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Samsara by 58.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,823,484 shares of the company’s stock valued at $108,224,000 after purchasing an additional 1,047,068 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Insider Activity

In other news, major shareholder Horowitz Lsv Fund I. Andreessen sold 793,331 shares of the business’s stock in a transaction that occurred on Tuesday, September 9th. The stock was sold at an average price of $38.55, for a total transaction of $30,582,910.05. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, major shareholder Parallel Fund Iv L.P. Ah sold 793,331 shares of Samsara stock in a transaction on Tuesday, September 9th. The shares were sold at an average price of $38.55, for a total value of $30,582,910.05. The disclosure for this sale can be found here. Insiders have sold a total of 3,734,679 shares of company stock worth $140,267,375 in the last quarter. Company insiders own 46.49% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on IOT shares. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Samsara in a research report on Wednesday, October 8th. Royal Bank Of Canada upped their target price on Samsara from $44.00 to $46.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a report on Friday, August 15th. Evercore ISI set a $50.00 target price on Samsara and gave the company an “outperform” rating in a research report on Wednesday, October 1st. Finally, Craig Hallum upgraded shares of Samsara from a “hold” rating to a “buy” rating and lifted their price target for the stock from $42.00 to $48.00 in a research note on Friday, September 5th. Eight research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $49.55.

Samsara Stock Performance

NYSE IOT opened at $37.58 on Tuesday. The firm has a market capitalization of $21.55 billion, a PE ratio of -234.84 and a beta of 1.60. Samsara Inc. has a one year low of $31.40 and a one year high of $61.90. The company has a 50-day simple moving average of $36.88 and a 200-day simple moving average of $39.16.

Samsara (NYSE:IOT) last posted its earnings results on Thursday, September 4th. The company reported $0.12 EPS for the quarter, beating the consensus estimate of $0.07 by $0.05. The company had revenue of $391.48 million during the quarter, compared to analyst estimates of $372.22 million. Samsara had a negative return on equity of 7.53% and a negative net margin of 6.16%.The business’s revenue was up 30.4% compared to the same quarter last year. During the same period in the prior year, the company earned $0.05 earnings per share. Samsara has set its FY 2026 guidance at 0.450-0.470 EPS. Q3 2026 guidance at 0.110-0.12 EPS. Equities analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current year.

About Samsara

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.