American Century Companies Inc. Has $29.44 Million Position in Super Micro Computer, Inc. $SMCI

Key Points

• American Century Companies Inc. increased its stake in Super Micro Computer by 434.0% during the first quarter, owning 859,821 shares worth $29.44 million as of the latest reporting period.
• Institutional investors hold 84.06% of Super Micro Computer's stock, with notable increases in holdings from Northern Trust Corp and UBS AM by over 1,573.8% and 6,368.8%, respectively.
• Super Micro Computer reported earnings of $0.41 per share, missing estimates, along with revenue of $5.76 billion, which was below expectations of $5.88 billion, reflecting a year-over-year revenue growth of 8.5%.

American Century Companies Inc. lifted its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 434.0% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 859,821 shares of the company's stock after acquiring an additional 698,814 shares during the period. American Century Companies Inc. owned 0.14% of Super Micro Computer worth $29,440,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of SMCI. Northern Trust Corp lifted its position in shares of Super Micro Computer by 1,573.8% during the 4th quarter. Northern Trust Corp now owns 4,897,876 shares of the company's stock valued at $149,287,000 after acquiring an additional 4,605,260 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of Super Micro Computer by 6,368.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,815,996 shares of the company's stock valued at $85,832,000 after acquiring an additional 2,772,464 shares during the period. Vanguard Group Inc. lifted its position in shares of Super Micro Computer by 3.9% during the 1st quarter. Vanguard Group Inc. now owns 64,407,769 shares of the company's stock valued at $2,205,322,000 after acquiring an additional 2,415,276 shares during the period. Nuveen LLC acquired a new position in shares of Super Micro Computer during the 1st quarter valued at $53,031,000. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of Super Micro Computer by 1,029.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,419,255 shares of the company's stock valued at $43,260,000 after acquiring an additional 1,293,647 shares during the period. Institutional investors and hedge funds own 84.06% of the company's stock.

Insiders Place Their Bets

In other news, Director Liang Chiu-Chu Sara Liu sold 300,000 shares of Super Micro Computer stock in a transaction on Wednesday, June 18th. The stock was sold at an average price of $45.00, for a total transaction of $13,500,000.00. Following the sale, the director directly owned 66,903,640 shares in the company, valued at $3,010,663,800. The trade was a 0.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Charles Liang sold 300,000 shares of the firm's stock in a transaction dated Wednesday, June 18th. The stock was sold at an average price of $45.00, for a total transaction of $13,500,000.00. Following the sale, the chief executive officer owned 66,903,640 shares of the company's stock, valued at $3,010,663,800. This trade represents a 0.45% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 1,000,000 shares of company stock valued at $51,000,000 in the last 90 days. Corporate insiders own 16.30% of the company's stock.

Super Micro Computer Trading Down 0.7%

NASDAQ:SMCI opened at $42.31 on Friday. Super Micro Computer, Inc. has a 52 week low of $17.25 and a 52 week high of $66.44. The firm has a 50-day moving average price of $48.99 and a two-hundred day moving average price of $42.43. The company has a debt-to-equity ratio of 0.74, a quick ratio of 3.32 and a current ratio of 5.32. The firm has a market cap of $25.25 billion, a price-to-earnings ratio of 25.49, a price-to-earnings-growth ratio of 1.06 and a beta of 1.46.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last announced its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing analysts' consensus estimates of $0.44 by ($0.03). The business had revenue of $5.76 billion during the quarter, compared to analysts' expectations of $5.88 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.Super Micro Computer's quarterly revenue was up 8.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $6.25 EPS. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. On average, equities analysts expect that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have weighed in on SMCI shares. The Goldman Sachs Group upped their price objective on shares of Super Micro Computer from $24.00 to $27.00 and gave the stock a "sell" rating in a report on Wednesday, August 6th. Northland Securities set a $59.00 price objective on shares of Super Micro Computer in a report on Wednesday, May 7th. JPMorgan Chase & Co. lowered their price objective on shares of Super Micro Computer from $46.00 to $45.00 and set a "neutral" rating on the stock in a report on Wednesday, August 6th. Barclays upped their price objective on shares of Super Micro Computer from $29.00 to $45.00 and gave the stock an "equal weight" rating in a report on Thursday, August 7th. Finally, KGI Securities started coverage on shares of Super Micro Computer in a report on Wednesday, May 7th. They set a "neutral" rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Hold" and an average price target of $44.75.

About Super Micro Computer

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.

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