Pitcairn Co. Has $1.91 Million Stake in Samsara Inc. $IOT

Key Points

• Pitcairn Co. boosted its stake in Samsara by 207.9% to 51,144 shares (about $1.91 million), while institutional investors now own roughly 96.02% of the stock with large positions from Vanguard, Sands Capital and State Street.
• Samsara beat Q4 estimates with $0.18 EPS vs. $0.13 consensus and $444.3M revenue (up 28.3% YoY), and issued strong FY2027 guidance of $0.65–$0.69 EPS, well above Street expectations.
• There has been significant insider selling46.49% ownership.

Pitcairn Co. boosted its holdings in Samsara Inc. (NYSE:IOT - Free Report) by 207.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,144 shares of the company's stock after purchasing an additional 34,534 shares during the period. Pitcairn Co.'s holdings in Samsara were worth $1,905,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Samsara by 6.9% in the 3rd quarter. Vanguard Group Inc. now owns 29,716,700 shares of the company's stock valued at $1,106,947,000 after acquiring an additional 1,913,474 shares in the last quarter. Sands Capital Management LLC boosted its position in Samsara by 17.2% during the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company's stock valued at $766,808,000 after purchasing an additional 2,833,049 shares during the last quarter. State Street Corp boosted its position in Samsara by 107.8% during the second quarter. State Street Corp now owns 5,611,956 shares of the company's stock valued at $223,244,000 after purchasing an additional 2,910,916 shares during the last quarter. Geode Capital Management LLC grew its stake in Samsara by 65.6% in the second quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company's stock valued at $193,387,000 after purchasing an additional 1,931,870 shares in the last quarter. Finally, Artisan Partners Limited Partnership increased its position in shares of Samsara by 74.8% during the 2nd quarter. Artisan Partners Limited Partnership now owns 3,964,300 shares of the company's stock worth $157,700,000 after purchasing an additional 1,696,341 shares during the last quarter. 96.02% of the stock is owned by institutional investors.

Insider Activity at Samsara

In other Samsara news, insider John Bicket sold 263,900 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the transaction, the insider owned 89,400 shares in the company, valued at $3,075,360. This trade represents a 74.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total value of $9,078,160.00. Following the sale, the insider directly owned 89,400 shares of the company's stock, valued at $3,075,360. This represents a 74.70% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,905,115 shares of company stock worth $92,037,864 in the last ninety days. 46.49% of the stock is owned by company insiders.

Samsara Price Performance

Shares of IOT opened at $29.85 on Friday. The company's 50-day moving average is $30.39 and its 200-day moving average is $35.53. The firm has a market capitalization of $17.22 billion, a PE ratio of -373.13 and a beta of 1.60. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $48.40.

Samsara (NYSE:IOT - Get Free Report) last announced its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating analysts' consensus estimates of $0.13 by $0.05. The business had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. Samsara's quarterly revenue was up 28.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Analysts predict that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 beat on both EPS and revenue — reported $0.18 EPS vs. a $0.13 consensus and revenue of $444.3M (up 28.3% YoY), showing continued top-line momentum. Samsara Inc. (IOT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Strong FY2027 and Q1 guidance materially above Street views — FY EPS guide of $0.65–$0.69 vs. ~ $0.33 consensus and Q1 EPS guide of $0.12–$0.13 vs. ~ $0.07; revenue guide also topped expectations — a key catalyst for the rally. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Positive Sentiment: Durable ARR and cash flow trends — ARR reached ~$1.9B (+30% YoY) and operating cash flow improved, supporting the view of efficient growth and providing flexibility for reinvestment. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Neutral Sentiment: Wall Street remains generally positive — multiple buy/overweight ratings and a median 6‑month price target materially above the current share level, providing analyst support but also varying targets. Samsara Inc. (IOT) Stock Rises on Q4 2026 Earnings
• Negative Sentiment: Profitability weakened on some metrics — operating profit and net income declined YoY and the company still shows negative net margin/ROE on reported figures, which tempers the beat. Samsara Inc. (IOT) Stock Rises on Q4 2026 Earnings
• Negative Sentiment: Significant insider selling and notable institutional portfolio shifts were highlighted in the reporting, which could pressure sentiment despite the quarter's positives. Samsara Inc. (IOT) Stock Rises on Q4 2026 Earnings

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Wells Fargo & Company cut their price objective on Samsara from $52.00 to $43.00 and set an "overweight" rating for the company in a report on Wednesday, February 4th. Bank of America increased their price target on shares of Samsara from $53.00 to $55.00 and gave the company a "buy" rating in a research note on Friday, December 5th. JPMorgan Chase & Co. lifted their price objective on shares of Samsara from $46.00 to $48.00 and gave the company a "neutral" rating in a research report on Friday, December 5th. Truist Financial dropped their target price on shares of Samsara from $39.00 to $30.00 and set a "hold" rating on the stock in a report on Tuesday, February 17th. Finally, Piper Sandler reiterated an "overweight" rating and set a $37.00 price target (down from $49.00) on shares of Samsara in a report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $45.69.

About Samsara

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.

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