Sanctuary Advisors LLC Boosts Stock Position in Sanmina Corporation $SANM

Key Points

• Sanctuary Advisors raised its stake in Sanmina by 137% in Q4 to 8,244 shares worth about $1.24 million, and institutional investors now own roughly 92.71% of the stock.
• Sanmina reported a sizable Q1 beat — revenue of $4.01 billion (+102.3% YoY) and EPS of $3.16 vs. $2.42 expected — and issued strong Q3 and FY2026 guidance (Q3: 2.55–2.85 EPS; FY: 10.75–11.35 EPS), a key catalyst for recent momentum.
• Despite the upbeat results, insiders sold 42,664 shares (~$8.22 million) over the past three months, while analysts' consensus is a "Moderate Buy" with a $150 target versus the stock trading near $222 and approaching its 52‑week high.

Sanctuary Advisors LLC raised its stake in shares of Sanmina Corporation (NASDAQ:SANM - Free Report) by 137.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,244 shares of the electronics maker's stock after buying an additional 4,766 shares during the quarter. Sanctuary Advisors LLC's holdings in Sanmina were worth $1,237,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Optiver Holding B.V. boosted its stake in Sanmina by 36.6% in the 3rd quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker's stock worth $25,000 after purchasing an additional 59 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in Sanmina during the 3rd quarter valued at about $26,000. Root Financial Partners LLC purchased a new position in Sanmina in the third quarter worth about $34,000. Federated Hermes Inc. raised its holdings in Sanmina by 88.6% in the third quarter. Federated Hermes Inc. now owns 464 shares of the electronics maker's stock worth $53,000 after buying an additional 218 shares during the last quarter. Finally, TD Waterhouse Canada Inc. lifted its stake in shares of Sanmina by 40.5% in the third quarter. TD Waterhouse Canada Inc. now owns 559 shares of the electronics maker's stock worth $65,000 after buying an additional 161 shares in the last quarter. 92.71% of the stock is owned by hedge funds and other institutional investors.

Sanmina Price Performance

NASDAQ SANM opened at $221.89 on Wednesday. The business's fifty day moving average is $149.37 and its 200 day moving average is $152.46. Sanmina Corporation has a fifty-two week low of $77.35 and a fifty-two week high of $230.56. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.03 and a current ratio of 1.71. The company has a market capitalization of $11.89 billion, a PE ratio of 46.91, a price-to-earnings-growth ratio of 0.83 and a beta of 1.51.

Sanmina (NASDAQ:SANM - Get Free Report) last posted its quarterly earnings results on Monday, April 27th. The electronics maker reported $3.16 earnings per share for the quarter, topping analysts' consensus estimates of $2.42 by $0.74. Sanmina had a net margin of 2.29% and a return on equity of 16.23%. The business had revenue of $4.01 billion during the quarter, compared to analyst estimates of $3.28 billion. During the same period in the prior year, the business posted $1.16 earnings per share. The company's revenue was up 102.3% on a year-over-year basis. Sanmina has set its Q3 2026 guidance at 2.550-2.850 EPS and its FY 2026 guidance at 10.750-11.350 EPS. Sell-side analysts predict that Sanmina Corporation will post 9.36 earnings per share for the current year.

Insiders Place Their Bets

In related news, CFO Jonathan P. Faust sold 10,075 shares of the business's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $159.30, for a total value of $1,604,947.50. Following the transaction, the chief financial officer directly owned 87,076 shares of the company's stock, valued at approximately $13,871,206.80. The trade was a 10.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director David V. Hedley III sold 500 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $219.52, for a total transaction of $109,760.00. Following the sale, the director directly owned 7,376 shares of the company's stock, valued at approximately $1,619,179.52. This trade represents a 6.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 42,664 shares of company stock worth $8,224,670. Company insiders own 3.10% of the company's stock.

More Sanmina News

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Quarterly results and guidance: Sanmina reported a sizeable Q1 beat (revenue +102% YoY, EPS well above consensus) and provided strong FY/Q3 2026 guidance, which is the primary catalyst for investor optimism. Sanmina, Northwest, and Cincinnati post strong Q1 on cost discipline
• Positive Sentiment: Analyst/momentum endorsements: Zacks has added SANM to its Rank #1 (Strong Buy) growth list and published momentum-focused writeups highlighting Sanmina as a top momentum pick, supporting further buying from growth traders. Best Growth Stocks to Buy for May 5th
• Positive Sentiment: Institutional support: Several large funds have recently increased stakes (Invesco, Geode, Vaughan Nelson, etc.), which reduces free float and can amplify positive momentum. SANM stock page
• Neutral Sentiment: Technical strength: Coverage notes SANM trading near 52‑week highs, signaling momentum but not guaranteeing follow‑through; this is more a technical tailwind than a fundamental change. 4 Stocks Trading Near 52-Week High With More Upside Potential
• Neutral Sentiment: Follow-up research: Analyst Q&A from the Q1 call and peer comparisons (Jabil vs. Sanmina) offer deeper context for investors weighing valuation versus growth. 5 must-read analyst questions from Sanmina’s Q1 earnings call
• Negative Sentiment: Insider selling — EVP Alan Mcwilliams Reid sold 1,000 shares (~$218 each), a modest trim that can be perceived negatively by short‑term traders. Alan Mcwilliams Reid SEC filing
• Negative Sentiment: Insider selling — Director David V. Hedley III sold 500 shares at roughly $219.5; combined with other insider sales it adds short‑term selling pressure. David V. Hedley III SEC filing
• Negative Sentiment: Large insider sale: a reported 26,565‑share sale by Joseph Licata Jr. is more material and may increase near‑term supply. Joseph Licata, Jr. Sells 26,565 Shares of Sanmina Stock

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on SANM shares. Wall Street Zen upgraded shares of Sanmina from a "buy" rating to a "strong-buy" rating in a report on Saturday. JPMorgan Chase & Co. initiated coverage on Sanmina in a report on Monday, March 30th. They issued a "neutral" rating and a $145.00 target price for the company. Weiss Ratings upgraded Sanmina from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, April 29th. Zacks Research raised Sanmina from a "hold" rating to a "strong-buy" rating in a report on Thursday, April 30th. Finally, Susquehanna started coverage on Sanmina in a report on Wednesday, April 1st. They issued a "neutral" rating and a $135.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $150.00.

Sanmina Company Profile

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina's core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.

Want to see what other hedge funds are holding SANM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sanmina Corporation (NASDAQ:SANM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.