Sigma Planning Corp Takes $723,000 Position in Flex Ltd. $FLEX

Key Points

• Sigma Planning Corp initiated a new position in Flex Ltd., purchasing 11,965 shares valued at about $723,000 in the fourth quarter per its latest 13F filing.
• The company's COO, Kwang Hooi Tan, sold 17,500 shares on March 9 for roughly $1.03 million, reducing his holding by about 6.97% (insiders now own 0.57% of the stock).
• Operational catalysts: Flex beat Q4 estimates (EPS $0.93, revenue $7.48B), raised FY2027 and Q1 guidance, and announced a planned tax‑free spin‑off of its Cloud & Power unit (targeted Q1 2027), which could unlock value.

Sigma Planning Corp bought a new stake in Flex Ltd. (NASDAQ:FLEX - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 11,965 shares of the technology company's stock, valued at approximately $723,000.

A number of other institutional investors have also modified their holdings of the stock. Parallel Advisors LLC raised its stake in shares of Flex by 5.3% in the 3rd quarter. Parallel Advisors LLC now owns 3,588 shares of the technology company's stock valued at $208,000 after purchasing an additional 181 shares in the last quarter. Parcion Private Wealth LLC raised its stake in Flex by 1.5% during the fourth quarter. Parcion Private Wealth LLC now owns 14,159 shares of the technology company's stock worth $855,000 after acquiring an additional 216 shares during the period. US Bancorp DE raised its stake in Flex by 1.2% during the third quarter. US Bancorp DE now owns 19,729 shares of the technology company's stock worth $1,144,000 after acquiring an additional 225 shares during the period. Modera Wealth Management LLC raised its stake in Flex by 3.4% during the third quarter. Modera Wealth Management LLC now owns 7,011 shares of the technology company's stock worth $406,000 after acquiring an additional 231 shares during the period. Finally, Wilmington Savings Fund Society FSB raised its stake in Flex by 7.4% during the third quarter. Wilmington Savings Fund Society FSB now owns 3,594 shares of the technology company's stock worth $208,000 after acquiring an additional 248 shares during the period. Institutional investors and hedge funds own 94.30% of the company's stock.

Insider Buying and Selling

In other Flex news, COO Kwang Hooi Tan sold 17,500 shares of the company's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $58.87, for a total value of $1,030,225.00. Following the completion of the transaction, the chief operating officer owned 233,636 shares in the company, valued at approximately $13,754,151.32. This represents a 6.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.57% of the company's stock.

Flex Price Performance

NASDAQ FLEX opened at $96.45 on Wednesday. Flex Ltd. has a 52 week low of $34.94 and a 52 week high of $96.58. The company has a current ratio of 1.40, a quick ratio of 0.88 and a debt-to-equity ratio of 0.73. The stock has a market cap of $35.46 billion, a price-to-earnings ratio of 43.25, a price-to-earnings-growth ratio of 1.98 and a beta of 1.46. The company has a 50-day moving average price of $71.65 and a two-hundred day moving average price of $66.02.

Flex (NASDAQ:FLEX - Get Free Report) last posted its earnings results on Wednesday, May 6th. The technology company reported $0.93 EPS for the quarter, topping the consensus estimate of $0.87 by $0.06. Flex had a net margin of 3.17% and a return on equity of 20.99%. The firm had revenue of $7.48 billion during the quarter, compared to analysts' expectations of $6.96 billion. During the same quarter in the prior year, the firm earned $0.73 EPS. Flex's quarterly revenue was up 17.2% on a year-over-year basis. Analysts forecast that Flex Ltd. will post 2.93 EPS for the current year.

Analyst Ratings Changes

Several research firms recently weighed in on FLEX. Stifel Nicolaus increased their price objective on shares of Flex from $75.00 to $95.00 and gave the stock a "buy" rating in a research note on Monday, April 20th. JPMorgan Chase & Co. increased their price objective on shares of Flex from $75.00 to $84.00 and gave the stock an "overweight" rating in a research note on Thursday, April 16th. Raymond James Financial set a $80.00 price objective on shares of Flex and gave the stock an "outperform" rating in a research note on Wednesday, February 4th. Wall Street Zen lowered shares of Flex from a "strong-buy" rating to a "buy" rating in a research note on Sunday, March 8th. Finally, Barclays increased their price objective on shares of Flex from $71.00 to $72.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Nine research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $72.30.

More Flex News

Here are the key news stories impacting Flex this week:

• Positive Sentiment: Q4 results beat expectations — Flex reported adjusted EPS ~ $0.93 (above some consensus prints) and Q4 net sales of about $7.5B with an adjusted operating margin of 6.7%, its sixth straight quarter above 6%, signaling durable margin improvement. Flex (FLEX) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Aggressive FY2027 and Q1 guidance lift the outlook — Flex raised FY2027 adjusted EPS to $4.21–$4.51 (consensus ~ $3.60) and revenue to $32.3B–$33.8B (consensus ~$29.2B); Q1 EPS guided to $0.86–$0.92 (vs. consensus ~$0.81) and revenue to $7.4B–$7.7B (vs. ~$7.0B). Higher guidance implies faster growth and margin expansion next year.
• Positive Sentiment: Planned spin-off of Cloud & Power Infrastructure (SpinCo) — the board approved pursuing a tax‑free separation of the Cloud & Power unit into a new public company (targeted Q1 2027), sharpening the AI/data-center growth narrative and potentially unlocking value for shareholders. Flex Announces Intention to Spin Off its Cloud and Power Infrastructure Segment
• Positive Sentiment: Completed EP² acquisition bolsters Critical Power capabilities — the EP² deal expands engineered-to-order power control and protection for utilities, data centers and grid modernization, supporting long-term TAM expansion in electrification and AI infrastructure. Flex Completes Acquisition of Electrical Power Products (EP²)
• Neutral Sentiment: Investor attention and liquidity surged — trading volume and coverage spikes reflect heightened interest; some sell‑side price targets remain varied, reflecting differing views on post‑spin valuation and sustainable margins.
• Negative Sentiment: Insider selling activity — recent Quiver data shows multiple insider sales over the past six months (no insider buys), which could concern some investors about near-term insider conviction. Flex jumps 16.6% on strong Q4 results, upbeat FY2027 guidance and planned cloud/power spin-off

Flex Profile

Flex NASDAQ: FLEX, formerly known as Flextronics, is a global provider of electronics manufacturing services (EMS) and original design manufacturing (ODM). The company offers end-to-end product lifecycle solutions including product design and engineering, prototyping, volume manufacturing, testing, and aftermarket services. Its offerings extend into supply chain management, component sourcing, logistics and distribution, and advanced manufacturing capabilities such as automation and digital manufacturing to support customers from concept through end-of-life.

Flex serves a broad range of industries, including automotive, healthcare, industrial, communications, and consumer electronics, working with original equipment manufacturers (OEMs) and technology companies to accelerate time to market and manage complex supply chains.

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