SANM

SANMINA CORP

Nasdaq · Printed Circuit Boards · Inc. DE · CIK 0000897723
$255.20 +3.33% $13.7B
Insider Selling Cluster (2 insiders)20 New Institutional Positions23 Institutional Exits
Vol
Market Cap$13.7B
Cap SizeLarge Cap
Analyst ConsensusBuy (54%)
Inst. Holders50 funds
Inst. Value$5.2B
Inst. Activity20 buys / 23 sells
Insider Activity1B / 15S
Insider Net $-$39.4M
SEC Reports7
Exchange Nasdaq·Sector Printed Circuit Boards·Inc. DE·CIK 0000897723·Prev Close $246.98

Recent Activity

Jun 1, 2026 SEC
Two C-suite insiders at Sanmina (EVP & CFO and EVP, Global Human Resources) sold a combined $2.61M in open-market sales
CLUSTER — Impact 2/10
May 29, 2026 Insider
Faust Jonathan P sold 5,038 shares
EVP & CFO @ $265.73 ($1.3M)
May 26, 2026 Insider
REID ALAN McWILLIAMS sold 5,000 shares
EVP, Global Human Resources @ $254.39 ($1.3M)
May 14, 2026 short_interest
FTD: SANM — 35,331 shares ($8.4M) failed to deliver
Settlement: 20260514, Price: $238.62, FTD Value: $8,430,683.22, SANMINA CORP COM STK (DE)
May 12, 2026 SEC
Three Sanmina insiders sold a total of $27.45M in stock over a 7-day window, led by Chairman & CEO Jure Sola's $27.1M sa
CLUSTER — Impact 5/10
May 8, 2026 SEC
Five Sanmina insiders sold $31.4M in stock over the past week, led by CEO Jure Sola ($27.1M sale). The selling follows s
CLUSTER — Impact 5/10
May 8, 2026 Insider
REID ALAN McWILLIAMS sold 1,000 shares
EVP, Global Human Resources @ $248.60 ($248.6K)
Inst.
VAUGHAN NELSON INVESTMENT MANAGEMENT, — ADD
762,365 shares ($98.8M)

Price Targets

$223.75 -12.3% upside Sell
Current $255.20 Low $185.00 Median $215.00 High $280.00 4 analysts
$185.00 $280.00

Analyst Ratings

Hold54% buy · 13 analysts
3Strong Buy
4Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 30, 2026 JP Morgan INITIATE Neutral
Jan 28, 2026 Argus Research MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.79 $2.69 — $2.85 83% YoY 4
Next Q $2.90 $2.78 — $2.97 74% YoY 4
Current FY $11.20 $11.04 — $11.35 85% YoY 5
Next FY $13.02 $12.23 — $13.80 16% YoY 5

Latest Reports

NEUTRAL CLUSTER 2/10
Two C-suite insiders at Sanmina (EVP & CFO and EVP, Global Human Resources) sold a combined $2.61M in open-market sales
Jun 1, 2026
BEARISH CLUSTER 5/10
Three Sanmina insiders sold a total of $27.45M in stock over a 7-day window, led by Chairman & CEO Jure Sola's $27.1M sa
May 12, 2026

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH——
BlackRock, Inc.$1.1B—
FMR LLC$940.7M—
VANGUARD PORTFOLIO MANAGEMENT LLC$521.9M—
Invesco Ltd.$313.1M—

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Faust JonathanSELL$1.3M
May 26, 2026REID ALANSELL$1.3M
May 8, 2026REID ALANSELL$248.6K
May 6, 2026SOLA JURESELL$27.1M
May 4, 2026REID ALANSELL$225.0K
50 institutional holders with $5.2B total value (40,333,115 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, FMR. Net selling activity: 23 institutions trimmed/exited vs 20 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH—$0.000.0%—
2BlackRock, Inc.8,592,515$1.1B21.3%—
3FMR LLC7,256,500$940.7M18.0%—
4VANGUARD PORTFOLIO MANAGEMENT LLC4,025,518$521.9M10.0%—
5Invesco Ltd.2,415,360$313.1M6.0%—
6VANGUARD CAPITAL MANAGEMENT LLC2,352,192$304.9M5.8%—
7DIMENSIONAL FUND ADVISORS LP2,177,163$282.2M5.4%—
8STATE STREET CORP2,160,618$280.1M5.4%—
9BANK OF AMERICA CORP /DE/945,382$122.6M2.3%—
10MORGAN STANLEY944,084$122.4M2.3%—
11EARNEST PARTNERS LLC855,622$110.9M2.1%—
12VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.762,365$98.8M1.9%ADD +57.5%
13Allianz Asset Management GmbH752,772$97.6M1.9%—
14FULLER & THALER ASSET MANAGEMENT, INC.698,678$90.6M1.7%—
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC641,868$83.2M1.6%—
16FRONTIER CAPITAL MANAGEMENT CO LLC637,388$82.6M1.6%—
17Nuveen, LLC467,323$60.6M1.2%—
18Allspring Global Investments Holdings, LLC449,198$58.5M1.1%ADD +44.4%
19GOLDMAN SACHS GROUP INC388,589$50.4M1.0%—
20VANGUARD FIDUCIARY TRUST CO362,987$47.1M0.9%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.ADD483,900762,365+57.5%$98.8M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM291,785151,731-48.0%$19.7M2026-Q1
Alyeska Investment Group, L.P.TRIM356,035108,303-69.6%$14.0M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM229,362101,655-55.7%$13.2M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD73,63394,365+28.2%$12.2M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT428,51988,638-79.3%$11.5M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMNEW—86,818—$11.3M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM69,07648,819-29.3%$6.3M2026-Q1
Freestone Grove Partners LPADD28,91344,990+55.6%$5.8M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED12,05537,194+208.5%$4.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED47136,850+7723.8%$4.8M2026-Q1
JANUS HENDERSON GROUP PLCTRIM127,57133,933-73.4%$4.4M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED11,70329,215+149.6%$3.8M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM37,12227,334-26.4%$3.5M2026-Q1
Asset Management One Co., Ltd.TRIM34,32022,568-34.2%$2.9M2026-Q1
CREDIT AGRICOLE S AADD10,11320,113+98.9%$2.6M2026-Q1
GLENMEDE TRUST CO NAADD14,46218,105+25.2%$2.3M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCADD10,01716,145+61.2%$2.1M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCNEAR_EXIT141,08915,593-88.9%$2.0M2026-Q1
FIRST TRUST ADVISORS LPTRIM28,74314,986-47.9%$1.9M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD10,13114,572+43.8%$1.9M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASNEAR_EXIT64,1539,071-85.9%$1.2M2026-Q1
Russell Investments Group, Ltd.TRIM28,7408,998-68.7%$1.2M2026-Q1
Neuberger Berman Group LLCNEAR_EXIT30,8387,180-76.7%$930.8K2026-Q1
Brevan Howard Capital Management LPADD4,3286,869+58.7%$890.5K2026-Q1
12 unique insiders with 24 transactions. Net insider value: -$39.4M ($99.7K bought, $39.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Faust Jonathan PEVP & CFOSELL5,038$265.73$1.3M
May 26, 2026REID ALAN McWILLIAMSEVP, Global Human ResourcesSELL5,000$254.39$1.3M
May 8, 2026REID ALAN McWILLIAMSEVP, Global Human ResourcesSELL1,000$248.60$248.6K
May 6, 2026SOLA JUREChairman & CEOSELL118,368$228.84$27.1M
May 4, 2026REID ALAN McWILLIAMSEVP, Global Human ResourcesSELL1,000$225.00$225.0K
May 1, 2026REID ALAN McWILLIAMSEVP, Global Human ResourcesSELL1,000$218.17$218.2K
May 1, 2026Hedley David V IIIDirectorSELL500$219.52$109.8K
Apr 30, 2026Venkatesh VishnuSee RemarksSELL2,275$212.80$484.1K
Apr 29, 2026Licata Joseph G JrDirectorSELL16,529$213.26$3.5M
Apr 15, 2026Venkatesh VishnuSee RemarksTAX W/H2,725$154.31$420.5K
Mar 16, 2026Sankaran MythiliDirectorAWARD1,536$123.69$190.0K
Mar 16, 2026BARNES SUSAN KDirectorAWARD1,536$123.69$190.0K
Mar 16, 2026PRABHU KRISH ADirectorAWARD1,536$123.69$190.0K
Mar 16, 2026Licata Joseph G JrDirectorAWARD1,536$123.69$190.0K
Mar 16, 2026Hedley David V IIIDirectorAWARD1,536$123.69$190.0K
Mar 16, 2026Johnson Susan ADirectorAWARD1,536$123.69$190.0K
Mar 16, 2026Loparco Michael JDirectorAWARD1,536$123.69$190.0K
Feb 26, 2026REID ALAN McWILLIAMSEVP, Global Human ResourcesSELL1,500$160.64$241.0K
Feb 24, 2026Hedley David V IIIDirectorSELL1,024$162.31$166.2K
Feb 24, 2026Faust Jonathan PEVP & CFOSELL10,075$159.30$1.6M
Feb 19, 2026Sankaran MythiliDirectorSELL3,424$145.95$499.7K
Feb 13, 2026REID ALAN McWILLIAMSEVP, Global Human ResourcesSELL3,500$148.45$519.6K
Feb 5, 2026Mason CharlieEVP & Global SalesSELL13,150$147.21$1.9M
Jan 30, 2026Loparco Michael JDirectorBUY700$142.46$99.7K
7 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 4 neutral. Avg impact: 3.6/10.
NEUTRAL CLUSTER 2/10
Two C-suite insiders at Sanmina (EVP & CFO and EVP, Global Human Resources) sold a combined $2.61M i
Jun 1, 2026
BEARISH CLUSTER 5/10
Three Sanmina insiders sold a total of $27.45M in stock over a 7-day window, led by Chairman & CEO J
May 12, 2026
MIXED CLUSTER 5/10
Five Sanmina insiders sold $31.4M in stock over the past week, led by CEO Jure Sola ($27.1M sale). T
May 8, 2026
NEUTRAL CLUSTER 2/10
A cluster of four insider sales totaling $4.34M (0.036% of market cap) at Sanmina following a strong
May 6, 2026
NEUTRAL CLUSTER 2/10
Three Sanmina insiders sold a total of $4.23M in open-market shares over a week following strong Q2
May 4, 2026
NEUTRAL CLUSTER 3/10
Two Sanmina insiders sold $4.01M in stock (0.034% of market cap) within a week of the company report
May 1, 2026
BEARISH CLUSTER 6/10
Two insiders at SANMINA CORP sold shares within the same day, including CFO Jonathan P. Faust who so
Feb 26, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (54% buy). Based on 13 analysts: 3 strong buy, 4 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$223.75 mean target -12.3% upside Sell (2.50)
$185.00 Low $280.00 High
MetricValue
Current Price$255.20
Target Low$185.00
Target Mean$223.75
Target Median$215.00
Target High$280.00
# Analysts4
RecommendationSell (2.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $2.79 $2.69 $2.85 82.6% +0.0% 2↑ 0↓ $3.4B 66.6% 4
Next Q
2026-09-30
 $2.90 $2.78 $2.97 73.9% +0.0% 2↑ 0↓ $3.5B 68.1% 4
Current FY
2026-09-30
 $11.20 $11.04 $11.35 85.4% +0.0% 2↑ 0↓ $14.1B 73.8% 5
Next FY
2027-09-30
 $13.02 $12.23 $13.80 16.3% +0.0% 3↑ 0↓ $16.3B 15.2% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.794
7d ago$2.794
30d ago$2.794
60d ago$2.527+0.266
90d ago$2.455+0.339
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 30, 2026 JP Morgan INITIATE — Neutral
Jan 28, 2026 Argus Research MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263460054%
May 1, 20263450058%
Apr 1, 20263440064%
Mar 1, 20263430070%
Feb 1, 20263430070%
Jan 1, 20263430070%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 14, 2026
short_interest
FTD: SANM — 35,331 shares ($8.4M) failed to deliver
Settlement: 20260514, Price: $238.62, FTD Value: $8,430,683.22, SANMINA CORP COM STK (DE)
May 8, 2026
short_volume
Short Volume: SANM — 61.9% short (0.3M / 0.5M)
Short: 312,406 | Exempt: 5 | TRF Vol: 504,760 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: SANM — 2,299 shares ($0.5M) failed to deliver
Settlement: 20260507, Price: $238.55, FTD Value: $548,426.45, SANMINA CORP COM STK (DE)
Apr 28, 2026
short_volume
Short Volume: SANM — 56.7% short (0.9M / 1.6M)
Short: 897,869 | Exempt: 110 | TRF Vol: 1,584,304 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
earnings_calendar
SANM Q2 2026 Earnings Scheduled — 2026-04-27
Apr 27, 2026
short_volume
Short Volume: SANM — 66.6% short (0.5M / 0.7M)
Short: 467,831 | Exempt: 1,139 | TRF Vol: 702,734 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: SANM — 61.6% short (0.4M / 0.7M)
Short: 406,400 | Exempt: 369 | TRF Vol: 659,289 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_interest
FTD: SANM — 3,233 shares ($0.6M) failed to deliver
Settlement: 20260423, Price: $176.20, FTD Value: $569,654.6, SANMINA CORP COM STK (DE)
Apr 22, 2026
short_interest
FTD: SANM — 3,201 shares ($0.6M) failed to deliver
Settlement: 20260422, Price: $174.06, FTD Value: $557,166.06, SANMINA CORP COM STK (DE)
Apr 16, 2026
short_volume
Short Volume: SANM — 63.5% short (0.4M / 0.6M)
Short: 371,848 | Exempt: 1,631 | TRF Vol: 585,654 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Feb 11, 2026
short_interest
FTD: SANM — 5,000 shares ($0.7M) failed to deliver
Settlement: 20260211, Price: $149.69, FTD Value: $748,450, SANMINA CORP COM STK (DE)