Vaughan Nelson Investment Management, L.P. Adds $71M in Sanmina Corporation ($SANM)
Vaughan Nelson Investment Management added 278,465 shares of SANM, raising its position to 762,365 shares.
Key Points
- Vaughan Nelson Investment Management increased its SANM position by 57.5%, adding 278,465 shares to hold a total of 762,365 shares valued at $194.6 million.
- SANM shares are trading around $255.20, with the company having no meaningful P/E ratio due to a lack of profitability data.
- Insiders, including the CEO and CFO, sold shares in May 2026, while analysts from JP Morgan and Argus Research have mixed ratings on the stock.
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Vaughan Nelson Investment Management has significantly increased its stake in SANM, adding 278,465 shares according to its latest Form 13F filing with the SEC. This move boosts its holdings by 57.5% to a total of 762,365 shares, valued at approximately $194.6 million.
What Changed in Vaughan Nelson's SANM Position
Vaughan Nelson's decision to add 278,465 shares to its SANM position represents a 57.5% increase from its previous holding of 483,900 shares. The firm now holds 762,365 shares, reflecting a substantial vote of confidence in the company.
Other Institutional Activity in SANM
Other major institutional players have also been active in SANM. BlackRock, Inc. increased its holdings by 258,473 shares, bringing its total to 8,592,515 shares worth about $1.11 billion. FMR LLC added 367,798 shares, ending with 7,256,500 shares valued at approximately $940.7 million. Vanguard Portfolio Management LLC established a new position with 4,025,518 shares valued at $521.9 million. In contrast, Invesco Ltd. reduced its holdings by 251,880 shares, now holding 2,415,360 shares worth $313.1 million.
Sanmina Corporation Stock Up 31.5%
SANM shares are currently trading around $255.20. While detailed profitability metrics like the P/E ratio are not available, investors continue to monitor the stock closely. The stock's performance includes a 52-week low and high, but those figures are not provided.
Insider Buying and Selling at Sanmina Corporation
Several insiders at SANM have been selling shares recently. On May 29, 2026, Jonathan Faust, EVP & CFO, sold 10,076 shares at an average price of $265.80 under a planned sale. Alan McWilliams Reid, EVP of Global Human Resources, sold a total of 7,000 shares through multiple transactions in May, with prices ranging from $218.17 to $254.39. Jure Sola, Chairman & CEO, sold 118,368 shares on May 6, 2026, at $228.84.
Analysts Set New Price Targets
Analyst opinions on SANM are mixed. On March 30, 2026, JP Morgan initiated coverage with a 'hold' rating and a $145 price target. Earlier in the year, on January 28, Argus Research maintained a 'buy' rating with a $200 target. These ratings provide a varied outlook on the stock's potential.
About SANM
SANM is a company engaged in providing electronics manufacturing services. It operates globally, working with clients across various sectors to design, manufacture, and test products. The company is headquartered in the United States and continues to expand its services across different industries.
Bottom Line
Vaughan Nelson's increased stake in SANM signals strong institutional interest, though the backward-looking nature of the 13F filing means these figures might not reflect the current position. Investors and analysts will continue to watch SANM's performance and strategic moves closely.
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