SANM Sanmina (SANM) Insider Trading, Ownership & Congress Trades
Semiconductors & Electronics · Printed circuit boards · CIK 0000897723
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
322
13F, latest reported quarter
What the filings say about SANM
Insiders, 180 days
-$32.4M net sold
6 sellers · 18% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$48.4K
2 notices
Sanmina insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, SANMINA CORP insiders sold a net $32.4M of stock across 89 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Aug 28, 2026.
- The trade is 1.2% of the 10,123 shares held after it.
- No other insider sold within 30 days.
- 322 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Johnson Susan A sold about $24.1K of SANM under a 10b5-1 plan on Sep 17, 2026; 322 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Aug 29, 2025.
- The trade is 1.2% of the 10,243 shares held after it.
- No other insider sold within 30 days.
- 322 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Johnson Susan A sold about $24.3K of SANM under a 10b5-1 plan on Aug 28, 2026; 322 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 24, 2026.
- The trade is 6.5% of the 77,000 shares held after it.
- 5 other insiders sold within 30 days.
- 322 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & CFO Faust Jonathan P sold about $1.3M of SANM on May 29, 2026; 5 other insiders sold within 30 days and 322 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 24, 2026.
- The trade is 6.1% of the 82,038 shares held after it.
- 5 other insiders sold within 30 days.
- 322 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & CFO Faust Jonathan P sold about $1.3M of SANM on May 29, 2026; 5 other insiders sold within 30 days and 322 funds added in the latest 13F quarter.Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 sales), the last on May 8, 2026.
- The trade is 20.4% of the 24,481 shares held after it.
- 5 other insiders sold within 30 days.
- 322 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Global Human Resources REID ALAN McWILLIAMS sold about $1.3M of SANM on May 26, 2026; 5 other insiders sold within 30 days and 322 funds added in the latest 13F quarter.89 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$32.4M over 180 days
-$48.4K over 90 days
below 74% of Semiconductors & Electronics
Congress
no House purchase disclosed in the last 12 months
Funds
322 funds bought in last quarter
more than 77% of Semiconductors & Electronics
Revenue
+7.4% year over year
below 55% of Semiconductors & Electronics
Margin
3.0% net margin
more than 59% of Semiconductors & Electronics
Buybacks
no share repurchases reported
Short interest
3.2% of the float short (float per yahoo 2026-10-26) · 2.5 days to cover · settled 2026-09-30
below 61% of Semiconductors & Electronics
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SANM
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+22.4%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SANM: institutional holders (13F)
13F holdings, latest reported quarter
8,032,556 sh
$2.0B
5,495,109 sh
$1.4B
3,051,029 sh
$772.2M
2,327,693 sh
$589.1M
2,166,769 sh
$548.4M
Congress trades in SANM
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SANM planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
SUSAN ANNE JOHNSON
Filed 2026-09-17
$24.1K
SUSAN ANNE JOHNSON
Filed 2026-08-28
$24.3K
SANM mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco S&P SmallCap Information Technology ETF
$28.6M position · as of 2026-05-31
5.3%
Hennessy Cornerstone Mid Cap 30 Fund
$56.6M position · as of 2026-07-31
4.5%
Fidelity Series Small Cap Discovery Fund
$76.7M position · as of 2026-07-31
3.9%
Fidelity Small Cap Discovery Fund
$87.8M position · as of 2026-07-31
3.9%
LONE PEAK VALUE FUND
$6.2M position · as of 2026-06-30
3.6%
Invesco S&P SmallCap Quality ETF
$7.7M position · as of 2026-05-31
3.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Sola
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$18.2M
$45.9M
$3.2M
+330%
+338%
2024
$16.6M
$27.2M
$3.4M
+159%
+197%
2023
$14.9M
$18.7M
$2.2M
+104%
+102%
2022
$16.8M
$20.8M
$1.6M
+74%
+31%
2021
$14.5M
$16.7M
$2.0M
+48%
+80%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $32.4M sold by insiders over 180 days, 322 funds added last quarter, $48.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
SANM financials
Revenue growth
+7.4%
XBRL, annual
Net margin
3.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$12.8B
four quarters, 2025-06-29 to 2026-06-27
Revenue, TTM SANM
| FY Sep 2025 | $8.1B |
| FY Sep 2024 | $7.6B |
| FY Sep 2023 | $8.9B |
| FY Oct 2022 | $7.9B |
| FY Oct 2021 | $6.8B |
| Jun 2026 | $3.5B |
| Mar 2026 | $4.0B |
| Dec 2025 | $3.2B |
| Sep 2025 | $2.1B |
| Jun 2025 | $2.0B |
| Mar 2025 | $2.0B |
| Dec 2024 | $2.0B |
| Sep 2024 | $2.0B |
At each fiscal year end
Single quarter
Net margin, TTM
+2.4%
net income over revenue, 2025-06-29 to 2026-06-27
Net margin, TTM SANM
| FY Sep 2025 | +3.0% |
| FY Sep 2024 | +2.9% |
| FY Sep 2023 | +3.5% |
| FY Oct 2022 | +3.0% |
| FY Oct 2021 | +3.7% |
| Jun 2026 | +3.4% |
| Mar 2026 | +2.3% |
| Dec 2025 | +1.5% |
| Sep 2025 | +2.3% |
| Jun 2025 | +3.4% |
| Mar 2025 | +3.2% |
| Dec 2024 | +3.2% |
| Sep 2024 | +3.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$594.1M
operating cash flow minus capex, 2025-06-29 to 2026-06-27
Free cash flow, TTM SANM
| FY Sep 2025 | $473.3M |
| FY Sep 2024 | $229.0M |
| FY Sep 2023 | $43.8M |
| FY Oct 2022 | $192.2M |
| FY Oct 2021 | $265.0M |
| Jun 2026 | $23.6M |
| Mar 2026 | $342.0M |
| Dec 2025 | $91.9M |
| Sep 2025 | $136.6M |
| Jun 2025 | $163.7M |
| Mar 2025 | $126.1M |
| Dec 2024 | $46.9M |
| Sep 2024 | $28.9M |
At each fiscal year end
Single quarter
Debt to equity
0.79x
long-term 2026-06-27 plus current 2026-06-27; equity 2026-06-27
Debt to equity SANM
| FY Sep 2025 | 0.12x |
| FY Sep 2024 | 0.13x |
| FY Sep 2023 | 0.15x |
| FY Oct 2022 | 0.19x |
| FY Oct 2021 | 0.18x |
| Jun 2026 | 0.79x |
| Mar 2026 | 0.83x |
| Dec 2025 | 0.82x |
| Sep 2025 | 0.12x |
| Jun 2025 | 0.12x |
| Mar 2025 | 0.13x |
| Dec 2024 | 0.13x |
| Sep 2024 | 0.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.41x
TTM operating cash flow over long-term 2026-06-27 plus current 2026-06-27
Cash flow to debt SANM
| FY Sep 2025 | 2.07x |
| FY Sep 2024 | 1.07x |
| FY Sep 2023 | 0.70x |
| FY Oct 2022 | 0.95x |
| FY Oct 2021 | 1.02x |
| Jun 2026 | 0.41x |
| Mar 2026 | 0.45x |
| Dec 2025 | 0.34x |
| Sep 2025 | 2.07x |
| Jun 2025 | 1.55x |
| Mar 2025 | 1.17x |
| Dec 2024 | 0.89x |
| Sep 2024 | 1.07x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+11.8%
TTM net income over average of 2025-06-28 and 2026-06-27
Return on equity SANM
| FY Sep 2025 | +10.0% |
| FY Sep 2024 | +9.5% |
| FY Sep 2023 | +15.0% |
| FY Oct 2022 | +13.1% |
| FY Oct 2021 | +14.4% |
| Jun 2026 | +11.8% |
| Mar 2026 | +10.4% |
| Dec 2025 | +9.1% |
| Sep 2025 | +10.0% |
| Jun 2025 | +10.8% |
| Mar 2025 | +10.3% |
| Dec 2024 | +9.8% |
| Sep 2024 | +9.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.1%
TTM net income over average of 2025-06-28 and 2026-06-27
Return on assets SANM
| FY Sep 2025 | +4.6% |
| FY Sep 2024 | +4.6% |
| FY Sep 2023 | +6.4% |
| FY Oct 2022 | +5.3% |
| FY Oct 2021 | +6.3% |
| Jun 2026 | +4.1% |
| Mar 2026 | +3.5% |
| Dec 2025 | +3.2% |
| Sep 2025 | +4.6% |
| Jun 2025 | +5.2% |
| Mar 2025 | +5.0% |
| Dec 2024 | +4.9% |
| Sep 2024 | +4.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+10.9%
operating income after a 28.6% effective tax rate, over long-term 2026-06-27 plus current 2026-06-27 plus average of 2025-06-28 and 2026-06-27 minus cash
Return on invested capital SANM
| FY Sep 2025 | +14.1% |
| FY Sep 2024 | +12.5% |
| FY Sep 2023 | +20.0% |
| FY Oct 2022 | +17.4% |
| FY Oct 2021 | +15.1% |
| Jun 2026 | +10.9% |
| Mar 2026 | +8.7% |
| Dec 2025 | +7.2% |
| Sep 2025 | +14.1% |
| Jun 2025 | +14.7% |
| Mar 2025 | +13.7% |
| Dec 2024 | +12.8% |
| Sep 2024 | +12.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+12.8%
operating income (EBIT proxy) over average of 2025-06-28 and 2026-06-27 minus current liabilities
Return on capital employed SANM
| FY Sep 2025 | +12.0% |
| FY Sep 2024 | +11.7% |
| FY Sep 2023 | +17.5% |
| FY Oct 2022 | +14.6% |
| FY Oct 2021 | +11.0% |
| Jun 2026 | +12.8% |
| Mar 2026 | +10.0% |
| Dec 2025 | +8.4% |
| Sep 2025 | +12.0% |
| Jun 2025 | +12.6% |
| Mar 2025 | +12.3% |
| Dec 2024 | +11.8% |
| Sep 2024 | +11.7% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
27.86x
close 2026-10-23 over four quarters of diluted EPS, 2025-06-29 to 2026-06-27
P/E, trailing SANM
| FY Sep 2025 | 25.59x |
| FY Sep 2024 | 17.61x |
| FY Sep 2023 | 10.46x |
| FY Oct 2022 | 12.00x |
| FY Oct 2021 | 10.53x |
| Jun 2026 | 42.32x |
| Mar 2026 | 27.67x |
| Dec 2025 | 36.84x |
| Sep 2025 | 25.59x |
| Jun 2025 | 21.00x |
| Mar 2025 | 17.74x |
| Dec 2024 | 18.74x |
| Sep 2024 | 17.61x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$8.7B
market value at close 2026-10-23 on 2026-07-20 shares, plus long-term 2026-06-27 plus current 2026-06-27, minus cash 2026-06-27
Enterprise value SANM
| FY Sep 2025 | $5.5B |
| FY Sep 2024 | $3.5B |
| FY Sep 2023 | $2.8B |
| FY Oct 2022 | $2.5B |
| FY Oct 2021 | $2.2B |
| Jun 2026 | $13.0B |
| Mar 2026 | $7.7B |
| Dec 2025 | $9.2B |
| Sep 2025 | $5.5B |
| Jun 2025 | $4.8B |
| Mar 2025 | $3.8B |
| Dec 2024 | $3.8B |
| Sep 2024 | $3.5B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+7.1%
TTM free cash flow over market value at close 2026-10-23
FCF yield SANM
| FY Sep 2025 | +7.8% |
| FY Sep 2024 | +6.1% |
| FY Sep 2023 | +1.4% |
| FY Oct 2022 | +7.2% |
| FY Oct 2021 | +10.4% |
| Jun 2026 | +4.7% |
| Mar 2026 | +10.3% |
| Dec 2025 | +6.2% |
| Sep 2025 | +7.8% |
| Jun 2025 | +7.0% |
| Mar 2025 | +6.4% |
| Dec 2024 | +4.5% |
| Sep 2024 | +6.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.41x
P/E over trailing EPS growth of 20%: four quarters to 2026-06-27 against the four to 2025-06-28
PEG, trailing SANM
| FY Sep 2025 | 1.82x |
| FY Sep 2024 | n/a |
| FY Sep 2023 | 0.30x |
| FY Oct 2022 | 3.72x |
| FY Oct 2021 | 0.11x |
| Jun 2026 | 2.15x |
| Mar 2026 | 2.92x |
| Dec 2025 | 15.07x |
| Sep 2025 | 1.82x |
| Jun 2025 | 1.00x |
| Mar 2025 | 8.34x |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-09 | 2024-09 | 2023-09 | 2022-10 | |
|---|---|---|---|---|
| Revenue | $8.1B | $7.6B | $8.9B | $7.9B |
| Gross profit | $716.4M | $640.4M | $743.2M | $622.2M |
| Operating income | $354.6M | $335.5M | $455.7M | $349.5M |
| Net income | $245.9M | $222.5M | $310.0M | $240.4M |
| EPS (diluted) | 4.46 | 3.91 | 5.18 | 3.81 |
| Operating cash flow | $620.7M | $340.2M | $235.2M | $330.9M |
| Cash | $926.3M | $625.9M | $667.6M | $529.9M |
| Long-term debt | $283.0M | $299.8M | $312.3M | $329.2M |
| Buybacks | n/a | n/a | n/a | $331.1M |
SEC XBRL, fiscal years, as known on 2026-10-27
SANM Stock Sonar score 6/7 axes
Find similar shapesCompareSANM ranks highest on institutional and government (77th percentile) and profitability (63rd), and lowest on insider conviction (12th), among Semiconductors & Electronics peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SANM filings, in plain words
Are Sanmina insiders buying or selling SANM?
In the 180 days to 2026-10-27, Sanmina insiders were net sellers, a net $32.4M across purchases and sales reported on Form 4, by 6 sellers.
Are there planned insider sales of SANM?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $48.4K of stock; the latest, by SUSAN ANNE JOHNSON, was filed 2026-09-17.
Read the full summary
In the 180 days to 2026-10-27, Sanmina insiders were net sellers of SANM, a net $32.4M across purchases and sales reported on Form 4 by 6 sellers. 18% of the 11 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $48.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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