Universal Beteiligungs und Servicegesellschaft mbH Buys 3,096 Shares of Plexus Corp. $PLXS

Universal Beteiligungs und Servicegesellschaft mbH boosted its position in Plexus Corp. (NASDAQ:PLXS) by 77.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,112 shares of the technology company’s stock after purchasing an additional 3,096 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Plexus were worth $1,029,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. State Street Corp increased its holdings in Plexus by 2.3% in the 2nd quarter. State Street Corp now owns 1,059,501 shares of the technology company’s stock worth $143,361,000 after acquiring an additional 24,115 shares during the last quarter. American Century Companies Inc. boosted its position in Plexus by 12.9% during the second quarter. American Century Companies Inc. now owns 765,773 shares of the technology company’s stock worth $103,617,000 after purchasing an additional 87,551 shares during the period. Qube Research & Technologies Ltd increased its stake in shares of Plexus by 37.1% in the second quarter. Qube Research & Technologies Ltd now owns 242,726 shares of the technology company’s stock worth $32,843,000 after purchasing an additional 65,644 shares in the last quarter. Bank of New York Mellon Corp raised its position in shares of Plexus by 1.8% in the second quarter. Bank of New York Mellon Corp now owns 240,635 shares of the technology company’s stock valued at $32,560,000 after purchasing an additional 4,339 shares during the period. Finally, Massachusetts Financial Services Co. MA lifted its stake in shares of Plexus by 23.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 240,192 shares of the technology company’s stock valued at $34,753,000 after buying an additional 45,425 shares in the last quarter. 94.45% of the stock is currently owned by institutional investors.

Insider Activity at Plexus

In other Plexus news, Director Karen Marie Rapp sold 500 shares of the stock in a transaction on Friday, November 28th. The shares were sold at an average price of $143.47, for a total transaction of $71,735.00. Following the completion of the transaction, the director owned 7,665 shares in the company, valued at $1,099,697.55. This trade represents a 6.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Patrick John Jermain sold 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $143.53, for a total value of $287,060.00. Following the transaction, the chief financial officer directly owned 16,961 shares in the company, valued at approximately $2,434,412.33. This represents a 10.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 9,674 shares of company stock worth $1,382,876 in the last 90 days. Company insiders own 1.78% of the company’s stock.

Plexus News Summary

Here are the key news stories impacting Plexus this week:

• Positive Sentiment: Plexus raised Q2 FY2026 EPS guidance to $1.80–$1.95 versus the Street at ~$1.63, and issued higher revenue guidance — a direct fundamental catalyst supporting a higher valuation and nearby analyst upgrades.
• Positive Sentiment: Needham upgraded/raised its price target to $206 and reiterated a Buy rating, highlighting the stronger start to fiscal 2026 and supporting upside momentum. Needham raises PT to $206 (Benzinga)
• Positive Sentiment: Benchmark raised its price target to $195, another vote of confidence from the sell-side that helps buoy the stock. Benchmark boosts PT to $195
• Positive Sentiment: Company commentary and analyst notes point to program ramps and market-share gains that could drive >12% revenue growth in FY2026 — a growth trajectory that justifies multiple expansion. Seeking Alpha: >12% revenue growth potential
• Positive Sentiment: Analyst write-ups and a Yahoo deep-dive attribute the guidance upgrade to specific program ramps and new manufacturing wins — concrete operational drivers versus one-off items. Yahoo: Q4 deep dive — program ramps
• Positive Sentiment: Plexus reported Q1 EPS of $1.78 (beat by $0.01) and revenue up ~9.6% year-over-year — topline growth and a modest EPS beat help validate the raised guidance. Zacks: Q1 earnings beat
• Neutral Sentiment: Some media/analyst coverage remains mixed on valuation and near-term sustainability of growth — expect debate on how much of the guidance is driven by a few large program ramps versus broad-based demand. Globe & Mail: mixed analyst opinions
• Neutral Sentiment: Full earnings materials and the call transcript are available for investors who want line-item detail and management’s tone on sustainability of margins and program timing. Earnings call transcript (Seeking Alpha)

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on PLXS shares. Needham & Company LLC increased their target price on Plexus from $165.00 to $206.00 and gave the stock a “buy” rating in a research report on Friday. Benchmark boosted their price target on shares of Plexus from $165.00 to $195.00 and gave the company a “buy” rating in a research report on Wednesday. Stifel Nicolaus boosted their price objective on Plexus from $150.00 to $200.00 and gave the stock a “hold” rating in a report on Friday. Wall Street Zen lowered shares of Plexus from a “buy” rating to a “hold” rating in a research report on Saturday, November 22nd. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Plexus in a research report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $189.20.

Plexus Stock Up 0.9%

NASDAQ:PLXS opened at $199.33 on Friday. The company has a market capitalization of $5.33 billion, a PE ratio of 31.00 and a beta of 0.81. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.59 and a quick ratio of 0.77. Plexus Corp. has a 1-year low of $103.43 and a 1-year high of $208.36. The firm’s 50-day moving average price is $159.97 and its 200-day moving average price is $145.94.

Plexus (NASDAQ:PLXS) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $1.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.77 by $0.01. The firm had revenue of $1.07 billion during the quarter, compared to analyst estimates of $1.07 billion. Plexus had a return on equity of 12.39% and a net margin of 4.28%.Plexus’s quarterly revenue was up 9.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.73 EPS. Plexus has set its Q2 2026 guidance at 1.800-1.950 EPS. On average, equities analysts predict that Plexus Corp. will post 5.9 EPS for the current fiscal year.

About Plexus

Plexus Corp. (NASDAQ: PLXS) is a global provider of electronics manufacturing services (EMS) and precision engineered electronics solutions. Headquartered in Neenah, Wisconsin, the company partners with original equipment manufacturers across industries such as medical, industrial, aerospace and defense, computing, and communications. Plexus offers a full suite of services that span new product introduction, product lifecycle management, supply chain management, printed circuit board assembly, system integration, and aftermarket support.

Founded in 1979, Plexus has grown from a regional electronics assembler into a multinational organization with manufacturing and engineering centers across North America, Europe, and Asia.