Angelo Michael Ninivaggi, Jr. Sells 4,303 Shares of Plexus (NASDAQ:PLXS) Stock

Plexus Corp. (NASDAQ:PLXS) CAO Angelo Michael Ninivaggi, Jr. sold 4,303 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $203.06, for a total transaction of $873,767.18. Following the sale, the chief accounting officer owned 20,099 shares of the company’s stock, valued at approximately $4,081,302.94. The trade was a 17.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Plexus Trading Up 2.6%

NASDAQ PLXS opened at $206.22 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.75 and a current ratio of 1.59. Plexus Corp. has a one year low of $103.43 and a one year high of $208.92. The company has a 50-day simple moving average of $165.98 and a 200-day simple moving average of $148.27. The firm has a market capitalization of $5.52 billion, a PE ratio of 32.07 and a beta of 0.81.

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

Hedge Funds Weigh In On Plexus

Several hedge funds have recently modified their holdings of the company. Allworth Financial LP boosted its position in shares of Plexus by 20.8% in the fourth quarter. Allworth Financial LP now owns 302 shares of the technology company’s stock valued at $44,000 after acquiring an additional 52 shares during the period. Oregon Public Employees Retirement Fund raised its stake in Plexus by 1.2% during the 4th quarter. Oregon Public Employees Retirement Fund now owns 6,175 shares of the technology company’s stock valued at $908,000 after purchasing an additional 71 shares during the last quarter. Uncommon Cents Investing LLC boosted its holdings in Plexus by 0.8% in the 4th quarter. Uncommon Cents Investing LLC now owns 9,925 shares of the technology company’s stock valued at $1,459,000 after purchasing an additional 75 shares during the period. Congress Asset Management Co. boosted its holdings in Plexus by 0.5% in the 3rd quarter. Congress Asset Management Co. now owns 16,245 shares of the technology company’s stock valued at $2,350,000 after purchasing an additional 88 shares during the period. Finally, Choreo LLC lifted its position in Plexus by 1.9% in the fourth quarter. Choreo LLC now owns 5,131 shares of the technology company’s stock worth $767,000 after purchasing an additional 94 shares during the period. 94.45% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Plexus

Here are the key news stories impacting Plexus this week:

• Positive Sentiment: Analysts raised price targets and reiterated constructive coverage (Benchmark, Needham, Williams Trading among others), which supports upside momentum and investor confidence. Read More.
• Positive Sentiment: Major institutional holders increased positions (e.g., MFS, Wedge Capital), indicating continued institutional demand beneath the surface. Read More.
• Positive Sentiment: Recent media/analyst pieces highlight Plexus as a top momentum and growth stock for the long term, reinforcing a bullish narrative for growth investors. Read More.
• Neutral Sentiment: Q4 results showed a very slight EPS beat ($1.78 vs. $1.77 est.) and revenue roughly in line; management set Q2 FY2026 guidance of $1.80–$1.95 EPS — solid but not a clear accelerating catalyst. Read More.
• Negative Sentiment: Cluster of insider sales by senior executives: CFO Patrick J. Jermain sold shares on Feb 4 (3,587 shares reported), CAO Angelo Ninivaggi Jr. sold 4,303 shares on Feb 5, and Chairman Dean Foate sold 5,000 shares on Feb 2 — combined sales may prompt profit‑taking or signal executives monetizing near recent highs. Read More. Read More. Read More.
• Negative Sentiment: Other executive sales (including prior CEO sales reported early Feb) add to the appearance of management realizing gains after a sharp run-up, which can weigh on sentiment if sustained. Read More.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on PLXS shares. Stifel Nicolaus increased their price objective on shares of Plexus from $150.00 to $200.00 and gave the stock a “hold” rating in a report on Friday, January 30th. Needham & Company LLC raised their price target on shares of Plexus from $165.00 to $206.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Sidoti downgraded Plexus from a “buy” rating to a “neutral” rating and set a $150.00 price objective for the company. in a research report on Friday, October 24th. Weiss Ratings raised Plexus from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday. Finally, Williams Trading set a $195.00 target price on Plexus in a research note on Wednesday, January 28th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $189.20.

Plexus Company Profile

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.