Yousif Capital Management 13F: Cuts Sandisk (SNDK) Stake by $995K

Yousif Capital Management trimmed its holdings in SanDisk Corporation SNDK by 572 shares, according to a Form 13F filing with the SEC on October 22, 2026.

SNDK Sandisk Corporation

$1,238.03 ▲ +349.80% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Yousif Capital Management's SanDisk Corporation Position

The firm lowered its stake by a 4.2% margin during the quarter. That left it with 13,047 shares of the computer hardware maker, down from 13,619 shares previously. The remaining position carried a reported value of $22,700,345.00 at the time of the filing.

Other Institutional Activity in SanDisk Corporation

Other large investors adjusted their positions in the computer hardware company around the same period. PensionDanmark Pensionsforsikringsaktieselskab held 24,296 shares worth about $42.27 million. ASR Vermogensbeheer N.V. held 16,713 shares valued at roughly $29.08 million. Y-Intercept exited its position entirely by selling its 8,149 shares. First Citizens Bank & Trust boosted its holdings by 4,725 shares, ending with 5,038 shares worth about $8.77 million. IFM Investors held 34,993 shares valued at approximately $60.88 million.

Sandisk Corporation Stock Down 10.2%

SanDisk Corporation shares recently traded around $1,237.64 as of October 24, down about 1.8% from the October 22 closing price of $1,260.93. The stock sits below its 50-day moving average of $1,599.25 but remains slightly above its 200-day moving average of $1,231.91. Shares have traded between a 52-week low of $146.00 and a 52-week high of $2,354.39.

Recent Earnings

SanDisk Corporation develops data storage devices using NAND flash technology. The company generated trailing-twelve-month revenue of $20,248,000,512.00 with earnings of $73.76 per share. It posted a net margin of 56.5% and a return on equity of 91.6%. Its current ratio stands at 2.29 with a debt-to-equity ratio of 1.277. The company's next earnings report is scheduled for October 29, 2026.

Insider Buying and Selling at Sandisk Corporation

Several corporate insiders transacted shares in recent months. Officer Bernard Shek sold 2,308 shares on September 8 at an average price of $1,767.33 for a total of $4,078,998.00. Chief Executive Officer David V. Goeckeler sold 33,838 shares on September 14 valued at $51,700,130.00 and another 33,841 shares on September 17 valued at $53,272,704.00. Chief Financial Officer Lomelin Luis Felipe Visoso sold 1,000 shares on September 15 at $1,568.83 for $1,568,830.00.

Analysts Set New Price Targets

Wall Street research firms updated their views on the stock. RBC Capital maintained its sector perform rating while raising its price target from $1,300.00 to $1,600.00 on August 14. Wells Fargo maintained an equal-weight rating and lifted its target from $1,400.00 to $1,550.00 on August 14. Mizuho maintained an outperform rating while adjusting its target from $1,900.00 to $1,875.00 on August 25, then raised it to $2,050.00 on October 6. Rosenblatt initiated coverage with a buy rating and a $2,400.00 target on September 22. The stock carries a consensus buy rating and a mean price target of $2,173.00 across 24 analyst opinions.

About SanDisk Corporation

Headquartered in Milpitas, California, SanDisk Corporation builds flash memory storage solutions for customers worldwide. The company employs 11,100 people and trades on the NasdaqGS exchange under the ticker SNDK.

Bottom Line

Investors will look ahead to SanDisk Corporation's upcoming earnings report on October 29, 2026, for further details on revenue growth and profit margins. Institutional holdings will continue to shift as funds update their filings in the coming weeks.