First National Bank of Omaha Makes New Investment in Benchmark Electronics, Inc. $BHE

First National Bank of Omaha purchased a new stake in Benchmark Electronics, Inc. (NYSE:BHE) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 13,711 shares of the technology company’s stock, valued at approximately $529,000.

Several other institutional investors also recently bought and sold shares of BHE. PNC Financial Services Group Inc. lifted its stake in Benchmark Electronics by 12.9% in the third quarter. PNC Financial Services Group Inc. now owns 3,124 shares of the technology company’s stock worth $120,000 after acquiring an additional 358 shares during the period. Public Sector Pension Investment Board increased its holdings in shares of Benchmark Electronics by 13.8% in the 3rd quarter. Public Sector Pension Investment Board now owns 140,049 shares of the technology company’s stock valued at $5,399,000 after acquiring an additional 16,983 shares during the period. Illinois Municipal Retirement Fund raised its position in shares of Benchmark Electronics by 3.8% in the 3rd quarter. Illinois Municipal Retirement Fund now owns 19,182 shares of the technology company’s stock worth $739,000 after acquiring an additional 709 shares in the last quarter. Leuthold Group LLC boosted its position in Benchmark Electronics by 4.7% during the third quarter. Leuthold Group LLC now owns 47,209 shares of the technology company’s stock valued at $1,820,000 after purchasing an additional 2,112 shares in the last quarter. Finally, Rhumbline Advisers raised its holdings in Benchmark Electronics by 4.6% in the third quarter. Rhumbline Advisers now owns 108,999 shares of the technology company’s stock worth $4,202,000 after purchasing an additional 4,828 shares in the last quarter. 92.29% of the stock is currently owned by hedge funds and other institutional investors.

Benchmark Electronics Stock Performance

NYSE:BHE opened at $57.24 on Friday. Benchmark Electronics, Inc. has a fifty-two week low of $30.73 and a fifty-two week high of $60.51. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.52 and a current ratio of 2.28. The company has a 50 day moving average price of $49.75 and a 200 day moving average price of $44.35. The stock has a market capitalization of $2.04 billion, a P/E ratio of 82.96 and a beta of 1.03.

Benchmark Electronics (NYSE:BHE) last released its earnings results on Tuesday, February 3rd. The technology company reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.64 by $0.07. Benchmark Electronics had a return on equity of 6.48% and a net margin of 0.93%.The company had revenue of $704.00 million during the quarter, compared to the consensus estimate of $696.67 million. During the same period in the previous year, the company posted $0.61 EPS. Benchmark Electronics’s revenue was up 7.2% compared to the same quarter last year. Benchmark Electronics has set its Q1 2026 guidance at 0.530-0.590 EPS.

Benchmark Electronics Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 13th. Stockholders of record on Wednesday, December 31st were given a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Wednesday, December 31st. Benchmark Electronics’s payout ratio is 98.55%.

Analyst Ratings Changes

Several research firms have issued reports on BHE. Needham & Company LLC increased their price target on Benchmark Electronics from $55.00 to $62.00 and gave the company a “buy” rating in a research note on Wednesday, February 4th. Wall Street Zen raised Benchmark Electronics from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Lake Street Capital set a $62.00 price objective on shares of Benchmark Electronics in a report on Wednesday, February 4th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Benchmark Electronics in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $62.00.

Insider Buying and Selling

In other Benchmark Electronics news, SVP Stephen J. Beaver sold 8,750 shares of the firm’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $46.92, for a total transaction of $410,550.00. Following the transaction, the senior vice president owned 86,995 shares of the company’s stock, valued at approximately $4,081,805.40. This trade represents a 9.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Rhonda R. Turner sold 10,000 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $47.83, for a total value of $478,300.00. Following the completion of the sale, the senior vice president directly owned 34,701 shares of the company’s stock, valued at $1,659,748.83. The trade was a 22.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 80,934 shares of company stock worth $4,157,769. Corporate insiders own 2.20% of the company’s stock.

Benchmark Electronics Company Profile

Benchmark Electronics, Inc is a global provider of comprehensive electronics manufacturing services (EMS) and integrated engineering solutions. The company offers a full suite of services that span the entire product lifecycle, from early‐stage design and prototyping to high‐volume production and aftermarket support. Benchmark serves diverse end markets, including industrial automation, medical devices, communications, aerospace and defense, and semiconductor equipment.

At the core of Benchmark’s offering are printed circuit board assemblies (PCBA), system integration, box build assemblies and turnkey manufacturing.