SG Americas Securities LLC Reduces Stock Position in Benchmark Electronics, Inc. $BHE

SG Americas Securities LLC cut its stake in Benchmark Electronics, Inc. (NYSE:BHE) by 25.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 27,414 shares of the technology company’s stock after selling 9,165 shares during the period. SG Americas Securities LLC owned approximately 0.08% of Benchmark Electronics worth $1,172,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Aster Capital Management DIFC Ltd purchased a new position in Benchmark Electronics in the third quarter valued at about $40,000. Versant Capital Management Inc increased its stake in shares of Benchmark Electronics by 21.2% during the 3rd quarter. Versant Capital Management Inc now owns 2,323 shares of the technology company’s stock worth $90,000 after purchasing an additional 407 shares in the last quarter. Tower Research Capital LLC TRC increased its stake in shares of Benchmark Electronics by 215.1% during the 2nd quarter. Tower Research Capital LLC TRC now owns 3,000 shares of the technology company’s stock worth $116,000 after purchasing an additional 2,048 shares in the last quarter. PNC Financial Services Group Inc. increased its stake in shares of Benchmark Electronics by 12.9% during the 3rd quarter. PNC Financial Services Group Inc. now owns 3,124 shares of the technology company’s stock worth $120,000 after purchasing an additional 358 shares in the last quarter. Finally, State of Wyoming purchased a new position in shares of Benchmark Electronics during the 2nd quarter worth approximately $137,000. 92.29% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on BHE shares. Needham & Company LLC raised their price objective on shares of Benchmark Electronics from $55.00 to $62.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Weiss Ratings reissued a “hold (c)” rating on shares of Benchmark Electronics in a research note on Wednesday, January 21st. Wall Street Zen raised shares of Benchmark Electronics from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 28th. Finally, Lake Street Capital set a $62.00 price objective on shares of Benchmark Electronics in a research note on Wednesday, February 4th. Two investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $62.00.

Insider Buying and Selling at Benchmark Electronics

In other Benchmark Electronics news, CEO Jeff Benck sold 25,000 shares of Benchmark Electronics stock in a transaction on Friday, February 6th. The shares were sold at an average price of $58.19, for a total value of $1,454,750.00. Following the transaction, the chief executive officer owned 398,180 shares in the company, valued at $23,170,094.20. This trade represents a 5.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last quarter, insiders have sold 40,934 shares of company stock valued at $2,264,419. 2.20% of the stock is owned by company insiders.

Benchmark Electronics Stock Up 1.7%

Shares of BHE opened at $56.77 on Wednesday. The firm has a market cap of $2.03 billion, a PE ratio of 82.28 and a beta of 0.97. The company’s fifty day moving average is $56.29 and its two-hundred day moving average is $48.26. Benchmark Electronics, Inc. has a fifty-two week low of $32.11 and a fifty-two week high of $61.12. The company has a quick ratio of 1.52, a current ratio of 2.28 and a debt-to-equity ratio of 0.19.

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

Benchmark Electronics Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, April 10th. Shareholders of record on Tuesday, March 31st will be issued a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Tuesday, March 31st. Benchmark Electronics’s dividend payout ratio (DPR) is 98.55%.

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.