Allianz Asset Management GmbH Has $14.88 Million Stock Holdings in Benchmark Electronics, Inc. $BHE

Allianz Asset Management GmbH lowered its position in shares of Benchmark Electronics, Inc. (NYSE:BHE) by 9.1% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 385,883 shares of the technology company’s stock after selling 38,803 shares during the quarter. Allianz Asset Management GmbH’s holdings in Benchmark Electronics were worth $14,876,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Versant Capital Management Inc raised its stake in Benchmark Electronics by 21.2% in 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 grew its position 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. State of Wyoming bought a new position in shares of Benchmark Electronics during the second quarter worth approximately $137,000. Caxton Associates LLP acquired a new stake in shares of Benchmark Electronics in the first quarter valued at approximately $202,000. Finally, Hohimer Wealth Management LLC bought a new stake in shares of Benchmark Electronics in the second quarter valued at approximately $203,000. Institutional investors own 92.29% of the company’s stock.

Benchmark Electronics Trading Up 4.2%

Shares of BHE opened at $58.39 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.50 and a current ratio of 2.28. Benchmark Electronics, Inc. has a 52-week low of $30.73 and a 52-week high of $59.50. The firm has a market cap of $2.08 billion, a price-to-earnings ratio of 84.62 and a beta of 1.03. The business’s fifty day moving average is $47.73 and its 200-day moving average is $43.18.

Benchmark Electronics (NYSE:BHE) last released its quarterly earnings data 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 business had revenue of $704.00 million for the quarter, compared to analyst estimates of $696.67 million. During the same period last year, the firm posted $0.61 earnings per share. 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 business also recently declared a quarterly dividend, which was paid on Tuesday, January 13th. Stockholders of record on Wednesday, December 31st were paid 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 was Wednesday, December 31st. Benchmark Electronics’s dividend payout ratio (DPR) is presently 98.55%.

Insider Activity at Benchmark Electronics

In related news, SVP Jan M. Janick sold 8,967 shares of the company’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $42.66, for a total transaction of $382,532.22. Following the completion of the transaction, the senior vice president directly owned 53,401 shares in the company, valued at $2,278,086.66. This represents a 14.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Rhonda R. Turner sold 10,000 shares of the stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $47.83, for a total transaction of $478,300.00. Following the completion of the transaction, the senior vice president directly owned 34,701 shares of the company’s stock, valued at approximately $1,659,748.83. The trade was a 22.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 63,967 shares of company stock valued at $3,029,458. Company insiders own 2.20% of the company’s stock.

Wall Street Analysts Forecast Growth

BHE has been the subject of several analyst reports. Lake Street Capital set a $62.00 price objective on Benchmark Electronics in a report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Benchmark Electronics in a research report on Wednesday, January 21st. Needham & Company LLC boosted 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. Finally, Wall Street Zen upgraded shares of Benchmark Electronics from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Two investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $62.00.

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.