Benchmark Electronics, Inc. $BHE Shares Acquired by Empowered Funds LLC

Posted by George Bondi on Jul 31st, 2026

Empowered Funds LLC lifted its stake in shares of Benchmark Electronics, Inc. (NYSE:BHE – Free Report) by 5.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 168,067 shares of the technology company’s stock after acquiring an additional 7,956 shares during the quarter. Empowered Funds LLC owned 0.47% of Benchmark Electronics worth $9,422,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Rockefeller Capital Management L.P. boosted its holdings in Benchmark Electronics by 69.6% in the fourth quarter. Rockefeller Capital Management L.P. now owns 609 shares of the technology company’s stock valued at $26,000 after purchasing an additional 250 shares during the period. Kestra Advisory Services LLC purchased a new stake in Benchmark Electronics during the 4th quarter worth about $42,000. Clearstead Advisors LLC increased its holdings in Benchmark Electronics by 246.8% during the 4th quarter. Clearstead Advisors LLC now owns 1,363 shares of the technology company’s stock worth $58,000 after purchasing an additional 970 shares during the period. Parkside Financial Bank & Trust raised its position in Benchmark Electronics by 28.6% in the 4th quarter. Parkside Financial Bank & Trust now owns 1,446 shares of the technology company’s stock valued at $62,000 after purchasing an additional 322 shares in the last quarter. Finally, Kemnay Advisory Services Inc. purchased a new position in shares of Benchmark Electronics in the 4th quarter valued at about $79,000. 92.29% of the stock is currently owned by institutional investors and hedge funds.

Benchmark Electronics News Roundup

Here are the key news stories impacting Benchmark Electronics this week:

Positive Sentiment: Q2 earnings and revenue exceeded expectations. Benchmark reported $756 million in revenue, up 18% year over year. Non-GAAP EPS was $0.75, ahead of the $0.69 consensus estimate, while GAAP EPS was $0.55. Non-GAAP earnings increased 36% from the prior-year quarter, supporting the positive investor reaction. Benchmark Reports Strong Second Quarter Results
Positive Sentiment: Third-quarter guidance came in above analyst forecasts. Management forecast adjusted EPS of $0.76 to $0.82, compared with the $0.72 consensus estimate, and revenue of $755 million to $795 million, versus expectations of approximately $744.3 million. The guidance suggests continued operating momentum. Benchmark Reports Strong Q2 Results
Positive Sentiment: Analyst sentiment improved. Needham raised its price target from $80 to $90 and maintained a “Buy” rating, implying additional upside based on the referenced price. The target increase reinforces confidence in Benchmark’s earnings trajectory. Benzinga analyst action
Neutral Sentiment: Cash generation was positive but modest relative to sales. Benchmark produced $35 million of operating cash flow and $22 million of free cash flow during the quarter. Investors will likely monitor whether cash generation accelerates alongside the company’s revenue and earnings growth. Benchmark Q2 Earnings Snapshot

Insider Buying and Selling

In other Benchmark Electronics news, CEO David Moezidis sold 12,500 shares of the stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $87.57, for a total value of $1,094,625.00. Following the transaction, the chief executive officer directly owned 85,564 shares in the company, valued at $7,492,839.48. This represents a 12.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Kenneth T. Lamneck sold 24,263 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $81.49, for a total transaction of $1,977,191.87. Following the sale, the director directly owned 47,418 shares in the company, valued at approximately $3,864,092.82. The trade was a 33.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 86,352 shares of company stock valued at $7,312,806 over the last three months. 1.10% of the stock is currently owned by insiders.

Benchmark Electronics Stock Up 6.3%

Shares of NYSE BHE opened at $78.74 on Friday. The company has a market capitalization of $2.83 billion, a price-to-earnings ratio of 53.57 and a beta of 1.24. The company has a debt-to-equity ratio of 0.18, a current ratio of 2.18 and a quick ratio of 1.42. The business has a 50-day moving average of $86.17 and a two-hundred day moving average of $70.03. Benchmark Electronics, Inc. has a 1 year low of $34.44 and a 1 year high of $100.41.

Benchmark Electronics (NYSE:BHE – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The technology company reported $0.75 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.06. Benchmark Electronics had a return on equity of 7.31% and a net margin of 1.89%.The business had revenue of $755.98 million for the quarter, compared to the consensus estimate of $720.00 million. During the same quarter in the prior year, the business posted $0.03 EPS. The business’s revenue for the quarter was up 17.7% on a year-over-year basis. Benchmark Electronics has set its Q3 2026 guidance at 0.760-0.820 EPS.

Benchmark Electronics Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Tuesday, June 30th were issued a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, June 30th. Benchmark Electronics’s dividend payout ratio is 71.58%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on BHE. Weiss Ratings reissued a “hold (c)” rating on shares of Benchmark Electronics in a research report on Friday, July 17th. Lake Street Capital reaffirmed a “buy” rating and issued a $92.00 target price on shares of Benchmark Electronics in a report on Thursday, April 30th. Finally, Needham & Company LLC lifted their price target on shares of Benchmark Electronics from $80.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, Benchmark Electronics currently has a consensus rating of “Moderate Buy” and an average price target of $91.00.

Read Our Latest Stock Report on Benchmark Electronics

Benchmark Electronics Profile

(Free Report)

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.