Oppenheimer Asset Management Inc. Takes Position in Benchmark Electronics, Inc. $BHE

Key Points

• Oppenheimer Asset Management purchased a new stake of 27,898 shares in Benchmark Electronics (NYSE: BHE), valued at about $1.19 million and representing roughly 0.08% ownership at quarter-end.
• Benchmark beat Q1 estimates with $0.58 EPS (vs. $0.56) and revenue of $677.28M (+7.1% YoY), and set Q2 2026 guidance of $0.65–$0.71 EPS.
• 92.29% institutional ownership remains high as major funds increased positions, and analysts have lifted targets (Needham to $80) with a consensus price target of $86 (Moderate Buy).

Oppenheimer Asset Management Inc. purchased a new stake in shares of Benchmark Electronics, Inc. (NYSE:BHE - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 27,898 shares of the technology company's stock, valued at approximately $1,193,000. Oppenheimer Asset Management Inc. owned about 0.08% of Benchmark Electronics at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. Franklin Resources Inc. boosted its position in shares of Benchmark Electronics by 14.4% during the 3rd quarter. Franklin Resources Inc. now owns 2,688,298 shares of the technology company's stock valued at $103,634,000 after acquiring an additional 338,081 shares during the last quarter. American Century Companies Inc. boosted its position in shares of Benchmark Electronics by 2.3% during the 3rd quarter. American Century Companies Inc. now owns 1,328,183 shares of the technology company's stock valued at $51,201,000 after acquiring an additional 29,923 shares during the last quarter. Wasatch Advisors LP boosted its position in shares of Benchmark Electronics by 0.6% during the 2nd quarter. Wasatch Advisors LP now owns 1,229,825 shares of the technology company's stock valued at $47,754,000 after acquiring an additional 6,868 shares during the last quarter. Tributary Capital Management LLC lifted its position in Benchmark Electronics by 92.5% in the 3rd quarter. Tributary Capital Management LLC now owns 879,486 shares of the technology company's stock worth $33,904,000 after buying an additional 422,608 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its position in Benchmark Electronics by 25.8% in the 3rd quarter. Qube Research & Technologies Ltd now owns 536,395 shares of the technology company's stock worth $20,678,000 after buying an additional 109,931 shares during the last quarter. Institutional investors own 92.29% of the company's stock.

Benchmark Electronics Stock Performance

Shares of BHE stock opened at $84.57 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.42 and a current ratio of 2.18. Benchmark Electronics, Inc. has a fifty-two week low of $33.69 and a fifty-two week high of $86.59. The stock has a 50 day moving average price of $60.27 and a two-hundred day moving average price of $51.95. The company has a market capitalization of $3.03 billion, a P/E ratio of 89.03 and a beta of 1.28.

Benchmark Electronics (NYSE:BHE - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The technology company reported $0.58 earnings per share for the quarter, beating the consensus estimate of $0.56 by $0.02. Benchmark Electronics had a return on equity of 6.63% and a net margin of 1.27%.The firm had revenue of $677.28 million during the quarter, compared to the consensus estimate of $676.25 million. During the same quarter in the previous year, the company posted $0.52 earnings per share. The business's revenue was up 7.1% on a year-over-year basis. Benchmark Electronics has set its Q2 2026 guidance at 0.650-0.710 EPS.

Benchmark Electronics Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 10th. Shareholders of record on Tuesday, March 31st were given a $0.17 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $0.68 annualized dividend and a yield of 0.8%. Benchmark Electronics's payout ratio is presently 71.58%.

Insiders Place Their Bets

In other Benchmark Electronics news, CEO Jeff Benck sold 834 shares of the business's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $60.06, for a total value of $50,090.04. Following the completion of the sale, the chief executive officer owned 397,246 shares in the company, valued at approximately $23,858,594.76. The trade was a 0.21% 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. Insiders sold a total of 25,934 shares of company stock valued at $1,510,843 in the last ninety days. Insiders own 1.10% of the company's stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on the company. Needham & Company LLC boosted their target price on Benchmark Electronics from $62.00 to $80.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Wall Street Zen upgraded Benchmark Electronics from a "buy" rating to a "strong-buy" rating in a research report on Saturday, February 28th. Weiss Ratings restated a "hold (c)" rating on shares of Benchmark Electronics in a research report on Monday, April 20th. Finally, Lake Street Capital restated a "buy" rating and issued a $92.00 target price on shares of Benchmark Electronics in a research report on Thursday, April 30th. Two analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $86.00.

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.

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