Vest Financial LLC Lowers Stock Holdings in Benchmark Electronics, Inc. $BHE

Key Points

• Vest Financial LLC reduced its position in Benchmark Electronics by 20.1% in Q4, selling 18,932 shares and ending the period with 75,429 shares worth about $3.23 million.
• Benchmark beat quarter expectations with revenue up ~7% and management raised guidance—Q2 EPS guidance of $0.65–$0.71 and full‑year revenue growth raised to roughly 9–10%—a key catalyst for the stock rally.
• Insiders have been selling recently: CEO Jeff Benck sold 25,000 shares and insiders sold a total of 25,934 shares last quarter, a potentially negative signal for sentiment.

Vest Financial LLC cut its stake in shares of Benchmark Electronics, Inc. (NYSE:BHE - Free Report) by 20.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 75,429 shares of the technology company's stock after selling 18,932 shares during the period. Vest Financial LLC owned 0.21% of Benchmark Electronics worth $3,225,000 as of its most recent SEC filing.

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

Benchmark Electronics Stock Performance

NYSE:BHE opened at $72.11 on Thursday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.28 and a quick ratio of 1.52. The firm has a 50-day moving average of $59.26 and a two-hundred day moving average of $51.23. The stock has a market cap of $2.59 billion, a P/E ratio of 104.51 and a beta of 0.97. Benchmark Electronics, Inc. has a 1-year low of $32.11 and a 1-year high of $72.44.

Benchmark Electronics (NYSE:BHE - Get Free Report) last posted its quarterly earnings data 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 during the quarter, compared to analysts' expectations of $696.67 million. Benchmark Electronics had a net margin of 0.93% and a return on equity of 6.48%. The firm's revenue for the quarter was up 7.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.61 EPS. 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 Friday, April 10th. Stockholders of record on Tuesday, March 31st were given a dividend of $0.17 per share. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $0.68 annualized dividend and a dividend yield of 0.9%. Benchmark Electronics's dividend payout ratio (DPR) is presently 98.55%.

Insider Activity at Benchmark Electronics

In other news, CEO Jeff Benck sold 25,000 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $58.19, for a total transaction of $1,454,750.00. Following the transaction, the chief executive officer owned 398,180 shares of the company's stock, valued at approximately $23,170,094.20. This trade represents a 5.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 25,934 shares of company stock worth $1,510,843 over the last quarter. Company insiders own 2.20% of the company's stock.

Key Headlines Impacting Benchmark Electronics

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

• Positive Sentiment: Raised guidance and outlook — Benchmark set Q2 2026 EPS guidance of $0.65–$0.71 (above consensus ~$0.59) and revenue guidance of $700–$740M; management also raised full‑year revenue growth to ~9–10%, which is the main catalyst for the rally. Benchmark Reports First Quarter 2026 Results and Raises Full Year Outlook
• Positive Sentiment: Operational and cash‑flow improvement — Q1 revenue ~$677M (+~7% y/y), gross profit and operating profit expanded, operating cash flow improved (~$47M) and free cash flow was positive, supporting the stronger guidance. These fundamentals underpin the positive market reaction. Benchmark Electronics (BHE) Stock Rises on Q1 2026 Earnings
• Neutral Sentiment: Market reaction and coverage — multiple outlets note a sharp intraday price increase and elevated volume as investors digest results and guidance; watch intraday volatility as institutions and retail adjust positions. Benchmark’s NYSE: BHE Q1 CY2026 earnings results: Revenue in line with expectations, stock jumps 13.9%
• Neutral Sentiment: Analyst resources and call transcript available — the earnings call transcript and slide deck are published for deeper color on order trends, end markets and margin drivers; useful for investors deciding whether the guidance is sustainable. Benchmark (BHE) Q1 2026 Earnings Transcript
• Negative Sentiment: GAAP vs. non‑GAAP divergence and EPS comparisons — Q1 GAAP diluted EPS was ~$0.36 while non‑GAAP EPS was reported at ~$0.58; some third‑party summaries compared GAAP EPS to Street non‑GAAP expectations, creating headlines of an EPS miss. Investors should focus on which metric analysts use going forward. Benchmark Electronics (BHE) Stock Rises on Q1 2026 Earnings
• Negative Sentiment: Insider selling and mixed institutional flows — recent filings show multiple insider sales (including by the CEO) and mixed hedge‑fund position changes; this could pressure sentiment if selling continues. Benchmark Electronics (BHE) Stock Rises on Q1 2026 Earnings

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on BHE. Wall Street Zen raised Benchmark Electronics from a "buy" rating to a "strong-buy" rating in a research note on Saturday, February 28th. Weiss Ratings reiterated a "hold (c)" rating on shares of Benchmark Electronics in a research note on Monday, April 20th. Needham & Company LLC raised their target price on shares of Benchmark Electronics from $55.00 to $62.00 and gave the company a "buy" rating in a research note on Wednesday, February 4th. Finally, Lake Street Capital set a $62.00 target price on shares of Benchmark Electronics in a research note on Wednesday, February 4th. Two equities research 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 stock currently has a consensus rating of "Moderate Buy" and a consensus 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.

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