First National Bank of Omaha Buys New Position in Benchmark Electronics, Inc. $BHE

First National Bank of Omaha purchased a new stake in Benchmark Electronics, Inc. (NYSE:BHE) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 11,542 shares of the technology company’s stock, valued at approximately $1,139,000.

Several other institutional investors have also added to or reduced their stakes in BHE. BlackRock Inc. acquired a new position in shares of Benchmark Electronics during the second quarter valued at about $579,768,000. Deutsche Bank AG purchased a new position in shares of Benchmark Electronics in the 2nd quarter valued at approximately $9,589,000. Global Retirement Partners LLC acquired a new stake in Benchmark Electronics in the 2nd quarter worth approximately $112,000. Bank of New York Mellon Corp acquired a new stake in Benchmark Electronics in the 2nd quarter worth approximately $31,061,000. Finally, State of Wyoming purchased a new stake in Benchmark Electronics during the 2nd quarter worth approximately $364,000. Institutional investors and hedge funds own 92.29% of the company’s stock.

Insiders Place Their Bets

In related news, CEO David Moezidis sold 12,500 shares of the business’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $87.57, for a total transaction of $1,094,625.00. Following the completion of the transaction, the chief executive officer directly owned 85,564 shares in the company, valued at $7,492,839.48. The trade was a 12.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Stephen J. Beaver sold 20,000 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $86.25, for a total transaction of $1,725,000.00. Following the completion of the sale, the senior vice president directly owned 75,020 shares in the company, valued at approximately $6,470,475. The trade was a 21.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.10% of the stock is owned by corporate insiders.

Benchmark Electronics Trading Down 4.1%

Benchmark Electronics stock opened at $73.60 on Thursday. The company has a quick ratio of 1.31, a current ratio of 1.99 and a debt-to-equity ratio of 0.16. Benchmark Electronics, Inc. has a 52 week low of $35.91 and a 52 week high of $100.41. The company has a market capitalization of $2.64 billion, a price-to-earnings ratio of 50.07 and a beta of 1.27. The stock has a 50-day moving average price of $84.83 and a 200 day moving average price of $73.16.

Benchmark Electronics (NYSE:BHE) last issued its earnings results 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 7.28% and a net margin of 1.89%.The firm had revenue of $755.98 million for the quarter, compared to analyst estimates of $720.00 million. During the same quarter in the prior year, the firm earned $0.03 earnings per share. Benchmark Electronics’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 Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Stockholders of record on Tuesday, June 30th were paid a $0.17 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $0.68 dividend on an annualized basis and a dividend yield of 0.9%. Benchmark Electronics’s dividend payout ratio is presently 46.26%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on BHE shares. Needham & Company LLC upped their price target on shares of Benchmark Electronics from $80.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Weiss Ratings upgraded shares of Benchmark Electronics from a “hold (c)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Finally, Lake Street Capital reissued a “buy” rating and set a $92.00 price objective on shares of Benchmark Electronics in a report on Thursday, April 30th. Three analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Benchmark Electronics presently has a consensus rating of “Buy” and a consensus price target of $91.00.

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.