Belden (NYSE:BDC) Updates Q1 2026 Earnings Guidance

Belden (NYSE:BDC) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.650-1.750 for the period, compared to the consensus EPS estimate of 1.690. The company issued revenue guidance of $675.0 million-$690.0 million, compared to the consensus revenue estimate of $659.9 million.

Analysts Set New Price Targets

BDC has been the subject of several research analyst reports. Benchmark lifted their price objective on shares of Belden from $145.00 to $175.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings restated a “hold (c+)” rating on shares of Belden in a report on Wednesday, January 21st. Wall Street Zen upgraded shares of Belden from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, Truist Financial increased their price objective on shares of Belden from $149.00 to $150.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Three research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $148.33.

Belden Stock Performance

BDC opened at $149.29 on Friday. Belden has a 1-year low of $83.18 and a 1-year high of $159.99. The company has a market cap of $5.87 billion, a price-to-earnings ratio of 25.26 and a beta of 1.20. The company’s fifty day moving average price is $122.12 and its two-hundred day moving average price is $121.31. The company has a current ratio of 1.93, a quick ratio of 1.37 and a debt-to-equity ratio of 1.02.

Belden (NYSE:BDC) last issued its quarterly earnings data on Thursday, February 12th. The industrial products company reported $2.08 EPS for the quarter, topping analysts’ consensus estimates of $1.93 by $0.15. Belden had a return on equity of 24.43% and a net margin of 8.75%.The firm had revenue of $720.12 million during the quarter, compared to analyst estimates of $696.97 million. During the same period in the previous year, the company posted $1.92 EPS. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. Belden has set its Q1 2026 guidance at 1.650-1.750 EPS. On average, analysts expect that Belden will post 7.07 EPS for the current fiscal year.

Belden Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 11th were given a dividend of $0.05 per share. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Thursday, December 11th. Belden’s dividend payout ratio (DPR) is presently 3.55%.

Insiders Place Their Bets

In other Belden news, CAO Doug Zink sold 1,452 shares of Belden stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $133.96, for a total value of $194,509.92. Following the sale, the chief accounting officer owned 4,642 shares of the company’s stock, valued at approximately $621,842.32. The trade was a 23.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Hiran Bhadra sold 1,600 shares of Belden stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $120.00, for a total transaction of $192,000.00. Following the completion of the sale, the senior vice president directly owned 26,119 shares in the company, valued at $3,134,280. This trade represents a 5.77% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 16,045 shares of company stock valued at $2,010,690. 1.48% of the stock is owned by company insiders.

Belden News Summary

Here are the key news stories impacting Belden this week:

• Positive Sentiment: Reported stronger-than-expected Q4: record revenue of $720M (up 8% y/y), adjusted EPS $2.08 beating estimates, improved margins and $45M of buybacks — evidence of healthy end markets and margin leverage. Belden Reports Record Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management set Q1 2026 EPS guidance of $1.65–$1.75 and raised revenue outlook above consensus, signaling continued growth visibility for the year. Earnings / Guidance Release
• Positive Sentiment: Analyst support increased — Benchmark raised its price target to $175 and reiterated a buy rating, implying meaningful upside relative to recent levels. Benzinga
• Positive Sentiment: Strategic pivot toward higher‑margin integrated solutions, AI data-center connectivity and broadband expansion was highlighted by management — a structural shift that can lift long‑term margins and addressable market. BDC Q4 Deep Dive: Solutions Strategy Delivers Growth and Organizational Shift
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper read — useful for investors wanting color on backlog, segment trends (Automation vs. Smart Infrastructure) and buyback cadence. Earnings Call Transcript
• Neutral Sentiment: Press coverage and earnings snapshots (AP, Yahoo, MSN) reiterate beats and management commentary — no new negative surprises surfaced in media summaries. Belden Inc (BDC) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Despite fundamentals and the analyst upgrade, the stock is trading lower today on profit‑taking after a strong run; volume is above average, suggesting active repositioning by investors. MarketBeat Trading Snapshot

Institutional Investors Weigh In On Belden

Hedge funds and other institutional investors have recently bought and sold shares of the business. Arrowstreet Capital Limited Partnership grew its holdings in shares of Belden by 712.6% during the third quarter. Arrowstreet Capital Limited Partnership now owns 145,029 shares of the industrial products company’s stock worth $17,443,000 after purchasing an additional 127,182 shares in the last quarter. UBS Group AG lifted its position in Belden by 64.9% during the third quarter. UBS Group AG now owns 185,662 shares of the industrial products company’s stock valued at $22,330,000 after purchasing an additional 73,061 shares during the last quarter. Campbell & CO Investment Adviser LLC purchased a new position in Belden in the 4th quarter worth approximately $4,949,000. Invesco Ltd. increased its holdings in shares of Belden by 4.0% in the 3rd quarter. Invesco Ltd. now owns 1,015,651 shares of the industrial products company’s stock worth $122,152,000 after buying an additional 39,096 shares during the last quarter. Finally, Qube Research & Technologies Ltd increased its holdings in shares of Belden by 246.7% in the 3rd quarter. Qube Research & Technologies Ltd now owns 54,090 shares of the industrial products company’s stock worth $6,505,000 after buying an additional 38,487 shares during the last quarter. Institutional investors own 98.75% of the company’s stock.

About Belden

Belden, formerly Belden Inc (NYSE:BDC), was a global provider of signal transmission solutions for demanding applications. The company produced a wide range of copper and fiber optic cables, connectors, patch panels, cable assemblies, and surge protection devices. Its portfolio extended into networking and security hardware, including managed switches, industrial routers, and software tools for remote monitoring and network management.

Founded in 1902 and headquartered in St. Louis, Missouri, Belden built its reputation on delivering high‐performance, reliable products for harsh environments.