LSV Asset Management Decreases Stock Position in Belden Inc $BDC

LSV Asset Management trimmed its holdings in Belden Inc (NYSE:BDC) by 9.1% during the third quarter, Holdings Channel.com reports. The fund owned 45,210 shares of the industrial products company’s stock after selling 4,500 shares during the period. LSV Asset Management’s holdings in Belden were worth $5,437,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Y Intercept Hong Kong Ltd purchased a new position in Belden in the 3rd quarter valued at about $591,000. Ethic Inc. acquired a new position in shares of Belden in the second quarter valued at approximately $252,000. JPMorgan Chase & Co. lifted its stake in shares of Belden by 28.1% during the second quarter. JPMorgan Chase & Co. now owns 275,726 shares of the industrial products company’s stock valued at $31,929,000 after buying an additional 60,445 shares during the period. Riverwater Partners LLC purchased a new position in shares of Belden during the third quarter valued at approximately $1,834,000. Finally, Renaissance Group LLC boosted its position in Belden by 8.6% during the third quarter. Renaissance Group LLC now owns 65,749 shares of the industrial products company’s stock worth $7,908,000 after acquiring an additional 5,216 shares during the last quarter. Institutional investors and hedge funds own 98.75% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Benchmark boosted their price target on Belden from $145.00 to $175.00 and gave the company a “buy” rating in a report on Friday. Truist Financial upped their target price on Belden from $149.00 to $150.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Weiss Ratings reissued a “hold (c+)” rating on shares of Belden in a research note on Wednesday, January 21st. Finally, Wall Street Zen upgraded Belden from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Three equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, Belden presently has an average rating of “Moderate Buy” and an average target price of $148.33.

Belden Trading Down 1.1%

Shares of BDC opened at $149.29 on Monday. Belden Inc has a twelve month low of $83.18 and a twelve month high of $159.99. The firm has a market capitalization of $5.87 billion, a P/E ratio of 25.26 and a beta of 1.20. The company has a current ratio of 1.93, a quick ratio of 1.36 and a debt-to-equity ratio of 1.02. The stock’s fifty day simple moving average is $122.12 and its 200 day simple moving average is $121.20.

Belden (NYSE:BDC) last posted its quarterly earnings results on Thursday, February 12th. The industrial products company reported $2.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.93 by $0.15. The firm had revenue of $720.12 million during the quarter, compared to the consensus estimate of $696.97 million. Belden had a return on equity of 24.43% and a net margin of 8.75%.The firm’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.92 earnings per share. Belden has set its Q1 2026 guidance at 1.650-1.750 EPS. On average, equities research analysts forecast that Belden Inc will post 7.07 earnings per share for the current 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 issued a $0.05 dividend. The ex-dividend date was Thursday, December 11th. This represents a $0.20 annualized dividend and a yield of 0.1%. Belden’s dividend payout ratio (DPR) is presently 3.38%.

Insider Buying and Selling at Belden

In related news, Director Jonathan C. Klein sold 3,000 shares of the company’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $124.19, for a total transaction of $372,570.00. Following the completion of the sale, the director directly owned 8,353 shares of the company’s stock, valued at approximately $1,037,359.07. This represents a 26.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Hiran Bhadra sold 1,600 shares of the stock in a transaction on Friday, December 5th. The shares were sold at an average price of $120.00, for a total value of $192,000.00. Following the completion of the sale, the senior vice president owned 26,119 shares of the company’s stock, valued at approximately $3,134,280. This represents a 5.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 16,045 shares of company stock valued at $2,010,690. 1.48% of the stock is currently owned by corporate insiders.

More Belden News

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

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.