Benchmark Electronics (NYSE:BHE) Reaches New 1-Year High – Here’s What Happened

Benchmark Electronics, Inc. (NYSE:BHE)’s share price hit a new 52-week high on Thursday . The company traded as high as $59.50 and last traded at $55.8760, with a volume of 649390 shares changing hands. The stock had previously closed at $56.02.

Key Stories Impacting Benchmark Electronics

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

• Positive Sentiment: Revenue beat and top-line growth: Q4 revenue was roughly $704M, up ~7.2% year‑over‑year and slightly above consensus — evidence of steady demand. Benchmark Reports Fourth Quarter and Fiscal Year 2025 Results
• Positive Sentiment: Strong cash generation and liquidity: operating cash flow (~$58.7–59M) and free cash flow (~$48M) improved year‑over‑year; cash on hand stayed robust (≈$322M), supporting capex and balance-sheet flexibility. Benchmark Reports Fourth Quarter and Fiscal Year 2025 Results
• Neutral Sentiment: Mixed earnings metric: non‑GAAP diluted EPS of $0.71 beat the consensus (~$0.64), while GAAP diluted EPS was $0.17 — investors must decide how much weight to place on adjusted results vs. GAAP. MarketBeat Q4 Results Summary
• Neutral Sentiment: Q1 guidance roughly in line but with a wide range: Q1 2026 EPS guidance of $0.530–0.590 and revenue guidance $655M–$695M overlap consensus but leave room for downside if demand softens near the low end. MarketBeat Guidance Summary
• Negative Sentiment: Profitability deterioration on GAAP basis: operating profit materially declined (~‑29% YoY) and net income fell sharply (≈‑67% YoY), pressuring GAAP EPS and raising questions about margin leverage. QuiverQuant Earnings Summary
• Negative Sentiment: Insider and some institutional selling: recent filings show multiple insider sales and notable reductions by several large funds — a negative signal for investor sentiment and potential incremental selling pressure. QuiverQuant: Insider & Fund Activity

Analysts Set New Price Targets

A number of equities analysts recently commented on BHE shares. Wall Street Zen raised Benchmark Electronics from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Needham & Company LLC increased their target price on Benchmark Electronics from $55.00 to $62.00 and gave the company a “buy” rating in a research report on Wednesday. Lake Street Capital set a $62.00 target price on shares of Benchmark Electronics in a report on Wednesday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Benchmark Electronics in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Benchmark Electronics has an average rating of “Moderate Buy” and an average target price of $62.00.

Benchmark Electronics Trading Down 0.3%

The stock has a market cap of $1.99 billion, a PE ratio of 80.98 and a beta of 1.03. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.50 and a current ratio of 2.32. The stock has a fifty day moving average price of $47.24 and a 200 day moving average price of $42.93.

Benchmark Electronics (NYSE:BHE) last released its quarterly earnings results on Tuesday, February 3rd. The technology company reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.64 by $0.07. The company had revenue of $704.00 million for the quarter, compared to analyst estimates of $696.67 million. Benchmark Electronics had a return on equity of 6.47% and a net margin of 0.93%.Benchmark Electronics’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.61 EPS. Benchmark Electronics has set its Q1 2026 guidance at 0.530-0.590 EPS.

Benchmark Electronics Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, January 13th. Stockholders of record on Wednesday, December 31st were issued a $0.17 dividend. This represents a $0.68 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Wednesday, December 31st. Benchmark Electronics’s dividend payout ratio (DPR) is 98.55%.

Insider Activity

In related news, CEO Jeff Benck sold 14,900 shares of the company’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $50.24, for a total transaction of $748,576.00. Following the transaction, the chief executive officer directly owned 423,180 shares in the company, valued at approximately $21,260,563.20. This represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Stephen J. Beaver sold 8,750 shares of the stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $46.92, for a total transaction of $410,550.00. Following the completion of the sale, the senior vice president directly owned 86,995 shares in the company, valued at $4,081,805.40. This trade represents a 9.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 63,967 shares of company stock valued at $3,029,458 in the last quarter. 2.20% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Benchmark Electronics

A number of large investors have recently bought and sold shares of the business. Crossmark Global Holdings Inc. increased its stake in shares of Benchmark Electronics by 3.3% in the 4th quarter. Crossmark Global Holdings Inc. now owns 7,158 shares of the technology company’s stock valued at $306,000 after purchasing an additional 228 shares in the last quarter. Heritage Family Offices LLP raised its position in shares of Benchmark Electronics by 5.7% in the third quarter. Heritage Family Offices LLP now owns 6,241 shares of the technology company’s stock valued at $241,000 after buying an additional 334 shares during the last quarter. Jennison Associates LLC raised its holdings in Benchmark Electronics by 1.0% in the 2nd quarter. Jennison Associates LLC now owns 36,429 shares of the technology company’s stock valued at $1,415,000 after acquiring an additional 346 shares during the last quarter. Hohimer Wealth Management LLC increased its holdings in shares of Benchmark Electronics by 6.7% in the third quarter. Hohimer Wealth Management LLC now owns 5,586 shares of the technology company’s stock valued at $215,000 after purchasing an additional 350 shares during the last quarter. Finally, Amalgamated Bank increased its stake in shares of Benchmark Electronics by 3.4% in the 3rd quarter. Amalgamated Bank now owns 10,605 shares of the technology company’s stock worth $409,000 after acquiring an additional 353 shares during the last quarter. Hedge funds and other institutional investors own 92.29% of the company’s stock.

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.