BHE

BENCHMARK ELECTRONICS INC

NYSE · Printed Circuit Boards · Inc. TX · CIK 0000863436
$89.93 +1.06% $3.2B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)10 New Institutional Positions4 Institutional Exits
Vol
Market Cap$3.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$1.5B
Inst. Activity10 buys / 4 sells
Insider Activity0B / 8S
Insider Net $-$7.9M
SEC Reports6
Exchange NYSE·Sector Printed Circuit Boards·Inc. TX·CIK 0000863436·Prev Close $88.99

Recent Activity

Jun 11, 2026 Insider
Beaver Stephen J sold 20,000 shares
SVP, General Counsel and CLO @ $86.25 ($1.7M)
May 27, 2026 Insider
SCHEIBLE DAVID W was granted 2,093 shares
Director
May 27, 2026 Insider
Britt Douglas was granted 2,093 shares
Director
May 20, 2026 SEC
Two directors at Benchmark Electronics sold a combined $3.93M in shares over three trading days. The sales represent ~0.
CLUSTER — Impact 4/10
May 15, 2026 SEC
Two directors and an SVP of Benchmark Electronics sold shares totaling $4.5M in open-market transactions over a week. Th
CLUSTER — Impact 4/10
May 12, 2026 SEC
Two insiders at Benchmark Electronics sold a combined $2.54M in stock over a 7-day window, representing 0.08% of market
CLUSTER — Impact 3/10
Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
768,991 shares ($43.1M)
Inst.
FIRST TRUST ADVISORS LP — TRIM
616,547 shares ($34.6M)

Price Targets

$78.00 -13.3% upside Sell
Current $89.93 Low $62.00 Median $80.00 High $92.00 3 analysts
$62.00 $92.00

Analyst Ratings

Buy75% buy · 8 analysts
1Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 Needham MAINTAIN Buy → Buy
Feb 4, 2026 Needham MAINTAIN Buy → Buy
Jan 23, 2026 Lake Street MAINTAIN Buy → Buy
Jan 16, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.69 ▲ +15.7% $0.68 — $0.69 25% YoY 3
Next Q $0.72 ▲ +8.0% $0.71 — $0.72 16% YoY 3
Current FY $2.75 ▲ +8.0% $2.74 — $2.76 15% YoY 3
Next FY $3.10 ▲ +8.5% $3.06 — $3.15 13% YoY 3

Latest Reports

NEUTRAL CLUSTER 4/10
Two directors at Benchmark Electronics sold a combined $3.93M in shares over three trading days. The sales represent ~0.
May 20, 2026
NEUTRAL CLUSTER 4/10
Two directors and an SVP of Benchmark Electronics sold shares totaling $4.5M in open-market transactions over a week. Th
May 15, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$316.3M—
VANGUARD PORTFOLIO MANAGEMENT LLC$176.1M—
FRANKLIN RESOURCES INC$154.8M—
DIMENSIONAL FUND ADVISORS LP$139.8M—
EARNEST PARTNERS LLC$95.5MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 11, 2026Beaver StephenSELL$1.7M
May 27, 2026SCHEIBLE DAVIDA$0.00
May 27, 2026Britt DouglasA$0.00
May 27, 2026BRYAN GLYNISA$0.00
May 27, 2026SLESSOR MIKEA$0.00
50 institutional holders with $1.5B total value (26,441,217 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FRANKLIN. Net buying activity: 10 institutions added/increased vs 4 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,642,706$316.3M21.3%—
2VANGUARD PORTFOLIO MANAGEMENT LLC3,141,826$176.1M11.9%—
3FRANKLIN RESOURCES INC2,760,676$154.8M10.4%—
4DIMENSIONAL FUND ADVISORS LP2,494,575$139.8M9.4%—
5EARNEST PARTNERS LLC1,703,558$95.5M6.4%NEW
6VANGUARD CAPITAL MANAGEMENT LLC1,559,148$87.4M5.9%—
7STATE STREET CORP1,385,240$77.9M5.3%—
8WELLINGTON MANAGEMENT GROUP LLP768,991$43.1M2.9%ADD +37.0%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC647,015$36.3M2.4%—
10FIRST TRUST ADVISORS LP616,547$34.6M2.3%TRIM -42.2%
11MORGAN STANLEY598,633$33.6M2.3%ADD +41.5%
12Allianz Asset Management GmbH415,389$23.3M1.6%—
13TWO SIGMA INVESTMENTS, LP410,258$23.0M1.6%DOUBLED +169.4%
14GOLDMAN SACHS GROUP INC367,455$20.6M1.4%—
15FMR LLC363,056$20.4M1.4%—
16Invesco Ltd.324,328$18.2M1.2%TRIM -64.8%
17First Eagle Investment Management, LLC296,569$16.6M1.1%—
18CITADEL ADVISORS LLC242,352$13.6M0.9%—
19VANGUARD FIDUCIARY TRUST CO229,144$12.8M0.9%—
20AMERIPRISE FINANCIAL INC224,887$12.6M0.9%DOUBLED +234.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPADD561,495768,991+37.0%$43.1M2026-Q1
FIRST TRUST ADVISORS LPTRIM1,066,272616,547-42.2%$34.6M2026-Q1
MORGAN STANLEYADD423,203598,633+41.5%$33.6M2026-Q1
Invesco Ltd.TRIM920,178324,328-64.8%$18.2M2026-Q1
BANK OF AMERICA CORP /DE/ADD59,35088,731+49.5%$5.0M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED27,57880,855+193.2%$4.5M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED5,19669,139+1230.6%$3.9M2026-Q1
STIFEL FINANCIAL CORPADD29,23352,763+80.5%$3.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED31227,932+8852.6%$1.6M2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD3,7945,253+38.5%$294.5K2026-Q1
Connor, Clark & Lunn Investment Management Ltd.NEAR_EXIT24,7783,909-84.2%$219.1K2026-Q1
Rockefeller Capital Management L.P.DOUBLED6091,804+196.2%$101.1K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED4061,226+202.0%$68.7K2026-Q1
Allworth Financial LPTRIM9046-48.9%$2.6K2026-Q1
EARNEST PARTNERS LLCNEW—1,752,583—$74.9M2025-Q4
AMERIPRISE FINANCIAL INCDOUBLED69,542232,399+234.2%$9.9M2025-Q4
ENVESTNET ASSET MANAGEMENT INCADD119,781197,319+64.7%$8.4M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED67,357181,488+169.4%$7.8M2025-Q4
WELLS FARGO & COMPANY/MNADD79,907151,643+89.8%$6.5M2025-Q4
PRUDENTIAL FINANCIAL INCTRIM87,18160,733-30.3%$2.6M2025-Q4
BANK OF AMERICA CORP /DE/TRIM80,04659,350-25.9%$2.5M2025-Q4
D. E. Shaw & Co., Inc.TRIM84,46553,585-36.6%$2.3M2025-Q4
ExodusPoint Capital Management, LPTRIM79,92634,570-56.7%$1.5M2025-Q4
TUDOR INVESTMENT CORP ET ALADD16,73027,578+64.8%$1.2M2025-Q4
Verition Fund Management LLCTRIM36,00320,779-42.3%$888.5K2025-Q4
15 unique insiders with 50 transactions. Net insider value: -$7.9M ($0.00 bought, $7.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 11, 2026Beaver Stephen JSVP, General Counsel and CLOSELL20,000$86.25$1.7M
May 27, 2026SCHEIBLE DAVID WDirectorAWARD2,093——
May 27, 2026Britt DouglasDirectorAWARD2,093——
May 27, 2026BRYAN GLYNISDirectorAWARD2,093——
May 27, 2026SLESSOR MIKEDirectorAWARD2,093——
May 27, 2026De Greef-Safft AnneDirectorAWARD2,093——
May 27, 2026LAMNECK KENNETH TDirectorAWARD2,093——
May 27, 2026SWOBODA CHARLES MDirectorAWARD2,093——
May 27, 2026Wentworth Lynn ADirectorAWARD2,093——
May 26, 2026Moezidis DavidPresident and CEOSELL12,500$87.57$1.1M
May 19, 2026Turner Rhonda RSVP, Chief HR OfficerGIFT400——
May 13, 2026SCHEIBLE DAVID WDirectorSELL22,989$85.00$2.0M
May 12, 2026LAMNECK KENNETH TDirectorSELL24,263$81.49$2.0M
May 6, 2026Turner Rhonda RSVP, Chief HR OfficerSELL6,600$85.14$561.9K
Mar 31, 2026Moezidis DavidPresident and CEOAWARD13,379——
Mar 31, 2026Moezidis DavidPresident and CEOAWARD13,379——
Feb 25, 2026Turner Rhonda RSVP, Chief HR OfficerTAX W/H1,006$60.36$60.7K
Feb 25, 2026Beaver Stephen JSVP, General Counsel and CLOTAX W/H1,405$60.36$84.8K
Feb 25, 2026Benck JeffCEOTAX W/H7,756$60.36$468.2K
Feb 24, 2026Benck JeffCEOSELL9,066$60.40$547.6K
Feb 23, 2026Turner Rhonda RSVP, Chief HR OfficerTAX W/H2,531$57.80$146.3K
Feb 23, 2026Beaver Stephen JSVP, General Counsel and CLOTAX W/H3,942$57.80$227.8K
Feb 23, 2026Moezidis DavidPresidentTAX W/H3,062$57.80$177.0K
Feb 23, 2026Valkanoff DavidEVP, Chief Operating OfficerTAX W/H2,355$57.80$136.1K
Feb 23, 2026Benck JeffCEOTAX W/H18,464$57.80$1.1M
Feb 20, 2026Cummings David LeeSVP, Chief Commercial OfficerAWARD5,996——
Feb 20, 2026Turner Rhonda RSVP, Chief HR OfficerAWARD6,424——
Feb 20, 2026Valkanoff DavidEVP, Chief Operating OfficerAWARD11,991——
Feb 20, 2026Schumaker Bryan RobertEVP, Chief Financial OfficerAWARD12,847——
Feb 20, 2026Benck JeffCEOTAX W/H8,283$58.38$483.6K
Feb 20, 2026Cummings David LeeSVP, Chief Commercial OfficerAWARD5,996——
Feb 20, 2026Valkanoff DavidEVP, Chief Operating OfficerAWARD11,991——
Feb 20, 2026Valkanoff DavidEVP, Chief Operating OfficerAWARD11,991——
Feb 20, 2026Turner Rhonda RSVP, Chief HR OfficerAWARD6,424——
Feb 20, 2026Turner Rhonda RSVP, Chief HR OfficerAWARD6,424——
Feb 20, 2026Cummings David LeeSVP, Chief Commercial OfficerAWARD5,996——
Feb 20, 2026Cummings David LeeSVP, Chief Commercial OfficerAWARD5,996——
Feb 20, 2026Turner Rhonda RSVP, Chief HR OfficerAWARD6,424——
Feb 20, 2026Beaver Stephen JSVP, General Counsel and CLOAWARD10,278——
Feb 20, 2026Beaver Stephen JSVP, General Counsel and CLOAWARD10,278——
Feb 20, 2026Valkanoff DavidEVP, Chief Operating OfficerAWARD11,991——
Feb 20, 2026Schumaker Bryan RobertEVP, Chief Financial OfficerAWARD12,847——
Feb 20, 2026Moezidis DavidPresidentAWARD21,412——
Feb 20, 2026Moezidis DavidPresidentAWARD21,412——
Feb 20, 2026Schumaker Bryan RobertEVP, Chief Financial OfficerAWARD12,847——
Feb 20, 2026Schumaker Bryan RobertEVP, Chief Financial OfficerAWARD12,847——
Feb 20, 2026Beaver Stephen JSVP, General Counsel and CLOAWARD10,278——
Feb 20, 2026Beaver Stephen JSVP, General Counsel and CLOAWARD10,278——
Feb 13, 2026Benck JeffCEOSELL834$60.06$50.1K
Feb 12, 2026Benck JeffCEOSELL100$60.03$6.0K
6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 4.2/10.
NEUTRAL CLUSTER 4/10
Two directors at Benchmark Electronics sold a combined $3.93M in shares over three trading days. The
May 20, 2026
NEUTRAL CLUSTER 4/10
Two directors and an SVP of Benchmark Electronics sold shares totaling $4.5M in open-market transact
May 15, 2026
NEUTRAL CLUSTER 3/10
Two insiders at Benchmark Electronics sold a combined $2.54M in stock over a 7-day window, represent
May 12, 2026
BULLISH 8-K 8/10
Benchmark Electronics reported Q1 2026 revenue of $677M (7.1% YoY growth) and non-GAAP EPS of $0.58,
Apr 29, 2026
NEUTRAL DEFA14A 2/10
Benchmark Electronics Inc. (BHE) has filed a definitive proxy statement (DEFA14A) for an upcoming sh
Apr 17, 2026
NEUTRAL 8-K 4/10
Benchmark Electronics appointed David Moezidis as President and CEO effective March 31, 2026, and en
Feb 24, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (75% buy). Based on 8 analysts: 1 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$78.00 mean target -13.3% upside Sell (3.00)
$62.00 Low $92.00 High
MetricValue
Current Price$89.93
Target Low$62.00
Target Mean$78.00
Target Median$80.00
Target High$92.00
# Analysts3
RecommendationSell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.69 $0.68 $0.69 24.9% +15.7% 3↑ 0↓ $0.7B 12.1% 3
Next Q
2026-09-30
 $0.72 $0.71 $0.72 15.6% +8.0% 3↑ 0↓ $0.7B 9.3% 3
Current FY
2026-12-31
 $2.75 $2.74 $2.76 14.6% +8.0% 3↑ 0↓ $2.9B 9.3% 3
Next FY
2027-12-31
 $3.10 $3.06 $3.15 12.8% +8.5% 3↑ 0↓ $3.1B 6.5% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.687
7d ago$0.590+0.097
30d ago$0.593+0.093
60d ago$0.593+0.093
90d ago$0.583+0.103
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 Needham MAINTAIN Buy Buy
Feb 4, 2026 Needham MAINTAIN Buy Buy
Jan 23, 2026 Lake Street MAINTAIN Buy Buy
Jan 16, 2026 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261520075%
May 1, 20261520075%
Apr 1, 20261520075%
Mar 1, 20261520075%
Feb 1, 20261520075%
Jan 1, 20261520075%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
earnings_calendar
BHE Q1 2026 Earnings Scheduled — 2026-04-29
Mar 26, 2026
short_interest
FTD: BHE — 9,477 shares ($0.6M) failed to deliver
Settlement: 20260326, Price: $59.03, FTD Value: $559,427.31, BENCHMARK ELECTRONICS INC