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BDC

BELDEN INC.

At today's price, BELDEN INC. (BDC) is priced for +13.2% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+13.2% growth
Priced In
within-range

Key Takeaways

• Belden is mid-transition from a components maker to a networking-solutions provider, with Solutions now 15% of revenue and a stated target above 20% by 2028, and it has agreed to buy Ruckus Networks for about $1.85 billion in cash to accelerate that shift [Source: Belden Q1 2026 earnings release]. • The Ruckus deal is the swing factor for the balance sheet: at $1.85 billion against roughly $1.0 billion of existing net debt, it materially raises leverage on a business with real industrial cycli

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Institutional ownership

369 institutional managers reported holding BDC in 13F filings for the quarter ended 2026-03-31. 60 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 2.8M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (4.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

BDC has cut its share count 13.3% over the past five years, spending $550.00M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $0.20 a share annually. Cash returned over the past three years: $22.34M in dividends and $463.80M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at BDC over the trailing three years: 2023: 1 buy totaling $100k. 18 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

BDC's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-04-7.2%+8.1%
2023-11-03-9.4%+13.7%
2024-02-14+11.7%-2.5%
2024-05-03+8.5%+3.0%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

BDC's latest 8-K filings: 2026-07-01 (items 1.01, 2.01, 2.03, 9.01); 2026-05-26 (items 5.07); 2026-04-30 (items 2.02, 9.01); 2026-04-30 (items 1.01, 8.01, 9.01); 2026-02-12 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.