BENCHMARK ELECTRONICS, INC.
In the published model solve dated 2026-Q2, anchored at $72.64, BENCHMARK ELECTRONICS, INC. (BHE) is priced for today's economics sustained for ~6.1 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The balance sheet is the quiet strength: the 10-Q reports ⟦"Cash, cash equivalents and restricted cash totaled $325.2 million as of March 31, 2026"⟧ against an undrawn cushion in a $550.0 million revolving facility running to 2030, and the board raised the quarterly dividend to $0.17 a share in late 2025. • The price requires a margin this company has never sustained: roughly 5.3% at the operating line against about 3% today, which would put Benchmark ahead of every competitor in its own peer
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257 institutional managers reported holding BHE in 13F filings for the quarter ended 2026-03-31. 51 opened new positions that quarter. Held by BlackRock, Vanguard Group, Franklin Resources, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.5 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.
BHE's share count is about flat over the past five years ($57.03M of repurchases, offset by issuance). It pays a dividend, and has for 8 years running, raised 2 years straight; the current rate is $0.15 a share annually. Cash returned over the past three years: $66.16M in dividends and $37.75M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BHE over the trailing three years. Absence is a fact about the company, not a signal. 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.
BHE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +2.5% | -7.9% |
| 2023-11-03 | +3.7% | +8.9% |
| 2024-02-28 | +7.0% | +1.1% |
| 2024-05-04 | +18.4% | +6.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BHE's latest 8-K filings: 2026-09-08 (items 8.01, 9.01); 2026-07-29 (items 2.02, 9.01); 2026-06-08 (items 8.01, 9.01); 2026-05-29 (items 5.07); 2026-04-29 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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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.