CTS CORPORATION
In the published model solve dated 2026-Q2, anchored at $56.57, CTS CORPORATION (CTS) is priced for +16.8% growth. 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.
• Sensors, connectors and actuators sold into four end markets, with Transportation at 43% of revenue and Industrial, Medical and Aerospace & Defense together making up the rest. • Trailing operating margin of about 15.1% sits near the top of its component-maker cohort, well clear of VSH at 2.4% and DIOD at 3.5%, but 43% of the revenue base is tied to vehicle production and the component tariffs that come with it. • Second-quarter results are due July 28, 2026, the first report under a chief exe
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232 institutional managers reported holding CTS in 13F filings for the quarter ended 2026-03-31. Together they hold about 95% of the company; the top 10 hold 59%. 42 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 621k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2 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.
CTS has cut its share count 11.4% over the past five years, spending $179.81M on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting); the current rate is $0.16 a share annually. Cash returned over the past three years: $13.29M in dividends and $132.01M 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 CTS over the trailing three years. Absence is a fact about the company, not a signal. 13 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.
CTS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-26 | +1.0% | -4.5% |
| 2023-10-27 | -4.2% | +19.2% |
| 2024-02-24 | +7.1% | +2.5% |
| 2024-05-02 | +6.0% | +2.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CTS's latest 8-K filings: 2026-07-28 (items 7.01, 9.01); 2026-07-28 (items 2.02, 7.01, 9.01); 2026-06-25 (items 5.02); 2026-05-19 (items 5.07); 2026-04-29 (items 7.01, 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.