Benchmark Electronics Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:BHE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Aug 24	SellUS$302,017	Jeffrey McCreary	Individual	7,073	US$42.70
08 May 24	SellUS$394,900	Jeffrey McCreary	Individual	10,000	US$39.49
07 May 24	SellUS$30,052	Arvind Kamal	Individual	783	US$38.38
07 May 24	SellUS$263,422	Jan Janick	Individual	6,777	US$38.87
15 Feb 24	SellUS$242,356	Rhonda Buseman	Individual	8,000	US$30.31
05 Feb 24	SellUS$366,960	Jan Janick	Individual	12,232	US$30.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BHE?
Owner Type	Number of Shares	Ownership Percentage
State or Government	21,492	0.0583%
Individual Insiders	851,546	2.31%
Institutions	35,981,374	97.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 81.63% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.9%	BlackRock, Inc.	6,442,689	US$301.8m	0.52%	no data
13.9%	The Vanguard Group, Inc.	5,003,928	US$234.4m	0.36%	no data
8.1%	Dimensional Fund Advisors LP	2,916,268	US$136.6m	-3.2%	0.02%
5.4%	Pacer Advisors, Inc.	1,944,347	US$91.1m	8.95%	0.2%
4.99%	Franklin Resources, Inc.	1,796,078	US$84.1m	2.11%	0.03%
3.9%	State Street Global Advisors, Inc.	1,402,104	US$65.7m	-0.02%	no data
2.74%	American Century Investment Management Inc	986,290	US$46.2m	60.4%	0.02%
2.34%	Geode Capital Management, LLC	841,602	US$39.4m	2.6%	no data
2.32%	Charles Schwab Investment Management, Inc.	833,399	US$39.0m	-4.59%	0.01%
2.28%	Wasatch Advisors LP	820,493	US$38.4m	19.5%	0.13%
1.89%	Invesco Ltd.	680,420	US$31.9m	-0.27%	0.01%
1.74%	Invesco Capital Management LLC	624,547	US$29.3m	9.97%	0.01%
1.72%	Aristotle Capital Boston, LLC	617,374	US$28.9m	-1.84%	0.93%
1.6%	Tributary Capital Management, LLC	576,129	US$27.0m	-10.8%	2.05%
1.37%	JP Morgan Asset Management	494,555	US$23.2m	2.85%	no data
1.34%	Bridgeway Capital Management, LLC	480,873	US$22.5m	27.4%	0.35%
1.26%	BNY Asset Management	452,265	US$21.2m	-5.99%	no data
1.19%	Wellington Management Group LLP	428,181	US$20.1m	34.5%	no data
1.08%	Northern Trust Global Investments	387,163	US$18.1m	3.57%	no data
0.94%	Goldman Sachs Group, Investment Banking and Securities Investments	337,232	US$15.8m	54.5%	0.01%
0.81%	First Eagle Investment Management, LLC	290,679	US$13.6m	4.72%	0.02%
0.75%	Pacific Investment Management Company LLC	268,800	US$12.6m	-0.23%	0.04%
0.74%	Qube Research & Technologies Ltd	265,372	US$12.4m	21.7%	0.02%
0.71%	Morgan Stanley, Investment Banking and Brokerage Investments	253,786	US$11.9m	-33.9%	no data
0.67%	Jeffrey Benck	239,464	US$11.2m	-9.11%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 08:42
End of Day Share Price	2024/12/24 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Benchmark Electronics, Inc. is covered by 13 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Wamsi Mohan	BofA Global Research
Michael Morris	Citigroup Inc
William Stein	Credit Suisse