Benchmark Electronics Inc (BHE) — Smart Money Tracker (13F, Q2 2026)

BHE ranks #1882 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

335 institutions disclose a position in BHE, but none treat it as a major bet — even Tributary Capital Management, LLC, its most concentrated holder, allocates just 2.8% of its own portfolio to it.

Essential Partners LLC has added to its BHE position for two straight quarters, increasing it by $11.1K to reach $12.9K today.

BHE is down 3.6% today, but institutions show net buying of $454.6M this quarter — a divergence between today's price move and the underlying institutional flow.

BHE posted net income of $53.1M over the trailing twelve months, and currently trades at a P/E of 48.2.

• Profitable — net income of $53.1M over the trailing twelve months
• Revenue grew 8.2% year over year
• Net income improved year over year, from $36.2M to $53.1M
• Generated $124.0M in positive operating cash flow
• Current ratio of 2.28x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.88x equity — within a conventional range