Insider Trading February 26, 2026

Benchmark Electronics CEO Sells $547,586 in Stock as Shares Trade Near Yearly Peak

Jeff Benck trims position amid a rally and continued strong quarterly results; company readies leadership transition

By Leila Farooq BHE
Benchmark Electronics CEO Sells $547,586 in Stock as Shares Trade Near Yearly Peak
BHE

Benchmark Electronics CEO Jeff Benck disposed of 9,066 shares on February 24, 2026, generating $547,586. The transaction occurred while the stock was trading close to its 52-week high of $61.12, after a 52% rise over the past year. The company recently reported stronger-than-expected fourth-quarter 2025 results and announced a change in the chief executive role effective March 31, 2026.

Key Points

  • CEO Jeff Benck sold 9,066 shares on February 24, 2026, for $60.4 per share, totaling $547,586; he now directly owns 361,433 shares.
  • Benchmark reported Q4 2025 non-GAAP EPS of $0.71 versus $0.64 expected and revenues of $704 million versus $695 million expected; Needham raised its price target to $62 and kept a Buy rating.
  • InvestingPro classifies Benchmark as appearing overvalued relative to its Fair Value estimate and includes the company on its Most Overvalued list; the firm also offers 13 additional tips and analysis for BHE investors.

Jeff Benck, the chief executive officer of Benchmark Electronics, executed a sale of 9,066 shares of the company's common stock on February 24, 2026, at a price of $60.4 per share, producing proceeds of $547,586. The disposal took place as Benchmark's shares were trading near their 52-week high of $61.12, following a 52% gain over the last 12 months.

Following the transaction, Benck retains direct ownership of 361,433 shares of Benchmark Electronics. The company carries a market valuation of $2.11 billion and is trading at a price-to-earnings ratio of 85.11, reflecting a relatively high earnings multiple at current prices. Analysis from InvestingPro indicates that the stock appears overvalued versus its Fair Value estimate and lists Benchmark among companies on its Most Overvalued list. InvestingPro also offers 13 additional exclusive tips and comprehensive analysis for investors in the stock.

Benchmark reported fourth-quarter 2025 results that outperformed consensus estimates. On a non-GAAP basis the company posted earnings per share of $0.71, ahead of the forecast of $0.64. Revenue for the quarter was $704 million, exceeding the anticipated $695 million. Those results prompted Needham to raise its price target on Benchmark to $62 while maintaining a Buy rating, citing the companys better-than-expected performance.

In other corporate developments, Benchmark announced that David Moezidis will become the company's President and Chief Executive Officer effective March 31, 2026. Under the terms disclosed, Moezidis will receive an annual base salary of $900,000 and will be eligible for an annual target cash bonus equal to 115% of his base salary. The combination of a quarterly earnings beat and a formal leadership transition marks a notable period for the company as it enters the new executive regime.


The recent insider sale, elevated valuation metrics, earnings beat, and executive succession together outline the current state of Benchmark Electronics as it approaches a leadership change. Investors and analysts may weigh the insider transaction alongside the company's reported fundamentals and the valuation signals flagged by InvestingPro.

Risks

  • Valuation risk - The company trades at a high P/E of 85.11 and is identified by InvestingPro as appearing overvalued, which could affect investor sentiment and stock performance.
  • Leadership transition - The appointment of David Moezidis as President and CEO effective March 31, 2026, introduces uncertainty typical of executive changes that can influence strategic direction.
  • Insider selling - The CEO's sale of shares, occurring near the 52-week high, may be interpreted by some market participants as a reduction in insider exposure and could weigh on sentiment.

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