Belden (BDC)

• Market cap: $3.67B
• 1 day: -1.93%
• 5 days: -4.07%
• 1 month: -9.42%
• 3 months: -23.61%
• 6 months: -21.78%
• Year to date: -18.54%
• 1 year: 10.60%
• 5 years: 212.58%
• 10 years: -2.60%
• Sector: Technology
• Industry: Communication Equipment

About: Belden Inc provides signal transmission products to distributors, end-users, installers, and original equipment manufacturers. The firm operates in two segments - Smart Infrastructure Solutions and Automation Solutions. Smart Infrastructure Solutions segment is a provider in network infrastructure and broadband solutions, as well as cabling and connectivity solutions for commercial audio/video and security applications. Automation Solutions segment provides network infrastructure and digitization solutions to enable customers to make data-based business decisions. It operates in Americas, EMEA and APAC, out of which maximum revenue from Americas.

Employees: 7,500

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

133% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $1.55M

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

10% more funds holding

Funds holding: 305 [Q3] → 336 (+31) [Q4]

1.07% more ownership

Funds ownership: 100.41% [Q3] → 101.48% (+1.07%) [Q4]

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 119

4% less capital invested

Capital invested by funds: $4.79B [Q3] → $4.61B (-$180M) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $120 30% upside
• Avg. target: $128 39% upside
• High target: $145 57% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Benchmark David Williams 20% 1-year accuracy 13 / 65 met price target	30% upside $120	Buy Maintained	21 Apr 2025
Goldman Sachs Mark Delaney 35% 1-year accuracy 13 / 37 met price target	30% upside $120	Buy Maintained	10 Apr 2025
Loop Capital Chris Dankert 17% 1-year accuracy 3 / 18 met price target	57% upside $145	Buy Maintained	11 Feb 2025