Belden's 3.6% Jump: Can It Continue?

Belden shares rallied 3.6% to close at $130.81, with notable volume and a top-line beat in Q1 2025. The company reported a 16.6% YoY revenue increase to $625 million and adjusted earnings of $1.60 per share, beating the Zacks Consensus Estimate. Empirical research shows a strong correlation between earnings estimate revisions and near-term stock price movements. The stock currently carries a Zacks Rank #3 (Hold).

Belden Inc. (NYSE: BDC) shares rallied 3.6% to close at $130.81 on July 2, 2025, following a notable top-line beat in the first quarter of 2025. The company reported a 16.6% year-over-year (YoY) increase in revenue to $625 million and adjusted earnings of $1.60 per share, exceeding the Zacks Consensus Estimate of $1.48 per share [1].

The stock's performance reflects a strong correlation between earnings estimate revisions and near-term stock price movements, as indicated by empirical research [2]. Belden Inc. currently carries a Zacks Rank #3 (Hold), suggesting a cautious approach from analysts.

Institutional investors have shown interest in Belden Inc. Schechter Investment Advisors LLC reduced its stake in the company by 14.7% during the first quarter, while other institutional investors, such as Aster Capital Management DIFC Ltd, Opal Wealth Advisors LLC, Quarry LP, GAMMA Investing LLC, and Public Employees Retirement System of Ohio, have added to or maintained their positions [2].

Belden Inc. has a market capitalization of $4.85 billion, a price-to-earnings ratio of 23.68, and a beta of 1.24. The company's debt-to-equity ratio is 0.96, and it has a quick ratio of 1.29 and a current ratio of 1.93. The company's 50-day simple moving average is $111.96, and the 200-day simple moving average is $108.78 [1].

Analysts have provided mixed ratings for Belden Inc. Goldman Sachs Group lowered their price objective on shares of Belden from $139.00 to $120.00 and set a "buy" rating on the stock. Wall Street Zen lowered shares of Belden from a "strong-buy" rating to a "buy" rating, while Benchmark boosted their price objective on shares of Belden from $120.00 to $130.00 and gave the stock a "buy" rating [1].

Belden Inc. designs, manufactures, and markets a portfolio of signal transmission solutions for mission-critical applications. The company operates in two segments: Enterprise Solutions and Industrial Automation Solutions [1].

References:
[1] https://www.investors.com/ibd-data-stories/belden-clears-key-benchmark-hitting-80-plus-rs-rating/
[2] https://www.marketbeat.com/instant-alerts/filing-schechter-investment-advisors-llc-sells-2870-shares-of-belden-inc-nysebdc-2025-07-14/