Belden Inc. (NYSE: BDC) reported record third-quarter 2026 revenue of $966 million, up 38% from a year earlier, while posting a GAAP net loss of $11.4 million, or $0.29 per diluted share, for the quarter ended September 27.
The company also announced an agreement to supply $100 million of fiber solutions to a major U.S. data center customer in 2027. Quarterly orders reached a record $1.017 billion, up 46% year over year.
- GAAP revenue was $965.954 million, compared with $698.221 million a year earlier.
- GAAP net loss was $11.351 million, compared with net income of $56.690 million a year earlier.
- GAAP diluted loss per share was $0.29, versus diluted EPS of $1.41 in the prior-year quarter.
- Orders totaled $1.017 billion, with a book-to-bill ratio of 1.05x.
- Fourth-quarter guidance calls for revenue of $960 million to $980 million and GAAP EPS of $0.24 to $0.39.
$BDC Insider Trading Activity
$BDC insiders have traded $BDC stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BDC stock by insiders over the last 6 months:
- GUARANTY LTD ASSURED purchased 242,718 shares for an estimated $6,000,000
- BRIAN LIESER (EVP - Chief Comm. Officer) sold 1,900 shares for an estimated $217,341
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$BDC Hedge Fund Activity
We have seen 178 institutional investors add shares of $BDC stock to their portfolio, and 187 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 499,429 shares (+inf%) to their portfolio in Q2 2026, for an estimated $59,886,531
- MARSHALL WACE, LLP added 416,187 shares (+4344.3%) to their portfolio in Q2 2026, for an estimated $49,904,983
- NOMURA HOLDINGS INC added 313,834 shares (+inf%) to their portfolio in Q2 2026, for an estimated $37,631,834
- SOUTHERNSUN ASSET MANAGEMENT, LLC removed 258,377 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $30,981,986
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 255,917 shares (+140.8%) to their portfolio in Q2 2026, for an estimated $30,687,007
- BLACKROCK, INC. added 223,785 shares (+4.6%) to their portfolio in Q2 2026, for an estimated $26,834,059
- FRONTIER CAPITAL MANAGEMENT CO LLC removed 214,842 shares (-47.2%) from their portfolio in Q2 2026, for an estimated $25,761,704
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
