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Brian Lieser, Executive Vice President of Automation Solutions at Belden Inc . (NYSE:BDC), a $4.2 billion market cap company with notably low price volatility according to InvestingPro, executed a sale of 3,318 shares of the company’s common stock on March 7, 2025. The shares were sold at an average price of $104.16, totaling approximately $345,602. Following this transaction, Lieser holds 38,176 shares directly. With analysts setting price targets between $130-145, suggesting potential upside, and the company maintaining a FAIR financial health score, this insider transaction draws particular attention.
This sale was conducted under a pre-established Rule 10b5-1 trading plan, which Lieser had adopted on November 7, 2024. Additionally, Lieser maintains an indirect holding of 379.2634 shares through the Belden Retirement Savings Plan. For deeper insights into BDC’s valuation and comprehensive analysis, including 7 additional ProTips, check out the detailed Pro Research Report available on InvestingPro.
In other recent news, Belden Inc. reported strong financial results for the fourth quarter of 2024, with earnings per share (EPS) of $1.92, surpassing the forecast of $1.68. The company’s revenue for the quarter reached $666 million, exceeding expectations of $653.87 million, marking a 21% increase year-over-year. Despite these positive results, the stock experienced a decline, possibly reflecting investor concerns about future guidance or broader market conditions. Looking ahead, Belden has provided guidance for the first quarter of 2025, projecting revenue between $595 million and $620 million, with an adjusted EPS range of $1.43 to $1.53.
In other developments, Benchmark analysts maintained their Buy rating for Belden with a price target of $130, highlighting the company’s continued improvement in key growth areas. They noted steady demand and positive order trends, though they acknowledged a cautious outlook for the first quarter due to potential trade policy uncertainties. The analysts expressed confidence in Belden’s strategic shift and its alignment with secular trends, which are expected to benefit from a stronger domestic manufacturing sector. They also anticipate Belden’s operating leverage to increase, suggesting potential improvements in the company’s fundamentals.
Belden’s management remains optimistic about achieving an $8 EPS target for 2025, contingent on improved business conditions. The company has emphasized its strong position entering 2025, supported by its solutions transformation and strategic initiatives in networking and data solutions. However, they have acknowledged challenges such as currency headwinds and potential supply chain disruptions that could impact future earnings. Despite these challenges, Belden continues to focus on expanding its solutions offerings and enhancing shareholder returns through strategic acquisitions and stock buybacks.
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