Gentex

At the annual general meeting on May 21, 2026, Gentex approved a dividend of USD 0.48 per share for 2025, totaling USD 106.86 million, a decrease in total payout of 3.24% versus the prior year. Based on a closing price of USD 23.40, the dividend yield is 2.06% (prior year 1.67%). FactSet expects no change to the dividend; Gentex has a market capitalization of USD 4.899 billion, a P/E ratio of 13.37, 2025 revenue of USD 2.534 billion and earnings per share of USD 1.74. » Altro su finanzen.net

Bullish thesis: Gentex is a dominant supplier of automatic-dimming mirrors with ~90% OEM penetration and multi-year platform cycles, providing a resilient revenue base. The company is expanding content per vehicle by adding ADAS, cameras, displays and connectivity, supporting mid-30% gross margins and ~20% operating margins. Strong free cash flow ($450–500m annually) has funded over $1.5bn returned and buybacks, reducing share count; valuation at low-teens P/E is viewed as pricing in prolonged weakness. Analysts expect earnings normalization toward ~$2.00 per share in a base case and see upside to ~$37 per share if next-generation technologies gain faster adoption. » Altro su finance.yahoo.com

North Point Portfolio Managers fully liquidated its Gentex holding, selling 324,273 shares worth an estimated $7.52 million and reducing the stake to 0% of its 13F assets. The sale cut the quarter-end value by about $7.55 million and follows occasional smaller trims after Gentex's shares fell from prior highs. Gentex reported strong Q1 results and raised guidance, but still trades near a decade-low valuation of about 12 times forward earnings with a 2% yield, which may explain mixed investor reactions. » Altro su finance.yahoo.com