Mitsubishi UFJ Trust & Banking Corp Takes $848,000 Position in Gentex Corporation $GNTX

Mitsubishi UFJ Trust & Banking Corp acquired a new stake in shares of Gentex Corporation (NASDAQ:GNTX) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 29,966 shares of the auto parts company’s stock, valued at approximately $848,000.

A number of other hedge funds have also bought and sold shares of GNTX. Addison Advisors LLC bought a new position in Gentex during the 2nd quarter valued at about $25,000. Grey Fox Wealth Advisors LLC purchased a new stake in shares of Gentex in the third quarter valued at approximately $65,000. Steph & Co. lifted its holdings in shares of Gentex by 30.5% in the 3rd quarter. Steph & Co. now owns 2,684 shares of the auto parts company’s stock worth $76,000 after buying an additional 627 shares during the period. Bayforest Capital Ltd purchased a new stake in Gentex in the second quarter worth about $81,000. Finally, EverSource Wealth Advisors LLC lifted its position in shares of Gentex by 2,038.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,512 shares of the auto parts company’s stock worth $99,000 after purchasing an additional 4,301 shares during the period. Institutional investors own 86.76% of the company’s stock.

Gentex Price Performance

Shares of NASDAQ:GNTX opened at $23.01 on Friday. Gentex Corporation has a 1 year low of $20.28 and a 1 year high of $29.38. The firm has a market capitalization of $5.04 billion, a PE ratio of 13.54 and a beta of 0.78. The business’s 50 day moving average price is $23.54 and its 200-day moving average price is $25.27.

Gentex (NASDAQ:GNTX) last posted its quarterly earnings results on Friday, January 30th. The auto parts company reported $0.43 EPS for the quarter, meeting the consensus estimate of $0.43. Gentex had a return on equity of 15.86% and a net margin of 15.61%.The firm had revenue of $644.40 million during the quarter, compared to analysts’ expectations of $650.90 million. During the same quarter last year, the firm earned $0.39 earnings per share. The business’s revenue for the quarter was up 19.0% on a year-over-year basis. As a group, analysts expect that Gentex Corporation will post 2.04 earnings per share for the current year.

Gentex Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Wednesday, January 7th were paid a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Wednesday, January 7th. Gentex’s payout ratio is 28.24%.

Wall Street Analyst Weigh In

GNTX has been the subject of a number of analyst reports. The Goldman Sachs Group set a $27.00 price objective on Gentex and gave the stock a “neutral” rating in a research note on Monday, October 27th. JPMorgan Chase & Co. raised their price target on shares of Gentex from $30.00 to $32.00 and gave the stock a “neutral” rating in a report on Monday, October 20th. UBS Group restated a “neutral” rating and issued a $29.00 price objective (up from $28.00) on shares of Gentex in a research note on Monday, October 6th. Robert W. Baird set a $26.00 target price on shares of Gentex in a report on Wednesday, January 14th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Gentex in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Gentex has a consensus rating of “Hold” and a consensus target price of $27.86.

Key Headlines Impacting Gentex

Here are the key news stories impacting Gentex this week:

• Positive Sentiment: Gross margins and profitability improved — consolidated gross margin rose to 34.8% (core Gentex 35.5%), and Q4 GAAP EPS of $0.43 matched street estimates while showing year-over-year improvement. These margin gains reflect cost control and favorable product mix. Company Press Release
• Positive Sentiment: VOXX acquisition provided a material revenue lift (≈$103.4M in Q4) and Gentex returned $425.9M to shareholders in 2025 via buybacks/dividends, supporting per‑share metrics and capital allocation. QuiverQuant Summary
• Neutral Sentiment: Management held a conference call / transcript is available — useful for hearing color on integration, tariff exposure and product roadmap (DMS, FDM, premium audio). Investors should review the call for order trends and cadence of VOXX synergies. Earnings Call Transcript
• Neutral Sentiment: FY2026 consolidated revenue guidance: $2.60B–$2.70B (company midpoint is roughly in line with, but slightly below, some street estimates). Company also provided targets for gross margin (34%–35%), OpEx ($410M–$420M) and capex ($125M–$140M). These details set expectations but leave limited upside unless demand or China exposure improves. Guidance in Press Release
• Negative Sentiment: Revenue missed Q4 estimates: $644.4M reported vs. ~$650.9M consensus — core Gentex sales were essentially flat (≈$541M) and light‑vehicle production weakness plus China tariffs pressured top-line growth. That miss and tariff uncertainty are key reasons for the weakness. Zacks Analysis
• Negative Sentiment: Tariffs and China exposure remain headline risk — Benzinga highlights investor concern that tariff-related export constraints to China and counter‑tariffs are depressing core revenue and could limit upside until resolution or diversification improves. Benzinga: China Tariffs

Gentex Profile

Gentex Corporation (NASDAQ: GNTX) is a global technology company specializing in the design and manufacture of automotive and aerospace products. The company’s primary business centers on automatic-dimming rearview mirrors, advanced driver-assistance systems (ADAS), and camera-based driver monitoring technologies. In the automotive sector, Gentex supplies exterior and interior mirrors with integrated electronics, connectivity features, and safety capabilities to many of the world’s leading original equipment manufacturers (OEMs).