Ophir Asset Management acquired 197,012 shares in Standex International Corporation during the first quarter; the trade was estimated at $49.44 million based on quarterly average prices.
Meanwhile, the quarter-end position value rose by $50.21 million, reflecting valuation changes including stock price movements.
The new position represents 5.85% of fund AUM.
Ophir Asset Management Pty Ltd initiated a new position in Standex International Corporation (NYSE:SXI) during the first quarter, acquiring 197,012 shares in a trade estimated at $49.44 million based on quarterly average pricing, according to a May 15, 2026, SEC filing.
Ophir Asset Management Pty Ltd disclosed a new stake in Standex International Corporation, purchasing 197,012 shares during the first quarter of 2026, according to its SEC filing dated May 15, 2026. The estimated transaction value was $49.44 million, based on the average share price over the quarter. The position’s quarter-end value reached $50.21 million, which includes the impact of share price appreciation.
| Metric | Value |
|---|---|
| Market Capitalization | $3 billion |
| Revenue (TTM) | $885.4 million |
| Net Income (TTM) | $99.1 million |
| Price (as of market close 2026-05-14) | $259.19 |
Standex International Corporation is a diversified industrial manufacturer with a global footprint and a focus on engineered solutions. The company’s multi-segment strategy enables it to serve a broad range of end markets, providing resilience and growth opportunities. Standex’s expertise in custom manufacturing and value-added engineering supports its competitive position in specialized industrial niches.
Standex stock has had a huge run, climbing roughly 60% over the past year. But this move from Ophir and the company’s latest quarter suggest the firm still has momentum behind it. Fiscal third-quarter sales rose 8.1% year over year to $224.6 million, while adjusted operating income climbed 9.5% and adjusted EPS increased 13.5% to $2.21. The company also said sales tied to “fast growth markets” now account for more than 30% of total revenue and are expected to reach roughly $270 million this fiscal year.
One of the biggest bright spots was aerospace and defense, where revenue jumped nearly 34%, thanks in part to demand tied to space projects. Management also reduced leverage to 1.9 times EBITDA after divesting a non-core business. With shares trading near all-time highs, the key question going forward is whether Standex can keep compounding while growing profits. By making it one of its biggest portfolio bets, Ophir seems to think it can.
Before you buy stock in Standex International, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Standex International wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $483,476!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,362,941!*
Now, it’s worth noting Stock Advisor’s total average return is 998% — a market-crushing outperformance compared to 207% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 19, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
—
Blog powered by G6
Disclaimer! A guest author has made this post. G6 has not checked the post. its content and attachments and under no circumstances will G6 be held responsible or liable in any way for any claims, damages, losses, expenses, costs or liabilities whatsoever (including, without limitation, any direct or indirect damages for loss of profits, business interruption or loss of information) resulting or arising directly or indirectly from your use of or inability to use this website or any websites linked to it, or from your reliance on the information and material on this website, even if the G6 has been advised of the possibility of such damages in advance.
For any inquiries, please contact [email protected]
