Upcoming Ex-Dividend Dates for STMicroelectronics, Amphenol, and Hillenbrand
Upcoming Ex-Dividend Dates: STMicroelectronics NV, Amphenol Corp., and Hillenbrand Inc. will trade ex-dividend on 12/16/25, with respective dividends of $0.09, $0.25, and $0.2275 scheduled for payment on 12/23/25, 1/7/26, and 12/31/25.
Expected Price Adjustments: Following the ex-dividend date, shares of STMicroelectronics NV, Amphenol Corp., and Hillenbrand Inc. are expected to open lower by approximately 0.34%, 0.18%, and 0.71%, respectively, based on their recent stock prices.
Dividend Yield Estimates: The estimated annualized dividend yields for the companies are 1.37% for STMicroelectronics NV, 0.72% for Amphenol Corp., and 2.86% for Hillenbrand Inc., reflecting their historical dividend stability.
Current Trading Performance: As of the latest trading session, STMicroelectronics NV shares are down about 0.2%, while Amphenol Corp. and Hillenbrand Inc. shares have seen slight increases of 0.3% and 0.1%, respectively.
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- Conference Timing and Participants: The Precious Metals & Critical Minerals Virtual Investor Conference took place from February 10 to 12, 2026, attracting individual and institutional investors, advisors, and analysts, which heightened market interest in this sector.
- Availability of Presentation Materials: Company presentation materials from the conference are now available for on-demand viewing for 90 days, providing investors with convenient access to critical information that enhances decision-making efficiency.
- One-on-One Meeting Arrangements: Selected companies are accepting one-on-one management meeting requests until February 25, offering investors direct communication opportunities with company leadership, thereby fostering interaction and trust between investors and companies.
- Advantages of Virtual Conferences: Virtual Investor Conferences provide a real-time interactive platform that enables companies to engage investors more efficiently, enhancing investor participation and information access, marking a new trend in investor relations management.
- Index Change: RingCentral (RNG) will be added to the S&P SmallCap 600 index prior to trading on February 12, 2026, replacing Hillenbrand (HI), which is expected to enhance RNG's market visibility and liquidity, potentially attracting more investor interest.
- Acquisition Deal: Hillenbrand is being acquired by an affiliate of Lone Star Funds in an all-cash transaction valued at approximately $32.00 per share, implying an enterprise value of about $3.8 billion, which will provide significant returns to Hillenbrand's shareholders and may impact its future market positioning.
- Product Outlook: RingCentral shows promise with new product launches and is willing to invest at low price points, indicating confidence in future growth, which may attract value-seeking investors.
- Operating Leverage Effect: The operating leverage effect at RingCentral remains in play, suggesting potential for improved efficiency and profitability, which could further enhance financial performance and strengthen market competitiveness.
- Index Change: RingCentral (RNG) will be added to the S&P SmallCap 600 Index effective February 12, 2026, replacing Hillenbrand (HI), which is expected to enhance RingCentral's visibility and market recognition among investors.
- Acquisition Impact: Lone Star Funds is acquiring Hillenbrand, with the deal expected to close soon, which may affect Hillenbrand's market performance and its position within the small-cap index.
- Market Reaction: This change could prompt investors to reassess RingCentral, particularly in the information technology sector, likely attracting more capital inflows into the stock and further driving its price upward.
- Importance of S&P Index: S&P Dow Jones Indices is the largest index provider globally, and RingCentral's inclusion will increase its visibility among global investors, enhancing its competitive position in the market.
- Index Change: RingCentral will replace Hillenbrand in the S&P SmallCap 600 effective February 12, 2026, which is expected to enhance RingCentral's market visibility and potentially attract more investor interest.
- Acquisition Context: Lone Star Funds is acquiring Hillenbrand, with the deal expected to close soon, which may impact Hillenbrand's stock performance and market positioning.
- Industry Impact: The addition of RingCentral will further strengthen the representation of the information technology sector within the small-cap index, reflecting ongoing market interest and investment enthusiasm for technology companies.
- Investor Confidence: As the largest global index provider, changes by S&P Dow Jones Indices typically influence investor asset allocation strategies, and RingCentral's inclusion may enhance its trust and appeal among investors.
- Complete Liquidation: On February 3, 2026, Bernzott Capital sold 389,330 shares of Hillenbrand, with an estimated transaction value of $10.53 million, reflecting the fund's rapid response to market conditions.
- Asset Value Decline: This transaction resulted in a $10.53 million decrease in the quarter-end position value, showcasing the dual impact of trading activity and share price movement, marking a significant reduction in the company's importance within the fund's asset management.
- Full Exit: Following this trade, Bernzott Capital held zero shares in Hillenbrand, which previously accounted for 5.0% of the fund's assets under management, indicating a complete abandonment of this investment.
- Acquisition Context: The announcement of Hillenbrand's acquisition by Lone Star Funds at $32 per share prompted Bernzott Capital to divest its holdings, as the acquisition premium of approximately 30% significantly diminished the strategic rationale for continuing to hold the stock.
- Complete Exit: On February 3, 2026, Bernzott Capital Advisors fully liquidated its position in Hillenbrand by selling 389,330 shares for an estimated $10.53 million, reflecting a cautious stance towards the company's market outlook.
- Market Value Impact: The transaction resulted in a $10.53 million decline in Hillenbrand's quarter-end value, indicating investor sentiment deterioration following the acquisition announcement and the stock's price movements.
- Acquisition Context: Hillenbrand announced in October 2025 that it would be acquired by Lone Star Funds for $32 per share in cash, representing a 30% premium, but with the stock trading close to the buyout price, Bernzott opted to exit to pursue better investment opportunities.
- Poor Market Performance: Hillenbrand's stock has declined between 20% to 39% year-to-date in 2025, underperforming the S&P 500 by 21.6 percentage points, prompting investors to reassess their holdings to optimize asset allocation.










