Krane Funds Advisors LLC Raises Position in Amphenol Corporation $APH

Krane Funds Advisors LLC boosted its position in Amphenol Corporation (NYSE:APH) by 431.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,494 shares of the electronics maker’s stock after purchasing an additional 13,389 shares during the period. Krane Funds Advisors LLC’s holdings in Amphenol were worth $2,065,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Geode Capital Management LLC raised its stake in Amphenol by 8.4% in the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock valued at $2,804,338,000 after acquiring an additional 2,217,079 shares during the period. Norges Bank purchased a new position in shares of Amphenol in the second quarter worth about $2,104,244,000. Franklin Resources Inc. increased its stake in shares of Amphenol by 13.4% in the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after purchasing an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of Amphenol by 1.9% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock valued at $699,998,000 after buying an additional 133,966 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its stake in shares of Amphenol by 2.6% during the 3rd quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock valued at $746,728,000 after buying an additional 150,407 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The disclosure for this sale is available in the SEC filing. 1.67% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

APH has been the subject of a number of recent research reports. UBS Group reiterated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 price objective on shares of Amphenol in a report on Thursday, January 15th. Evercore reaffirmed an “outperform” rating and set a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. Finally, Barclays reiterated an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Trading Down 2.4%

Shares of Amphenol stock opened at $147.49 on Tuesday. The company has a 50 day simple moving average of $143.31 and a two-hundred day simple moving average of $132.05. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The firm has a market cap of $181.29 billion, a PE ratio of 44.16, a PEG ratio of 1.60 and a beta of 1.20. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the firm earned $0.55 earnings per share. The firm’s revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s payout ratio is presently 29.94%.

Amphenol Profile

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.