Teacher Retirement System of Texas Sells 4,086 Shares of Amphenol Corporation $APH

Teacher Retirement System of Texas trimmed its position in Amphenol Corporation (NYSE:APH) by 0.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 647,891 shares of the electronics maker’s stock after selling 4,086 shares during the period. Teacher Retirement System of Texas’ holdings in Amphenol were worth $87,556,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of APH. Capital International Investors boosted its holdings in Amphenol by 446.9% in the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Capital Research Global Investors boosted its holdings in Amphenol by 106.9% in the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after purchasing an additional 8,021,284 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in Amphenol by 693.9% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after buying an additional 6,362,533 shares in the last quarter. Lone Pine Capital LLC purchased a new position in Amphenol in the 3rd quarter worth approximately $374,125,000. Finally, Jennison Associates LLC purchased a new position in Amphenol in the 3rd quarter worth approximately $287,947,000. 97.01% of the stock is owned by institutional investors.

Amphenol Trading Down 2.4%

Shares of APH opened at $148.25 on Thursday. The firm has a market cap of $182.27 billion, a price-to-earnings ratio of 44.39, a PEG ratio of 1.58 and a beta of 1.25. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. Amphenol Corporation has a fifty-two week low of $70.83 and a fifty-two week high of $167.04. The firm has a 50 day moving average price of $138.03 and a 200-day moving average price of $138.01.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s quarterly revenue was up 49.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts forecast that Amphenol Corporation will post 4.34 earnings per share for the current year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd were issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

Insider Buying and Selling 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. Insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on APH. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Truist Financial set a $182.00 price target on shares of Amphenol in a research note on Tuesday, January 13th. Wall Street Zen raised shares of Amphenol from a “hold” rating to a “buy” rating in a research note on Saturday, April 11th. Jefferies Financial Group began coverage on shares of Amphenol in a research note on Tuesday, March 31st. They issued a “buy” rating and a $145.00 price target for the company. Finally, UBS Group set a $170.00 price target on shares of Amphenol and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Twelve research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $151.93.

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.