AMETEK, Inc. $AME Stock Position Raised by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lifted its position in AMETEK, Inc. (NYSE:AME) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 97,449 shares of the technology company’s stock after buying an additional 3,172 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in AMETEK were worth $20,007,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in AME. Sivia Capital Partners LLC acquired a new position in shares of AMETEK during the 2nd quarter worth $295,000. Baird Financial Group Inc. lifted its stake in shares of AMETEK by 16.1% in the 2nd quarter. Baird Financial Group Inc. now owns 16,784 shares of the technology company’s stock valued at $3,037,000 after purchasing an additional 2,323 shares during the last quarter. NewEdge Advisors LLC boosted its holdings in AMETEK by 65.0% in the second quarter. NewEdge Advisors LLC now owns 3,946 shares of the technology company’s stock worth $714,000 after purchasing an additional 1,555 shares in the last quarter. Sei Investments Co. increased its position in AMETEK by 38.2% during the second quarter. Sei Investments Co. now owns 223,227 shares of the technology company’s stock worth $40,392,000 after buying an additional 61,672 shares during the last quarter. Finally, Squarepoint Ops LLC increased its position in AMETEK by 105.3% during the second quarter. Squarepoint Ops LLC now owns 158,274 shares of the technology company’s stock worth $28,641,000 after buying an additional 81,178 shares during the last quarter. Institutional investors own 87.43% of the company’s stock.

AMETEK Price Performance

NYSE AME opened at $236.11 on Friday. The stock has a market capitalization of $54.09 billion, a PE ratio of 36.89, a P/E/G ratio of 3.27 and a beta of 1.04. The stock has a 50-day simple moving average of $225.56 and a 200 day simple moving average of $212.81. The company has a debt-to-equity ratio of 0.10, a quick ratio of 0.67 and a current ratio of 1.06. AMETEK, Inc. has a twelve month low of $163.20 and a twelve month high of $242.05.

AMETEK (NYSE:AME) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.97 EPS for the quarter, topping the consensus estimate of $1.90 by $0.07. AMETEK had a return on equity of 16.55% and a net margin of 20.00%.The company had revenue of $1.93 billion for the quarter, compared to the consensus estimate of $1.91 billion. During the same period in the previous year, the business posted $1.75 EPS. The company’s revenue for the quarter was up 11.3% on a year-over-year basis. AMETEK has set its FY 2026 guidance at 7.940-8.140 EPS and its Q2 2026 guidance at 1.960-2.000 EPS. Research analysts anticipate that AMETEK, Inc. will post 8.04 EPS for the current year.

AMETEK Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 16th were issued a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Monday, March 16th. This is a positive change from AMETEK’s previous quarterly dividend of $0.31. AMETEK’s payout ratio is presently 21.25%.

Key Stories Impacting AMETEK

Here are the key news stories impacting AMETEK this week:

• Positive Sentiment: Q1 results beat expectations: AMETEK reported $1.97 EPS vs. consensus ~ $1.90–$1.91 and revenue of $1.93B (up ~11% YoY), with strong margins and ROE — investors view this as confirmation of durable end‑market demand and execution. Ametek (AME) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Company announced acquisition of First Aviation Services — a specialist in defense/aviation MRO and proprietary components — which broadens AMETEK’s mission‑critical services exposure and can add higher-margin recurring revenue. AMETEK Announces Agreement to Acquire First Aviation Services
• Positive Sentiment: Company press release calls the quarter “record” and says it raised full‑year guidance — a positive signal about management’s outlook and cash‑flow/earnings trajectory. AMETEK Announces Record First Quarter 2026 Results and Raises Full Year Guidance
• Neutral Sentiment: Management issued Q2 EPS guidance of $1.96–$2.00 and FY 2026 EPS guidance of $7.94–$8.14; the range broadly brackets analyst estimates but contains some dispersion — worth watching how guidance compares to upcoming analyst revisions.
• Neutral Sentiment: Analyst/industry commentary highlights AMETEK as a beneficiary of resilient demand for electronics-testing and industrial instruments, a tailwind that supports medium‑term growth expectations. 2 Electronics-Testing Stocks to Watch
• Neutral Sentiment: Seeking Alpha transcript and presentation from the earnings call are available for details on segment-level performance and margin drivers — useful for investors modeling forward earnings. Q1 2026 Earnings Call Transcript Q1 Presentation
• Negative Sentiment: Some media reports indicate AMETEK is in talks for larger, multibillion-dollar acquisitions; while strategic, large deals can pressure short‑term leverage or dilute near‑term returns and may introduce execution risk. Main Line company explores multibillion-dollar acquisition

Insider Activity

In other news, Director Thomas A. Amato sold 530 shares of the company’s stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $216.78, for a total transaction of $114,893.40. Following the completion of the transaction, the director owned 4,480 shares of the company’s stock, valued at approximately $971,174.40. This represents a 10.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.54% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on AME shares. DA Davidson reaffirmed a “buy” rating and issued a $240.00 price target on shares of AMETEK in a research report on Wednesday, February 4th. Morgan Stanley raised their price objective on AMETEK from $215.00 to $235.00 and gave the company an “equal weight” rating in a research note on Thursday, March 12th. Barclays boosted their target price on AMETEK from $210.00 to $220.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Truist Financial set a $265.00 price target on AMETEK in a report on Wednesday, February 4th. Finally, KeyCorp lifted their price target on shares of AMETEK from $235.00 to $260.00 and gave the company an “overweight” rating in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $244.67.

About AMETEK

AMETEK, Inc is a global manufacturer of electronic instruments and electromechanical devices that serves a broad range of industries. Headquartered in Berwyn, Pennsylvania, the company designs and produces precision instruments, electronic measurement devices, specialty sensors, and electric motors and motion control systems. Its product portfolio includes analytical and monitoring instruments, calibration equipment, power supplies, embedded electronics, and industrial motors and drives used for critical applications.

The company operates through two primary business platforms — an electronic instruments group focused on analytical, test and measurement and sensor products, and an electromechanical group that supplies motors, actuators, and related power and motion solutions.