202,348 Shares in Amphenol Corporation $APH Bought by Life Cycle Investment Partners Ltd

Life Cycle Investment Partners Ltd purchased a new position in shares of Amphenol Corporation (NYSE:APH) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 202,348 shares of the electronics maker’s stock, valued at approximately $27,345,000.

Several other hedge funds have also recently modified their holdings of APH. Capital International Investors lifted its holdings in shares of Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Capital Research Global Investors raised its holdings in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. Jennison Associates LLC raised its holdings in Amphenol by 340.8% during the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after purchasing an additional 7,930,532 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in Amphenol by 693.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after purchasing an additional 6,362,533 shares in the last quarter. Finally, Lone Pine Capital LLC purchased a new stake in Amphenol in the 3rd quarter valued at approximately $374,125,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on APH shares. Jefferies Financial Group lifted their price objective on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Rothschild & Co Redburn lifted their price objective on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. BNP Paribas Exane lifted their price objective on Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Seaport Research Partners reissued a “buy” rating and issued a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Finally, Piper Sandler set a $165.00 target price on Amphenol in a report on Tuesday, March 17th. Thirteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $176.53.

Amphenol Price Performance

Amphenol stock opened at $132.31 on Friday. Amphenol Corporation has a one year low of $83.44 and a one year high of $167.04. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The business has a fifty day moving average of $134.48 and a two-hundred day moving average of $138.63. The company has a market cap of $162.77 billion, a P/E ratio of 38.02, a price-to-earnings-growth ratio of 1.16 and a beta of 1.29.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter last year, the company earned $0.63 earnings per share. Amphenol’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Insider Buying and Selling

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 over the last three months. 1.42% of the stock is currently owned by company insiders.

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.