Amphenol Corporation $APH Shares Sold by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund trimmed its holdings in Amphenol Corporation (NYSE:APH) by 3.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 804,101 shares of the electronics maker’s stock after selling 31,895 shares during the period. Amphenol comprises 1.5% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s portfolio, making the stock its 15th biggest holding. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Amphenol were worth $108,666,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after acquiring an additional 1,322,682 shares during the last quarter. State Street Corp lifted its holdings in Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after acquiring an additional 676,797 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Amphenol by 2.5% in the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after acquiring an additional 748,813 shares during the last quarter. Capital International Investors lifted 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 acquiring an additional 14,714,177 shares during the last quarter. Finally, Capital Research Global Investors lifted 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 acquiring an additional 8,021,284 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by corporate insiders.

Analyst Ratings Changes

APH has been the subject of a number of research analyst reports. The Goldman Sachs Group upped their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. BNP Paribas Exane boosted their price objective on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday. Citigroup restated a “buy” rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Seaport Research Partners restated a “buy” rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Finally, Piper Sandler set a $165.00 price objective on Amphenol in a report on Tuesday, March 17th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $176.87.

Amphenol Price Performance

NYSE APH opened at $148.06 on Friday. The stock’s 50-day moving average price is $134.93 and its two-hundred day moving average price is $138.66. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The company has a market cap of $182.14 billion, a PE ratio of 42.55, a PEG ratio of 1.23 and a beta of 1.29. Amphenol Corporation has a 1 year low of $87.95 and a 1 year high of $167.04.

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

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is currently 28.74%.

Amphenol Company 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.