Barclays PLC Sells 1,673,247 Shares of Amphenol Corporation $APH

Barclays PLC lowered its stake in shares of Amphenol Corporation (NYSE:APH) by 24.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 5,106,751 shares of the electronics maker’s stock after selling 1,673,247 shares during the period. Barclays PLC’s holdings in Amphenol were worth $690,126,000 as of its most recent filing with the SEC.

Several other institutional investors also recently added to or reduced their stakes in APH. Generali Asset Management SPA SGR boosted its position in Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares during the period. Regents Gate Capital LLP boosted its position in Amphenol by 54.8% during the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after purchasing an additional 34,289 shares during the period. Praxis Investment Management Inc. boosted its position in Amphenol by 86.3% during the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after purchasing an additional 12,502 shares during the period. Principal Financial Group Inc. boosted its position in Amphenol by 2.6% during the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after purchasing an additional 70,938 shares during the period. Finally, CGN Advisors LLC bought a new position in Amphenol during the fourth quarter worth about $1,592,000. Institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Barclays reiterated an “overweight” rating and set a $198.00 target price on shares of Amphenol in a research report on Monday, June 8th. Seaport Research Partners reiterated a “buy” rating and set a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Robert W. Baird set a $177.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Truist Financial increased their target price on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Price Performance

APH stock opened at $153.97 on Friday. The firm has a 50 day moving average of $139.70 and a 200-day moving average of $139.57. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $92.08 and a 12 month high of $167.04. The firm has a market capitalization of $189.42 billion, a P/E ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27.

Amphenol (NYSE:APH) last released its quarterly earnings data 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 net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same period last year, the business earned $0.63 earnings per share. Amphenol’s 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, sell-side analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last three months. 1.42% of the stock is currently owned by company insiders.

About Amphenol

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.