Rakuten Investment Management Inc. Raises Position in Amphenol Corporation $APH

Rakuten Investment Management Inc. raised its holdings in Amphenol Corporation (NYSE:APH) by 83.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 160,891 shares of the electronics maker’s stock after acquiring an additional 72,965 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Amphenol were worth $22,026,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Beacon Financial Advisory LLC purchased a new position in Amphenol in the 4th quarter valued at approximately $208,000. L2 Asset Management LLC boosted its position in Amphenol by 7.4% in the 4th quarter. L2 Asset Management LLC now owns 6,138 shares of the electronics maker’s stock valued at $829,000 after buying an additional 422 shares during the period. Hurley Capital LLC boosted its position in Amphenol by 1,963.8% in the 4th quarter. Hurley Capital LLC now owns 3,137 shares of the electronics maker’s stock valued at $424,000 after buying an additional 2,985 shares during the period. 71 West Capital Partners purchased a new position in Amphenol in the 4th quarter valued at approximately $736,000. Finally, OMERS ADMINISTRATION Corp boosted its position in Amphenol by 20.3% in the 4th quarter. OMERS ADMINISTRATION Corp now owns 80,794 shares of the electronics maker’s stock valued at $10,919,000 after buying an additional 13,624 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of APH opened at $158.94 on Tuesday. Amphenol Corporation has a 1-year low of $92.22 and a 1-year high of $167.04. The stock has a market cap of $195.54 billion, a PE ratio of 45.67, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The firm has a fifty day moving average price of $140.32 and a 200 day moving average price of $139.73.

Amphenol (NYSE:APH) last announced its quarterly 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 firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s quarterly revenue was up 58.4% compared to the same quarter last year. During the same period in the previous year, the company earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have commented on APH shares. Jefferies Financial Group raised their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Rothschild & Co Redburn lifted their price objective on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, The Goldman Sachs Group lifted their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $178.07.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction 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 transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last quarter. Insiders own 1.42% of the company’s stock.

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.