Swiss National Bank Buys 246,600 Shares of Amphenol Corporation $APH

Swiss National Bank lifted its stake in Amphenol Corporation (NYSE:APH) by 7.4% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 3,592,300 shares of the electronics maker’s stock after purchasing an additional 246,600 shares during the quarter. Swiss National Bank’s holdings in Amphenol were worth $453,887,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Vermillion & White Wealth Management Group LLC lifted its position in Amphenol by 163.8% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after buying an additional 113 shares during the last quarter. Riggs Asset Managment Co. Inc. raised its stake in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares during the period. Tucker Asset Management LLC purchased a new stake in shares of Amphenol in the fourth quarter valued at $26,000. Board of the Pension Protection Fund bought a new stake in shares of Amphenol in the 4th quarter worth about $27,000. Finally, HHM Wealth Advisors LLC bought a new stake in Amphenol in the first quarter worth about $27,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In related 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 transaction of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. In the last quarter, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms have recently weighed in on APH. Barclays reiterated an “overweight” rating and set a $200.00 target price (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. Truist Financial raised their price target on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Finally, BNP Paribas Exane raised their target price on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $186.00.

Amphenol Trading Down 1.4%

NYSE APH opened at $151.03 on Friday. Amphenol Corporation has a 52 week low of $95.19 and a 52 week high of $178.52. The company has a 50 day moving average price of $149.80 and a 200 day moving average price of $144.01. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The firm has a market cap of $185.81 billion, a PE ratio of 43.40, a price-to-earnings-growth ratio of 1.30 and a beta of 1.24.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $7.08 billion. During the same period last year, the firm 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 forecast that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a $0.25 dividend. The ex-dividend date of this dividend was 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 (DPR) is presently 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.