Illinois Municipal Retirement Fund Acquires 4,072 Shares of Amphenol Corporation $APH

Illinois Municipal Retirement Fund lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 8.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 53,192 shares of the electronics maker’s stock after purchasing an additional 4,072 shares during the period. Illinois Municipal Retirement Fund’s holdings in Amphenol were worth $6,583,000 at the end of the most recent reporting period.

Several other institutional investors also recently added to or reduced their stakes in APH. Geode Capital Management LLC boosted its stake in Amphenol by 8.4% in the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock valued at $2,804,338,000 after acquiring an additional 2,217,079 shares during the last quarter. Norges Bank purchased a new position in Amphenol in the second quarter valued at approximately $2,104,244,000. Franklin Resources Inc. grew its holdings in Amphenol by 13.4% during the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock valued at $1,239,017,000 after purchasing an additional 1,486,105 shares during the period. Charles Schwab Investment Management Inc. increased its position in Amphenol by 1.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock worth $699,998,000 after buying an additional 133,966 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its stake in shares of Amphenol by 2.6% in the third quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock valued at $746,728,000 after buying an additional 150,407 shares during the period. Institutional investors own 97.01% of the company’s stock.

Insider Activity

In other Amphenol news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 1.67% of the company’s stock.

Amphenol Price Performance

Shares of NYSE:APH opened at $146.72 on Friday. The company has a 50 day moving average of $141.77 and a 200 day moving average of $129.96. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The stock has a market cap of $180.35 billion, a P/E ratio of 43.93, a P/E/G ratio of 1.52 and a beta of 1.20. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period in the prior year, the company posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is currently 29.94%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Citigroup increased their price target on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. UBS Group reiterated a “buy” rating and issued a $174.00 target price (up previously from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a report on Friday, January 9th. Finally, Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $151.38.

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.