Swiss Life Asset Management Ltd Has $60.64 Million Holdings in Amphenol Corporation $APH

Swiss Life Asset Management Ltd boosted its stake in Amphenol Corporation (NYSE:APH) by 50.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 448,683 shares of the electronics maker’s stock after buying an additional 149,725 shares during the period. Swiss Life Asset Management Ltd’s holdings in Amphenol were worth $60,635,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of APH. Riggs Asset Managment Co. Inc. increased its holdings in 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 purchasing an additional 168 shares during the period. Board of the Pension Protection Fund acquired a new stake in Amphenol in the fourth quarter valued at $27,000. Towne Trust Company N.A acquired a new stake in Amphenol in the fourth quarter valued at $34,000. Laurel Wealth Advisors LLC acquired a new stake in Amphenol in the fourth quarter valued at $34,000. Finally, Cloud Capital Management LLC acquired a new stake in Amphenol in the third quarter valued at $38,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last quarter, insiders have sold 646,056 shares of company stock valued at $94,594,783. 1.42% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the company. Rothschild & Co Redburn increased their price objective on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. The Goldman Sachs Group increased their price objective on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. UBS Group restated a “buy” rating and issued a $178.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Piper Sandler set a $165.00 price objective on Amphenol in a report on Tuesday, March 17th. Finally, BNP Paribas Exane increased their price objective on Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Thirteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $176.53.

Amphenol Stock Performance

Shares of APH opened at $127.72 on Monday. 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 stock has a 50-day moving average of $137.31 and a 200-day moving average of $139.35. The company has a market cap of $157.12 billion, a PE ratio of 36.70, a P/E/G ratio of 1.12 and a beta of 1.29. Amphenol Corporation has a one year low of $80.32 and a one year high of $167.04.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion during 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 revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period last year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts predict that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders 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 annualized dividend and a dividend yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Amphenol News Summary

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol’s strong Q1 2026 results and higher Q2 guidance suggest continued robust demand and earnings momentum, which is helping support the stock. Assessing Amphenol (APH) Valuation After Strong Q1 2026 Results And Raised Q2 Guidance
• Positive Sentiment: The company announced a quarterly dividend of $0.25 per share, reinforcing shareholder returns and confidence in cash flow. Amphenol Announces Second Quarter 2026 Dividend
• Positive Sentiment: Several articles continue to describe Amphenol as a strong growth name, which can keep investor sentiment favorable. 3 Reasons Growth Investors Will Love Amphenol (APH)
• Neutral Sentiment: Amphenol was also highlighted in a broader “best growth stocks” discussion after its record quarter, adding to the stock’s visibility but not changing the core story. Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
• Negative Sentiment: Recent insider selling by CEO Richard Adam Norwitt may create some caution, even though insider sales do not necessarily change the company’s operating outlook. Richard Adam Norwitt Sells 17,500 Shares of Amphenol (NYSE:APH) Stock

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.