Saratoga Research & Investment Management Makes New Investment in Amphenol Corporation $APH

Saratoga Research & Investment Management acquired a new stake in shares of Amphenol Corporation (NYSE:APH) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,005 shares of the electronics maker’s stock, valued at approximately $541,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Capital International Investors raised its position in Amphenol by 446.9% in the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after buying an additional 14,714,177 shares during the last quarter. Capital Research Global Investors grew its stake in Amphenol by 106.9% in the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after purchasing an additional 8,021,284 shares during the period. Jennison Associates LLC lifted its position in shares of Amphenol by 340.8% during the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after buying an additional 7,930,532 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of Amphenol by 693.9% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock valued at $900,833,000 after buying an additional 6,362,533 shares during the last quarter. Finally, Lone Pine Capital LLC bought a new stake in Amphenol during the 3rd quarter valued at $374,125,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE APH opened at $125.14 on Friday. The stock has a market cap of $153.95 billion, a price-to-earnings ratio of 35.96, a P/E/G ratio of 1.09 and a beta of 1.29. 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 1-year low of $83.44 and a 1-year high of $167.04. The stock’s 50-day moving average is $135.57 and its 200 day moving average is $139.12.

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

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’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 approximately $277,368,257.30. This trade represents a 3.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Over the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on APH. Citigroup reissued a “buy” rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Rothschild & Co Redburn increased their price objective on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. BNP Paribas Exane increased their price objective on Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, The Goldman Sachs Group raised their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $176.53.

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.