Amphenol Corporation $APH Shares Acquired by Capital International Investors

Capital International Investors grew its stake in Amphenol Corporation (NYSE:APH) by 31.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 23,680,749 shares of the electronics maker’s stock after buying an additional 5,674,225 shares during the quarter. Capital International Investors’ holdings in Amphenol were worth $3,200,276,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of APH. Generali Asset Management SPA SGR increased its position in shares of Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares in the last quarter. Oppenheimer Asset Management Inc. increased its position in shares of Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after buying an additional 26,175 shares in the last quarter. Regents Gate Capital LLP increased its position in shares of Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares in the last quarter. Praxis Investment Management Inc. increased its position in shares of Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after buying an additional 12,502 shares in the last quarter. Finally, Principal Financial Group Inc. increased its position in shares of Amphenol by 2.6% in the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after buying an additional 70,938 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on APH. Jefferies Financial Group boosted their price objective on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and set a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. The Goldman Sachs Group increased their target price on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Barclays reissued an “overweight” rating and set a $180.00 target price (up from $175.00) on shares of Amphenol in a report on Monday, May 4th. Finally, Citigroup reissued a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $176.87.

Amphenol Trading Down 5.4%

Shares of Amphenol stock opened at $138.84 on Friday. The firm has a market capitalization of $170.80 billion, a price-to-earnings ratio of 39.90, a PEG ratio of 1.22 and a beta of 1.27. Amphenol Corporation has a fifty-two week low of $91.06 and a fifty-two week high of $167.04. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The stock has a 50 day moving average of $137.03 and a 200 day moving average of $138.94.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to analyst estimates 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 in the prior year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, research analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. Company insiders own 1.42% of the company’s stock.

About Amphenol

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.