UniSuper Management Pty Ltd Trims Stake in Amphenol Corporation $APH

UniSuper Management Pty Ltd decreased its stake in shares of Amphenol Corporation (NYSE:APH) by 5.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 218,349 shares of the electronics maker’s stock after selling 13,073 shares during the period. UniSuper Management Pty Ltd’s holdings in Amphenol were worth $29,508,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in APH. Riggs Asset Managment Co. Inc. grew its holdings in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 shares in the last quarter. Tucker Asset Management LLC purchased a new stake in shares of Amphenol during the fourth quarter worth about $26,000. Board of the Pension Protection Fund purchased a new stake in shares of Amphenol during the fourth quarter worth about $27,000. Lloyd Advisory Services LLC. purchased a new stake in shares of Amphenol during the fourth quarter worth about $29,000. Finally, Tacita Capital Inc boosted its holdings in shares of Amphenol by 145.6% during the fourth quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock worth $30,000 after purchasing an additional 131 shares during the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Trading Up 2.1%

Shares of APH opened at $152.33 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The firm has a market capitalization of $187.40 billion, a P/E ratio of 43.77, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27. The stock’s fifty day simple moving average is $139.17 and its 200 day simple moving average is $139.47. Amphenol Corporation has a twelve month low of $92.08 and a twelve month high of $167.04.

Amphenol (NYSE:APH) last issued its earnings results 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 business had revenue of $7.62 billion for 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 business’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period last year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

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

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value 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 can be accessed through the SEC website. Over the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. Company insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on APH shares. BNP Paribas Exane lifted their price objective on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. Rothschild & Co Redburn lifted their price objective on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $178.07.

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.