Janus Henderson Group PLC Sells 215,572 Shares of Amphenol Corporation $APH

Janus Henderson Group PLC decreased its position in shares of Amphenol Corporation (NYSE:APH) by 2.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,904,627 shares of the electronics maker’s stock after selling 215,572 shares during the quarter. Amphenol accounts for approximately 0.6% of Janus Henderson Group PLC’s investment portfolio, making the stock its 24th largest position. Janus Henderson Group PLC’s holdings in Amphenol were worth $1,338,539,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Tucker Asset Management LLC bought a new stake in Amphenol during the fourth quarter worth about $26,000. Board of the Pension Protection Fund bought a new stake in Amphenol during the fourth quarter worth about $27,000. Lloyd Advisory Services LLC. bought a new stake in Amphenol during the fourth quarter worth about $29,000. Tacita Capital Inc lifted its position in 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 period. Finally, Cornerstone Financial Management LLC bought a new stake in Amphenol during the fourth quarter worth about $31,000. Institutional investors own 97.01% of the company’s stock.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 over the last three months. Corporate insiders own 1.42% of the company’s stock.

Amphenol Stock Up 1.2%

Shares of NYSE APH opened at $160.75 on Thursday. The stock has a 50-day moving average price of $141.62 and a two-hundred day moving average price of $140.03. Amphenol Corporation has a 12 month low of $92.54 and a 12 month high of $167.04. 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 company has a market cap of $197.76 billion, a price-to-earnings ratio of 46.19, a PEG ratio of 1.39 and a beta of 1.27.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the prior year, the firm posted $0.63 earnings per share. The firm’s revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed 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 of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio is currently 28.74%.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Truist Financial boosted their target price on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and set a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Citigroup reissued a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Jefferies Financial Group boosted their target price on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, BNP Paribas Exane boosted their target price on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and an average target price of $178.07.

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.