Pictet Asset Management Holding SA Buys 89,454 Shares of Amphenol Corporation $APH

Pictet Asset Management Holding SA grew its stake in shares of Amphenol Corporation (NYSE:APH) by 16.6% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 629,096 shares of the electronics maker’s stock after purchasing an additional 89,454 shares during the quarter. Pictet Asset Management Holding SA owned about 0.05% of Amphenol worth $79,468,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Generali Asset Management SPA SGR lifted its position in Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after acquiring an additional 14,612 shares during the last quarter. Regents Gate Capital LLP grew 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 purchasing an additional 34,289 shares during the last quarter. Praxis Investment Management Inc. increased its stake in shares of Amphenol by 86.3% during the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after purchasing an additional 12,502 shares during the period. Principal Financial Group Inc. increased its stake in shares of Amphenol by 2.6% during the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after purchasing an additional 70,938 shares during the period. Finally, CGN Advisors LLC acquired a new stake in Amphenol during the 4th quarter worth approximately $1,592,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

APH opened at $166.47 on Tuesday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a 52-week low of $95.19 and a 52-week high of $168.75. The firm has a market cap of $204.79 billion, a P/E ratio of 47.84, a price-to-earnings-growth ratio of 1.43 and a beta of 1.27. The business’s fifty day moving average is $145.24 and its 200-day moving average is $141.40.

Amphenol (NYSE:APH) last posted 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. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the prior year, the business posted $0.63 earnings per share. Amphenol’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. Sell-side analysts expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

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 paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The shares were 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. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders have sold 130,775 shares of company stock valued at $18,709,350 over the last quarter. Company insiders own 1.42% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on APH. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. 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. UBS Group reissued a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Jefferies Financial Group lifted their price objective on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus 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.