Twin Capital Management Inc. Takes Position in Amphenol Corporation $APH

Twin Capital Management Inc. purchased a new position in shares of Amphenol Corporation (NYSE:APH) during the 1st quarter, Holdings Channel.com reports. The institutional investor purchased 10,009 shares of the electronics maker’s stock, valued at approximately $1,265,000.

Several other hedge funds have also recently bought and sold shares of the company. Blackhawk Capital Partners LLC acquired a new stake in Amphenol in the first quarter valued at $1,861,000. Illinois Municipal Retirement Fund raised its stake in shares of Amphenol by 22.4% during the 1st quarter. Illinois Municipal Retirement Fund now owns 74,295 shares of the electronics maker’s stock worth $9,387,000 after buying an additional 13,595 shares during the last quarter. MASTERINVEST Kapitalanlage GmbH boosted its position in shares of Amphenol by 157.0% in the 1st quarter. MASTERINVEST Kapitalanlage GmbH now owns 11,586 shares of the electronics maker’s stock worth $1,464,000 after buying an additional 7,078 shares in the last quarter. Hudson Canyon Capital Management grew its stake in Amphenol by 10.5% in the 1st quarter. Hudson Canyon Capital Management now owns 16,100 shares of the electronics maker’s stock valued at $2,034,000 after acquiring an additional 1,525 shares during the last quarter. Finally, Livforsakringsbolaget Skandia Omsesidigt grew its stake in Amphenol by 74.7% in the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 41,407 shares of the electronics maker’s stock valued at $5,239,000 after acquiring an additional 17,700 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction dated 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 owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Over the last three months, insiders have sold 130,775 shares of company stock worth $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Analyst Upgrades and Downgrades

APH has been the subject of a number of research reports. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. TD Cowen restated a “hold” rating and set a $175.00 price objective (up from $135.00) on shares of Amphenol in a research report on Monday. Seaport Research Partners reiterated a “buy” rating and set a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Finally, UBS Group reissued a “buy” rating and set a $185.00 price target (up from $178.00) on shares of Amphenol in a research report on Thursday, July 9th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and an average price target of $186.00.

Amphenol Stock Performance

Shares of APH opened at $153.25 on Friday. Amphenol Corporation has a 1 year low of $95.19 and a 1 year high of $178.52. The company’s 50 day simple moving average is $149.33 and its 200 day simple moving average is $143.96. The company has a market capitalization of $188.53 billion, a price-to-earnings ratio of 44.04, a PEG ratio of 1.35 and a beta of 1.24. 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 (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts predict that Amphenol Corporation will post 4.83 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were issued a $0.25 dividend. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is 28.74%.

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.