JPMorgan Chase & Co. Has $4.64 Billion Stock Position in Amphenol Corporation $APH

JPMorgan Chase & Co. raised its holdings in Amphenol Corporation (NYSE:APH) by 102.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 34,325,148 shares of the electronics maker’s stock after acquiring an additional 17,387,536 shares during the quarter. JPMorgan Chase & Co.’s holdings in Amphenol were worth $4,638,701,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. increased its position in Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares during the period. Tucker Asset Management LLC acquired a new position in Amphenol in the 4th quarter valued at approximately $26,000. Board of the Pension Protection Fund acquired a new position in Amphenol in the 4th quarter valued at approximately $27,000. Lloyd Advisory Services LLC. acquired a new position in Amphenol in the 4th quarter valued at approximately $29,000. Finally, Tacita Capital Inc increased its position in Amphenol by 145.6% in the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock valued at $30,000 after acquiring an additional 131 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Price Performance

Amphenol stock opened at $138.84 on Monday. The stock 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 52-week low of $91.06 and a 52-week high of $167.04. The stock’s 50 day moving average price is $137.03 and its two-hundred day moving average price is $138.99. 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 posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company’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 earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

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

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. In the last quarter, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

APH has been the topic of several analyst reports. Jefferies Financial Group upped their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. The Goldman Sachs Group upped 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. Robert W. Baird set a $177.00 target price on Amphenol in a report on Thursday, April 30th. Finally, Citigroup reiterated a “buy” rating and issued 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. Based on data from MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and an average target price of $176.87.

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.