World Investment Advisors boosted its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 40.4% in the first quarter, Holdings Channel reports. The fund owned 43,208 shares of the electronics maker’s stock after purchasing an additional 12,444 shares during the period. World Investment Advisors’ holdings in Amphenol were worth $5,459,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors also recently modified their holdings of APH. Vanguard Group Inc. increased its holdings in shares of Amphenol by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after purchasing an additional 1,322,682 shares during the period. J. Stern & Co. LLP lifted its holdings in shares of Amphenol by 9,435.8% during the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after purchasing an additional 75,964,718 shares during the period. State Street Corp increased its stake in Amphenol by 1.6% in the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after buying an additional 888,526 shares during the period. JPMorgan Chase & Co. raised its position in Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after buying an additional 17,387,536 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in Amphenol by 2.5% during the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after buying an additional 748,813 shares during the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
APH has been the topic of several analyst reports. Citigroup reaffirmed 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. Seaport Research Partners reissued a “buy” rating and set a $215.00 price target on shares of Amphenol in a report on Thursday, April 30th. The Goldman Sachs Group raised their price objective on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. BNP Paribas Exane lifted their price objective on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Finally, JPMorgan Chase & Co. boosted their target price on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol has an average rating of “Moderate Buy” and an average target price of $178.07.
Insider Activity
In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. In the last three months, insiders have sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by company insiders.
Amphenol Stock Performance
NYSE:APH opened at $164.40 on Friday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a fifty-two week low of $95.19 and a fifty-two week high of $178.52. The stock has a market cap of $202.25 billion, a PE ratio of 47.24, a price-to-earnings-growth ratio of 1.44 and a beta of 1.24. The firm’s fifty day simple moving average is $146.71 and its 200-day simple moving average is $142.30.
Amphenol (NYSE:APH – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $7.08 billion. During the same quarter last year, the firm posted $0.63 EPS. The business’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. Analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.
Amphenol Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s dividend payout ratio (DPR) 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.
Featured Articles
- Five stocks we like better than Amphenol
- These Stocks Could Win as Wall Street Looks Beyond AI Software
- D.R. Horton Is Defying the Housing Gloom
- Why Flywire and Airbnb Could Be Quiet Winners of a Ceasefire
- Broadcom and OpenAI Unveil JalapeƱo: An Early Step to Massive AI Growth Potential
Want to see what other hedge funds are holding APH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amphenol Corporation (NYSE:APH – Free Report).
Receive News & Ratings for Amphenol Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amphenol and related companies with MarketBeat.com's FREE daily email newsletter.
