SBI Okasan Asset Management Co.Ltd. Buys New Position in Amphenol Corporation $APH

SBI Okasan Asset Management Co.Ltd. bought a new stake in Amphenol Corporation (NYSE:APH) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 12,015 shares of the electronics maker’s stock, valued at approximately $1,645,000.

Other hedge funds and other institutional investors have 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 4th 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 period. Oppenheimer Asset Management Inc. lifted its position in Amphenol by 10.7% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after acquiring an additional 26,175 shares during the period. Regents Gate Capital LLP lifted its position in Amphenol by 54.8% during the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after acquiring an additional 34,289 shares during the period. Convergence Investment Partners LLC lifted its position in Amphenol by 59.9% during the 3rd quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock worth $2,388,000 after acquiring an additional 7,230 shares during the period. Finally, Praxis Investment Management Inc. lifted its position in Amphenol by 86.3% during the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after acquiring an additional 12,502 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on APH. BNP Paribas Exane increased their price objective on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday. Truist Financial increased their price objective on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. JPMorgan Chase & Co. raised their price target on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Finally, Citigroup reissued a “buy” rating and issued a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $176.87.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $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 SEC, which can be accessed through this link. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last ninety days. Insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Shares of NYSE:APH opened at $148.06 on Friday. The business’s 50 day simple moving average is $134.93 and its 200-day simple moving average is $138.66. The firm has a market capitalization of $182.14 billion, a price-to-earnings ratio of 42.55, a price-to-earnings-growth ratio of 1.23 and a beta of 1.29. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. Amphenol Corporation has a 12 month low of $87.95 and a 12 month high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company’s quarterly revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities 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. Investors of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is currently 28.74%.

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.