Capital Research Global Investors Increases Stake in Amphenol Corporation $APH

Capital Research Global Investors raised its holdings in Amphenol Corporation (NYSE:APH) by 6.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,456,876 shares of the electronics maker’s stock after buying an additional 933,791 shares during the quarter. Capital Research Global Investors’ holdings in Amphenol were worth $2,223,994,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Generali Asset Management SPA SGR boosted its holdings in Amphenol by 20.2% in 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 in the last quarter. Oppenheimer Asset Management Inc. boosted its holdings in Amphenol by 10.7% in the third 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 in the last quarter. Regents Gate Capital LLP boosted its holdings in Amphenol by 54.8% in the third 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 in the last quarter. Praxis Investment Management Inc. boosted its holdings in Amphenol by 86.3% in the fourth 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 in the last quarter. Finally, Principal Financial Group Inc. boosted its holdings in Amphenol by 2.6% in the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after acquiring an additional 70,938 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Down 5.4%

Amphenol stock opened at $138.84 on Friday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The stock has a fifty day moving average of $137.03 and a 200 day moving average of $138.94. The stock has a market cap of $170.80 billion, a PE ratio of 39.90, a price-to-earnings-growth ratio of 1.22 and a beta of 1.27. Amphenol Corporation has a one year low of $91.06 and a one year high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion during 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 business’s quarterly revenue was up 58.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

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

Analyst Ratings Changes

Several research firms have commented on APH. Rothschild & Co Redburn boosted their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Evercore restated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Robert W. Baird set a $177.00 price target on Amphenol in a research note on Thursday, April 30th. BNP Paribas Exane boosted their price target on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. Finally, JPMorgan Chase & Co. boosted their price target on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and a consensus price target of $176.87.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 in the last three months. Corporate insiders own 1.42% of the company’s stock.

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.