Amphenol Corporation $APH Shares Acquired by Aviva PLC

Aviva PLC lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 6.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 996,038 shares of the electronics maker’s stock after acquiring an additional 56,732 shares during the period. Aviva PLC’s holdings in Amphenol were worth $134,605,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in APH. Brighton Jones LLC boosted its holdings in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares during the last quarter. Bison Wealth LLC boosted its holdings in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares during the last quarter. NewEdge Advisors LLC boosted its holdings in shares of Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after purchasing an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its holdings in Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after acquiring an additional 638 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Up 2.1%

Shares of APH opened at $152.33 on Friday. The stock’s 50-day moving average is $139.17 and its two-hundred day moving average is $139.47. The stock has a market cap of $187.40 billion, a PE ratio of 43.77, a P/E/G ratio of 1.31 and a beta of 1.27. Amphenol Corporation has a 12 month low of $92.08 and a 12 month high of $167.04. 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 (NYSE:APH) last announced its 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. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the company earned $0.63 earnings per share. The company’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given 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 of this dividend is Tuesday, June 23rd. Amphenol’s payout ratio is presently 28.74%.

Analyst Upgrades and Downgrades

APH has been the topic of a number of research analyst reports. Rothschild & Co Redburn lifted their target price on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Piper Sandler set a $165.00 target price on Amphenol in a report on Tuesday, March 17th. 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. BNP Paribas Exane lifted their target price on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently 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 dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last 90 days. 1.42% of the stock is currently owned by insiders.

Amphenol 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.