OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 27,890 Shares of Amphenol Corporation $APH

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its position in Amphenol Corporation (NYSE:APH) by 55.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,110 shares of the electronics maker’s stock after selling 27,890 shares during the quarter. OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Amphenol were worth $2,988,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Vermillion & White Wealth Management Group LLC grew its holdings in Amphenol by 163.8% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 113 shares during the last quarter. Riggs Asset Managment Co. Inc. lifted its stake in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares during the last quarter. Tucker Asset Management LLC purchased a new position in shares of Amphenol during the fourth quarter valued at approximately $26,000. Board of the Pension Protection Fund bought a new position in shares of Amphenol during the fourth quarter valued at approximately $27,000. Finally, Lloyd Advisory Services LLC. bought a new position in shares of Amphenol during the fourth quarter valued at approximately $29,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on APH. Seaport Research Partners restated a “buy” rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Rothschild & Co Redburn lifted their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. BNP Paribas Exane boosted their target price on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday, May 28th. Finally, Robert W. Baird set a $177.00 price target 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 issued a Hold rating to the company. According to data from MarketBeat, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Amphenol Price Performance

NYSE APH opened at $164.23 on Friday. The company has a market cap of $202.05 billion, a PE ratio of 47.19, a P/E/G ratio of 1.44 and a beta of 1.27. Amphenol Corporation has a 52-week low of $92.98 and a 52-week high of $167.04. 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 firm’s 50 day moving average price is $142.92 and its 200-day moving average price is $140.36.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share 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 company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the prior year, the business earned $0.63 earnings per share. Amphenol’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The company 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 is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is currently 28.74%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last ninety days. Corporate insiders own 1.42% of the company’s stock.

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.