Tobam Increases Stake in Amphenol Corporation $APH

Tobam boosted its holdings in shares of Amphenol Corporation (NYSE:APH) by 645.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,446 shares of the electronics maker’s stock after buying an additional 11,643 shares during the quarter. Tobam’s holdings in Amphenol were worth $1,817,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Wick Capital Partners LLC raised its stake in shares of Amphenol by 34.1% in the fourth quarter. Wick Capital Partners LLC now owns 2,247 shares of the electronics maker’s stock valued at $304,000 after acquiring an additional 571 shares in the last quarter. Thryve Wealth Management LLC acquired a new position in Amphenol during the 4th quarter worth $233,000. MidFirst Bank purchased a new stake in Amphenol during the 4th quarter worth about $753,000. DGS Capital Management LLC increased its holdings in Amphenol by 91.3% during the 4th quarter. DGS Capital Management LLC now owns 7,368 shares of the electronics maker’s stock worth $996,000 after purchasing an additional 3,517 shares during the period. Finally, Astoria Portfolio Advisors LLC. raised its position in Amphenol by 21.2% in the 4th quarter. Astoria Portfolio Advisors LLC. now owns 6,142 shares of the electronics maker’s stock valued at $908,000 after purchasing an additional 1,074 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. Seaport Research Partners reissued a “buy” rating and set a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and issued a $178.00 target price (up from $170.00) 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. Piper Sandler set a $165.00 price target on shares of Amphenol in a report on Tuesday, March 17th. Finally, Citigroup reissued a “buy” rating and issued a $180.00 price objective (up from $170.00) on shares of Amphenol in a research report 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. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 in the last 90 days. 1.42% of the stock is currently owned by insiders.

Amphenol Stock Up 0.2%

APH stock opened at $164.23 on Friday. The stock has a market cap of $202.05 billion, a P/E ratio of 47.19, a PEG ratio of 1.44 and a beta of 1.27. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a twelve month low of $92.98 and a twelve month high of $167.04. The company’s 50 day moving average is $142.92 and its two-hundred day moving average is $140.36.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 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 firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same period last year, the firm posted $0.63 EPS. The company’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. Research analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders 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 dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

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.