Kepler Cheuvreux Suisse SA Has $9.73 Million Position in Amphenol Corporation $APH

Kepler Cheuvreux Suisse SA cut its stake in shares of Amphenol Corporation (NYSE:APH) by 25.6% during the 1st quarter, Holdings Channel reports. The fund owned 76,984 shares of the electronics maker’s stock after selling 26,514 shares during the period. Kepler Cheuvreux Suisse SA’s holdings in Amphenol were worth $9,726,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of APH. Vermillion & White Wealth Management Group LLC grew its stake in shares of Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after buying an additional 113 shares during the period. Riggs Asset Managment Co. Inc. increased its holdings in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares in the last quarter. Tucker Asset Management LLC acquired a new position in shares of Amphenol during the fourth quarter worth approximately $26,000. Board of the Pension Protection Fund acquired a new position in shares of Amphenol during the fourth quarter worth approximately $27,000. Finally, HHM Wealth Advisors LLC bought a new position in shares of Amphenol in the 1st quarter worth $27,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have commented on the stock. Robert W. Baird set a $177.00 price target on shares of Amphenol in a research note on Thursday, April 30th. Barclays restated an “overweight” rating and issued a $198.00 target price on shares of Amphenol in a report on Monday, June 8th. Seaport Research Partners reaffirmed a “buy” rating and issued a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Citigroup reissued a “buy” rating and set a $180.00 price objective (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 one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $178.07.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last quarter, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by insiders.

Amphenol Stock Performance

NYSE APH opened at $164.40 on Friday. The company has a fifty day moving average price of $146.71 and a 200-day moving average price of $142.30. The firm has a market cap of $202.25 billion, a price-to-earnings ratio of 47.24, a PEG ratio of 1.44 and a beta of 1.24. 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 1 year low of $95.19 and a 1 year high of $178.52.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share 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 company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period last year, the firm earned $0.63 earnings per share. The firm’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. As a group, equities research analysts predict that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

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 given 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 currently 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.