Amphenol Corporation $APH Stock Holdings Increased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 7.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,396,414 shares of the electronics maker’s stock after buying an additional 165,634 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.20% of Amphenol worth $236,575,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of APH. Baer Investment Advisory LLC boosted its stake in shares of Amphenol by 1.5% during the 2nd quarter. Baer Investment Advisory LLC now owns 50,727 shares of the electronics maker’s stock worth $4,584,000 after acquiring an additional 750 shares in the last quarter. Parkside Financial Bank & Trust lifted its holdings in shares of Amphenol by 31.6% during the second quarter. Parkside Financial Bank & Trust now owns 3,961 shares of the electronics maker’s stock valued at $391,000 after purchasing an additional 951 shares during the last quarter. Freemont Management S.A. acquired a new position in shares of Amphenol in the 2nd quarter valued at $4,542,000. Keystone Financial Services purchased a new position in Amphenol in the 2nd quarter worth about $256,000. Finally, Aviva PLC raised its holdings in Amphenol by 157.8% during the 2nd quarter. Aviva PLC now owns 857,641 shares of the electronics maker’s stock worth $84,692,000 after buying an additional 524,952 shares during the period. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, insider Luc Walter sold 365,118 shares of the business’s stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $134.65, for a total transaction of $49,163,138.70. Following the completion of the transaction, the insider owned 433,742 shares of the company’s stock, valued at approximately $58,403,360.30. The trade was a 45.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,238,042 shares of company stock worth $155,252,726. Corporate insiders own 1.67% of the company’s stock.

Amphenol Price Performance

Shares of NYSE:APH opened at $139.01 on Friday. The stock has a market capitalization of $170.16 billion, a P/E ratio of 46.34, a P/E/G ratio of 1.58 and a beta of 1.20. The business has a 50-day moving average of $125.12 and a two-hundred day moving average of $105.82. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $142.50. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. The business had revenue of $6.19 billion for the quarter, compared to the consensus estimate of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm’s revenue was up 53.4% compared to the same quarter last year. During the same period last year, the business earned $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. On average, equities research analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, December 16th. This is a boost from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s dividend payout ratio (DPR) is 33.33%.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the stock an “outperform” rating in a report on Friday, October 10th. Citigroup raised their price objective on shares of Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Truist Financial boosted their target price on shares of Amphenol from $126.00 to $147.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Bank of America raised Amphenol from a “neutral” rating to a “buy” rating and raised their target price for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $145.00 to $160.00 and gave the company an “overweight” rating in a research report on Thursday, October 23rd. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $129.77.

Amphenol Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.