Amphenol Corporation $APH Shares Purchased by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund lifted its position in Amphenol Corporation (NYSE:APH) by 33.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 139,627 shares of the electronics maker’s stock after acquiring an additional 35,089 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in Amphenol were worth $17,279,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in APH. Financial Management Professionals Inc. increased its stake in Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 90 shares during the last quarter. Bell Investment Advisors Inc lifted its position in shares of Amphenol by 19.2% in the 2nd quarter. Bell Investment Advisors Inc now owns 591 shares of the electronics maker’s stock worth $58,000 after buying an additional 95 shares during the last quarter. CENTRAL TRUST Co boosted its holdings in shares of Amphenol by 9.4% in the 2nd quarter. CENTRAL TRUST Co now owns 1,146 shares of the electronics maker’s stock valued at $113,000 after buying an additional 98 shares during the period. Tranquility Partners LLC grew its position in shares of Amphenol by 0.8% during the 2nd quarter. Tranquility Partners LLC now owns 13,386 shares of the electronics maker’s stock valued at $1,322,000 after buying an additional 107 shares during the last quarter. Finally, Cox Capital Mgt LLC grew its position in shares of Amphenol by 0.3% during the 3rd quarter. Cox Capital Mgt LLC now owns 32,327 shares of the electronics maker’s stock valued at $4,000,000 after buying an additional 110 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Down 2.0%

Shares of Amphenol stock opened at $136.19 on Friday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $144.37. The company has a market capitalization of $166.70 billion, a P/E ratio of 45.40, a PEG ratio of 0.90 and a beta of 1.21. The business’s fifty day moving average price is $136.98 and its two-hundred day moving average price is $121.41. 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 results on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The company had revenue of $6.19 billion for the quarter, compared to analyst estimates of $5.54 billion. During the same period last year, the company earned $0.50 earnings per share. The company’s quarterly revenue was up 53.4% compared to the same quarter last year. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. As a group, research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th were given a dividend of $0.25 per share. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date was Tuesday, December 16th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s payout ratio is presently 33.33%.

Insiders Place Their Bets

In related news, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $141.04, for a total transaction of $11,283,200.00. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, VP David M. Silverman sold 120,000 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the sale, the vice president directly owned 12,500 shares in the company, valued at approximately $1,764,625. The trade was a 90.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,063,194 shares of company stock valued at $148,244,445. 1.67% of the stock is currently owned by insiders.

Analysts Set New Price Targets

APH has been the subject of a number of research reports. Robert W. Baird set a $139.00 target price on Amphenol and gave the company an “outperform” rating in a research note on Friday, October 10th. The Goldman Sachs Group set a $154.00 price target on Amphenol and gave the stock a “buy” rating in a report on Thursday, October 23rd. JPMorgan Chase & Co. upped their price objective on Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a research note on Thursday, October 23rd. Barclays increased their target price on Amphenol from $120.00 to $143.00 and gave the stock an “equal weight” rating in a research report on Thursday, November 13th. Finally, Evercore ISI boosted their price target on shares of Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. Ten analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $134.08.

About Amphenol

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.