Amphenol Corporation $APH Position Increased by Capital International Sarl

Posted by Brenda Bartman on Jun 7th, 2026

Capital International Sarl raised its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 34.2% in the 4th quarter, Holdings Channel reports. The firm owned 110,595 shares of the electronics maker’s stock after purchasing an additional 28,155 shares during the quarter. Capital International Sarl’s holdings in Amphenol were worth $14,946,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after purchasing an additional 1,322,682 shares during the last quarter. State Street Corp increased its stake in Amphenol by 1.2% during the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after purchasing an additional 676,797 shares during the last quarter. Geode Capital Management LLC increased its stake in Amphenol by 2.5% during the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after purchasing an additional 748,813 shares during the last quarter. Capital International Investors increased its stake in Amphenol by 31.5% during the fourth quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock valued at $3,200,276,000 after purchasing an additional 5,674,225 shares during the last quarter. Finally, Norges Bank bought a new stake in Amphenol during the fourth quarter valued at $3,052,145,000. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. In the last three months, insiders have sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Amphenol Stock Down 5.4%

Amphenol stock opened at $138.84 on Friday. The company has a 50-day simple moving average of $137.03 and a 200-day simple moving average of $138.94. The firm has a market capitalization of $170.80 billion, a P/E ratio of 39.90, a P/E/G ratio of 1.22 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a one year low of $91.06 and a one year high of $167.04.

Amphenol (NYSE:APH – Get Free Report) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given 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, June 23rd. Amphenol’s dividend payout ratio is currently 28.74%.

Analysts Set New Price Targets

Several analysts have weighed in on APH shares. Piper Sandler set a $165.00 target price on shares of Amphenol in a research note on Tuesday, March 17th. BNP Paribas Exane upped their price target on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Jefferies Financial Group upped their price target on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Fourteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $176.87.

Check Out Our Latest Stock Report on APH

Amphenol Company Profile

(Free Report)

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.