Capital International Ltd. CA lifted its stake in Amphenol Corporation (NYSE:APH – Free Report) by 20.2% during the fourth quarter, HoldingsChannel reports. The firm owned 56,041 shares of the electronics maker’s stock after purchasing an additional 9,427 shares during the period. Capital International Ltd. CA’s holdings in Amphenol were worth $7,573,000 at the end of the most recent quarter.
A number of other hedge funds have also recently made changes to their positions in APH. Brighton Jones LLC grew its holdings in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its holdings in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after acquiring an additional 618 shares in the last quarter. NewEdge Advisors LLC grew its holdings in Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after acquiring an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC grew its holdings in Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after acquiring an additional 638 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets
Several brokerages have issued reports on APH. Seaport Research Partners reiterated a “buy” rating and set a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Truist Financial increased their target price on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. BNP Paribas Exane increased their target price on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. Piper Sandler set a $165.00 target price on shares of Amphenol in a report on Tuesday, March 17th. Finally, Rothschild & Co Redburn increased their target price on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $176.87.
Amphenol Stock Performance
APH stock opened at $138.84 on Friday. The firm has a market cap of $170.80 billion, a price-to-earnings ratio of 39.90, a PEG ratio of 1.22 and a beta of 1.27. The firm has a 50-day simple moving average of $137.03 and a two-hundred day simple moving average of $138.94. Amphenol Corporation has a one year low of $91.06 and a one year high of $167.04. 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 (NYSE:APH – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate of $0.95 by $0.11. The business 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%. The company’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.
Amphenol Announces Dividend
The company also recently declared 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. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio is presently 28.74%.
Insider Activity at Amphenol
In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction 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. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last ninety days. Corporate insiders own 1.42% of the company’s stock.
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.
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