Employees Retirement System of Texas Trims Stake in Amphenol Corporation $APH

Posted by Stanley Muller on May 27th, 2026

Employees Retirement System of Texas reduced its position in Amphenol Corporation (NYSE:APH – Free Report) by 12.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 223,954 shares of the electronics maker’s stock after selling 30,700 shares during the quarter. Employees Retirement System of Texas’ holdings in Amphenol were worth $30,265,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. increased its position 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 worth $25,000 after acquiring an additional 168 shares during the period. Tucker Asset Management LLC purchased a new position in shares of Amphenol during the fourth quarter worth approximately $26,000. Board of the Pension Protection Fund purchased a new position in shares of Amphenol during the fourth quarter worth approximately $27,000. Lloyd Advisory Services LLC. purchased a new position in shares of Amphenol during the fourth quarter worth approximately $29,000. Finally, Towne Trust Company N.A purchased a new position in shares of Amphenol during the fourth quarter worth approximately $34,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Trading Up 5.5%

APH opened at $139.37 on Wednesday. The firm has a market cap of $171.46 billion, a price-to-earnings ratio of 40.05, a PEG ratio of 1.16 and a beta of 1.29. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $86.75 and a 12 month high of $167.04. The stock has a fifty day moving average price of $134.61 and a 200-day moving average price of $138.58.

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, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the company posted $0.63 EPS. The business’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors 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 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last 90 days. 1.42% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Seaport Research Partners reaffirmed a “buy” rating and set a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Evercore raised their target price on shares of Amphenol from $165.00 to $180.00 and gave the stock an “outperform” 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. Thirteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $176.53.

Get Our Latest Analysis on APH

Amphenol 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.