Pictet Asset Management Holding SA grew its stake in Amphenol Corporation (NYSE:APH – Free Report) by 16.6% during the first quarter, HoldingsChannel reports. The firm owned 629,096 shares of the electronics maker’s stock after buying an additional 89,454 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Amphenol were worth $79,468,000 at the end of the most recent reporting period.
A number of other institutional investors have also added to or reduced their stakes in APH. Vermillion & White Wealth Management Group LLC lifted its stake in Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 113 shares during the last quarter. Tucker Asset Management LLC bought a new position in shares of Amphenol in the 4th quarter valued at $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol during the 4th quarter valued at $27,000. Lloyd Advisory Services LLC. bought a new stake in Amphenol during the 4th quarter worth $29,000. Finally, HHM Wealth Advisors LLC bought a new position in Amphenol in the first quarter valued at about $27,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction on 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 sale, the chief executive officer 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 over the last quarter. Corporate insiders own 1.42% of the company’s stock.
Amphenol Stock Performance
Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the previous year, the company earned $0.63 EPS. The company’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.
Amphenol Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s payout ratio is presently 28.74%.
Wall Street Analysts Forecast Growth
Several research firms have recently weighed in on APH. Rothschild & Co Redburn boosted their price target on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Piper Sandler set a $165.00 price target on shares of Amphenol in a research report on Tuesday, March 17th. Barclays reaffirmed an “overweight” rating and set a $198.00 price target on shares of Amphenol in a research note on Monday, June 8th. Finally, Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Fourteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $178.07.
Read Our Latest Report on Amphenol
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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