Johnson Financial Group Inc. Raises Position in Amphenol Corporation $APH

Johnson Financial Group Inc. raised its position in shares of Amphenol Corporation (NYSE:APHFree Report) by 15.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,330 shares of the electronics maker’s stock after acquiring an additional 7,813 shares during the quarter. Johnson Financial Group Inc.’s holdings in Amphenol were worth $7,258,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Amphenol by 1.1% in the 4th 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. J. Stern & Co. LLP boosted its stake in Amphenol by 9,435.8% during the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after purchasing an additional 75,964,718 shares during the last quarter. State Street Corp grew its holdings in shares of Amphenol by 1.6% during the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock worth $7,705,440,000 after buying an additional 888,526 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after buying an additional 17,387,536 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in shares of Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after buying an additional 748,813 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Down 0.5%

Shares of APH stock opened at $150.50 on Tuesday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The firm has a market cap of $185.15 billion, a PE ratio of 43.25, a price-to-earnings-growth ratio of 1.29 and a beta of 1.24. The company has a 50-day moving average of $150.36 and a two-hundred day moving average of $144.16. Amphenol Corporation has a 1-year low of $95.19 and a 1-year high of $178.52.

Amphenol (NYSE:APHGet Free Report) last released its quarterly 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. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same period in the previous year, the firm earned $0.63 EPS. The business’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts predict that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were 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 was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Analysts Set New Price Targets

A number of research firms recently weighed in on APH. Seaport Research Partners restated a “buy” rating and set a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. TD Cowen reissued a “hold” rating and issued a $175.00 target price (up from $135.00) on shares of Amphenol in a research note on Monday, July 13th. Citigroup restated a “buy” rating and issued a $195.00 price target (up from $180.00) on shares of Amphenol in a research report on Monday, July 13th. Bank of America lifted their price objective on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Finally, Robert W. Baird set a $177.00 price target on shares of Amphenol in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $186.00.

Get Our Latest Stock Analysis on Amphenol

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. Company insiders own 1.42% of the company’s stock.

About Amphenol

(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.

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Institutional Ownership by Quarter for Amphenol (NYSE:APH)

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