Oddo BHF Asset Management Sas Boosts Stake in Amphenol Corporation $APH

Posted by George Bondi on Jul 30th, 2026

Oddo BHF Asset Management Sas boosted its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 40.6% in the first quarter, Holdings Channel.com reports. The institutional investor owned 241,745 shares of the electronics maker’s stock after acquiring an additional 69,863 shares during the period. Amphenol comprises approximately 1.2% of Oddo BHF Asset Management Sas’ investment portfolio, making the stock its 18th biggest holding. Oddo BHF Asset Management Sas’ holdings in Amphenol were worth $30,544,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in APH. Vanguard Group Inc. raised its holdings in shares of Amphenol by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after acquiring an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP grew its holdings in shares of Amphenol by 9,435.8% in the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after purchasing an additional 75,964,718 shares in the last quarter. State Street Corp increased its position in Amphenol by 1.6% in the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock worth $7,705,440,000 after purchasing an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. increased its position in Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares during the last quarter. Finally, Geode Capital Management LLC raised 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 in the last quarter. Institutional investors own 97.01% of the company’s stock.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

Positive Sentiment: Amphenol reported second-quarter adjusted earnings of $1.35 per share, above the $1.19 analyst consensus and up from $0.81 a year earlier. Revenue rose 55% year over year to $8.76 billion, exceeding the $8.26 billion estimate. Amphenol earnings report
Positive Sentiment: Management cited strong IT datacom demand, broad organic growth, acquisitions and record orders. The earnings call highlighted an AI-driven demand surge that helped produce a record quarter, supporting the outlook for continued growth. Amphenol earnings call and AI demand
Positive Sentiment: Third-quarter guidance was well ahead of expectations: EPS of $1.40-$1.42 versus the $1.26 consensus and revenue of $9.3-$9.4 billion versus the $8.6 billion estimate. The upbeat forecast is likely the primary catalyst for the stock’s advance. Amphenol Q2 earnings and guidance
Positive Sentiment: Analysts’ upward earnings revisions and a recent “hammer” chart pattern suggest improving technical and fundamental momentum, although these signals are less significant than the earnings and guidance beat. Amphenol technical pattern
Negative Sentiment: A broader market sell-off tied to higher oil prices, U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s decision created a less supportive backdrop for technology and growth stocks. Market sell-off and oil prices

Analysts Set New Price Targets

A number of equities analysts have commented on APH shares. UBS Group reissued a “buy” rating and issued a $185.00 price objective (up from $178.00) on shares of Amphenol in a research note on Thursday, July 9th. Jefferies Financial Group upped their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. The Goldman Sachs Group increased their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Barclays reiterated an “overweight” rating and issued a $200.00 price target (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. Finally, Evercore reissued an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $187.87.

Get Our Latest Stock Analysis on Amphenol

Amphenol Trading Up 4.7%

APH stock opened at $150.66 on Thursday. Amphenol Corporation has a twelve month low of $102.76 and a twelve month high of $178.52. The stock has a market capitalization of $185.35 billion, a price-to-earnings ratio of 43.29, a price-to-earnings-growth ratio of 1.23 and a beta of 1.24. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The firm’s fifty day simple moving average is $154.34 and its two-hundred day simple moving average is $144.89.

Amphenol (NYSE:APH – Get Free Report) last released its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.19 by $0.16. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.26 billion. During the same quarter last year, the business earned $0.81 EPS. The business’s revenue was up 55.0% on a year-over-year basis. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, analysts anticipate that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last ninety days. 1.42% of the stock is owned by company insiders.

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.