DNB Asset Management AS Sells 96,945 Shares of Amphenol Corporation $APH

DNB Asset Management AS reduced its position in Amphenol Corporation (NYSE:APH) by 18.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 418,148 shares of the electronics maker’s stock after selling 96,945 shares during the quarter. DNB Asset Management AS’s holdings in Amphenol were worth $51,746,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. SYM FINANCIAL Corp raised its position in shares of Amphenol by 0.9% in the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock worth $1,147,000 after acquiring an additional 82 shares in the last quarter. Bruce G. Allen Investments LLC boosted its holdings in shares of Amphenol by 9.4% during the 3rd quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock worth $121,000 after buying an additional 84 shares in the last quarter. Tower Wealth Partners Inc. grew its position in shares of Amphenol by 2.1% during the 3rd quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock worth $526,000 after buying an additional 86 shares during the period. Financial Management Professionals Inc. increased its stake in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares in the last quarter. Finally, Allen Capital Group LLC lifted its position in shares of Amphenol by 3.2% during the 3rd quarter. Allen Capital Group LLC now owns 3,012 shares of the electronics maker’s stock valued at $373,000 after acquiring an additional 92 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

NYSE APH opened at $148.44 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The company has a fifty day moving average price of $144.66 and a 200-day moving average price of $132.59. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The firm has a market cap of $182.46 billion, a price-to-earnings ratio of 44.44, a PEG ratio of 1.61 and a beta of 1.20.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the prior year, the firm posted $0.55 EPS. The firm’s quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is presently 29.94%.

Insider Buying and Selling at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.67% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a report on Friday, January 9th. Barclays reaffirmed an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. UBS Group reissued a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Evercore reaffirmed an “outperform” rating and set a $165.00 target price on shares of Amphenol in a research report on Tuesday, January 20th. Finally, Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Company 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.