Czech National Bank Buys 12,677 Shares of Amphenol Corporation $APH

Czech National Bank raised its stake in Amphenol Corporation (NYSE:APH) by 4.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 322,765 shares of the electronics maker’s stock after acquiring an additional 12,677 shares during the quarter. Czech National Bank’s holdings in Amphenol were worth $43,618,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of APH. Norges Bank acquired a new position in shares of Amphenol in the second quarter valued at approximately $2,104,244,000. Capital International Investors increased its stake in shares of Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Capital Research Global Investors lifted its holdings in Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in Amphenol by 693.9% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock valued at $900,833,000 after purchasing an additional 6,362,533 shares during the period. Finally, Lone Pine Capital LLC bought a new stake in Amphenol in the 3rd quarter valued at $374,125,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 1.67% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have weighed in on APH shares. Barclays reiterated an “overweight” rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research note on Friday, January 9th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Eleven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $152.36.

Amphenol Price Performance

Shares of NYSE APH opened at $128.57 on Thursday. The business has a fifty day moving average price of $142.37 and a two-hundred day moving average price of $135.80. The stock has a market capitalization of $158.04 billion, a PE ratio of 38.49, a P/E/G ratio of 1.35 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04.

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

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

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.