Amphenol Corporation $APH Shares Purchased by Assetmark Inc.

Assetmark Inc. boosted its stake in Amphenol Corporation (NYSE:APH) by 10.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 55,494 shares of the electronics maker’s stock after acquiring an additional 5,057 shares during the quarter. Assetmark Inc.’s holdings in Amphenol were worth $7,499,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in APH. Capital International Investors grew its stake in Amphenol by 446.9% in the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the period. Capital Research Global Investors boosted its stake 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% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after purchasing an additional 6,362,533 shares during the last quarter. Lone Pine Capital LLC acquired a new stake in Amphenol during the 3rd quarter worth $374,125,000. Finally, Jennison Associates LLC acquired a new stake in Amphenol during the 3rd quarter worth $287,947,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on APH. Wall Street Zen raised shares of Amphenol from a “hold” rating to a “buy” rating in a research note on Saturday, April 11th. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 price target on shares of Amphenol in a research report on Thursday, January 15th. Jefferies Financial Group assumed coverage on shares of Amphenol in a research report on Tuesday, March 31st. They set a “buy” rating and a $145.00 price target on the stock. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Finally, US Capital Advisors set a $165.00 price target on shares of Amphenol in a research report on Friday, January 9th. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.93.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’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 sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Performance

NYSE:APH opened at $150.91 on Friday. The company has a market cap of $185.54 billion, a price-to-earnings ratio of 45.18, a price-to-earnings-growth ratio of 1.56 and a beta of 1.25. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 52 week low of $62.55 and a 52 week high of $167.04. The company has a fifty day simple moving average of $137.63 and a two-hundred day simple moving average of $137.34.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The business 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%.The company’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period last year, the firm earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities analysts anticipate 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 was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were issued a $0.25 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 29.94%.

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.