Aberdeen Group plc Increases Stock Position in Amphenol Corporation $APH

Aberdeen Group plc grew its holdings in shares of Amphenol Corporation (NYSE:APH) by 3.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,017,280 shares of the electronics maker’s stock after purchasing an additional 34,450 shares during the period. Aberdeen Group plc owned approximately 0.08% of Amphenol worth $123,101,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in APH. Financial Management Professionals Inc. increased its stake in 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 purchasing an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. grew its holdings in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Howard Hughes Medical Institute purchased a new position in shares of Amphenol in the second quarter valued at $26,000. Alpine Bank Wealth Management acquired a new position in shares of Amphenol during the 3rd quarter worth $30,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Amphenol in the 2nd quarter worth about $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Up 2.1%

NYSE APH opened at $146.72 on Friday. The company has a market cap of $180.35 billion, a P/E ratio of 43.93, a P/E/G ratio of 1.55 and a beta of 1.20. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. 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 50-day moving average of $141.77 and a 200-day moving average of $130.13.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping 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 net margin of 18.49% and a return on equity of 35.57%. The company’s quarterly revenue was up 49.1% on a year-over-year basis. During the same period last year, the company 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 year.

Amphenol Announces Dividend

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

Insider Activity

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

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on APH shares. UBS Group restated a “buy” rating and set a $174.00 target price (up previously from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Barclays restated 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. The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Finally, JPMorgan Chase & Co. increased their price objective on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

About Amphenol

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.