Andra AP fonden Makes New Investment in Amphenol Corporation $APH

Andra AP fonden purchased a new stake in Amphenol Corporation (NYSE:APH) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 18,880 shares of the electronics maker’s stock, valued at approximately $2,336,000.

Several other large investors have also made changes to their positions in the business. Geode Capital Management LLC increased its position in Amphenol by 8.4% in the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after buying an additional 2,217,079 shares during the period. Norges Bank acquired a new stake in shares of Amphenol in the second quarter worth $2,104,244,000. Franklin Resources Inc. increased its position in Amphenol by 13.4% during the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after acquiring an additional 1,486,105 shares during the period. Charles Schwab Investment Management Inc. raised its stake in Amphenol by 1.9% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock valued at $699,998,000 after purchasing an additional 133,966 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its holdings in Amphenol by 2.6% in the 3rd quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock valued at $746,728,000 after purchasing an additional 150,407 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Down 1.7%

Shares of NYSE APH opened at $145.94 on Friday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The business has a fifty day moving average of $144.87 and a two-hundred day moving average of $132.99. The stock has a market cap of $179.39 billion, a PE ratio of 43.70, a PEG ratio of 1.54 and a beta of 1.20.

Amphenol (NYSE:APH) last announced its earnings results 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 analysts’ expectations of $6.19 billion. During the same quarter last year, the company posted $0.55 EPS. The firm’s revenue for the quarter was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is presently 29.94%.

Insider Buying and Selling at Amphenol

In related news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction dated 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 Securities & Exchange Commission, which can be accessed through this link. Also, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.67% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Citigroup lifted their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Finally, US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average 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.