Amphenol Corporation $APH Shares Sold by APG Asset Management N.V.

APG Asset Management N.V. decreased its position in Amphenol Corporation (NYSE:APH) by 1.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,508,857 shares of the electronics maker’s stock after selling 16,008 shares during the period. APG Asset Management N.V. owned 0.12% of Amphenol worth $186,721,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Aprio Wealth Management LLC grew its position in Amphenol by 4.2% in the third quarter. Aprio Wealth Management LLC now owns 6,670 shares of the electronics maker’s stock worth $825,000 after acquiring an additional 268 shares during the period. Rafferty Asset Management LLC grew its holdings in shares of Amphenol by 3.8% during the 3rd quarter. Rafferty Asset Management LLC now owns 414,479 shares of the electronics maker’s stock worth $51,292,000 after purchasing an additional 15,006 shares during the period. Egerton Capital UK LLP increased its position in shares of Amphenol by 20.7% during the 3rd quarter. Egerton Capital UK LLP now owns 3,823,422 shares of the electronics maker’s stock worth $473,148,000 after purchasing an additional 654,949 shares during the last quarter. Huntington National Bank lifted its position in Amphenol by 0.6% in the third quarter. Huntington National Bank now owns 88,720 shares of the electronics maker’s stock valued at $10,979,000 after buying an additional 537 shares during the last quarter. Finally, Ibex Wealth Advisors purchased a new position in Amphenol during the third quarter worth about $231,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Price Performance

Shares of APH opened at $145.94 on Friday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The firm’s fifty day simple moving average is $144.87 and its 200-day simple moving average is $132.99. The firm has a market capitalization of $179.39 billion, a price-to-earnings ratio of 43.70, a PEG ratio of 1.54 and a beta of 1.20. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04.

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

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a dividend of $0.25 per share. 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

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’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 completion of the transaction, the chief executive officer 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 sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider William J. Doherty sold 80,000 shares of the stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on APH. Fox Advisors restated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Barclays restated 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. Truist Financial set a $182.00 price objective on Amphenol in a research note on Tuesday, January 13th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Citigroup lifted their target price on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target 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.