Achmea Investment Management B.V. Has $35.17 Million Stake in Amphenol Corporation $APH

Achmea Investment Management B.V. reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 284,231 shares of the electronics maker’s stock after selling 7,393 shares during the period. Achmea Investment Management B.V.’s holdings in Amphenol were worth $35,174,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in APH. Financial Management Professionals Inc. raised its holdings in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares during the last quarter. Alpine Bank Wealth Management acquired a new stake in shares of Amphenol during the third quarter worth $30,000. Riggs Asset Managment Co. Inc. raised its stake in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in Amphenol in the second quarter valued at $26,000. Finally, Evolution Wealth Management Inc. bought a new stake in Amphenol during the second quarter valued at $31,000. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol 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 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.67% of the company’s stock.

Amphenol Price Performance

APH stock opened at $135.10 on Wednesday. The stock has a market capitalization of $166.07 billion, a price-to-earnings ratio of 40.45, a PEG ratio of 1.45 and a beta of 1.20. The firm’s 50-day moving average price is $144.05 and its two-hundred day moving average price is $135.20. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share 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 company had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the business posted $0.55 earnings per share. Amphenol’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 analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The business 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 dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

Analyst Ratings Changes

Several research firms have recently weighed in on APH. Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Tuesday. Piper Sandler set a $165.00 target price on Amphenol in a research report on Tuesday. JPMorgan Chase & Co. raised their target price on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Truist Financial set a $182.00 target price on Amphenol in a report on Tuesday, January 13th. Finally, Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $152.36.

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.