AIA Group Ltd Buys 41,187 Shares of Amphenol Corporation $APH

AIA Group Ltd boosted its stake in Amphenol Corporation (NYSE:APH) by 419.3% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 51,010 shares of the electronics maker’s stock after purchasing an additional 41,187 shares during the quarter. AIA Group Ltd’s holdings in Amphenol were worth $6,312,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Swiss Life Asset Management Ltd grew its holdings in Amphenol by 13.3% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 298,958 shares of the electronics maker’s stock valued at $36,996,000 after buying an additional 35,037 shares in the last quarter. Groupama Asset Managment raised its holdings in shares of Amphenol by 112.5% during the 3rd quarter. Groupama Asset Managment now owns 27,261 shares of the electronics maker’s stock worth $3,374,000 after acquiring an additional 14,433 shares in the last quarter. Cambria Investment Management L.P. bought a new position in shares of Amphenol during the 3rd quarter valued at approximately $559,000. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Amphenol in the third quarter valued at $40,000. Finally, Fulcrum Asset Management LLP grew its holdings in shares of Amphenol by 261.3% in the third quarter. Fulcrum Asset Management LLP now owns 12,805 shares of the electronics maker’s stock valued at $1,585,000 after purchasing an additional 9,261 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.67% of the company’s stock.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of recent research reports. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. US Capital Advisors set a $165.00 target price on shares of Amphenol in a report on Friday, January 9th. Truist Financial set a $182.00 target price on shares of Amphenol in a research report on Tuesday, January 13th. The Goldman Sachs Group reiterated a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research report on Thursday, January 15th. Finally, Evercore reissued an “outperform” rating on shares of Amphenol in a research note on Tuesday. 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 company has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Amphenol Price Performance

Shares of APH stock opened at $127.86 on Thursday. The company has a market capitalization of $157.17 billion, a P/E ratio of 38.28, a P/E/G ratio of 1.43 and a beta of 1.20. The company’s 50-day simple moving average is $143.83 and its two-hundred day simple moving average is $135.15. Amphenol Corporation has a one year low of $56.45 and a one year 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.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The company’s revenue was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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 EPS for the current year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. Amphenol’s payout ratio is currently 29.94%.

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.