Amphenol Corporation $APH Shares Bought by Aberdeen Group plc

Aberdeen Group plc increased its position in shares of Amphenol Corporation (NYSE:APH) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,026,818 shares of the electronics maker’s stock after acquiring an additional 9,538 shares during the quarter. Aberdeen Group plc owned approximately 0.08% of Amphenol worth $138,764,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of APH. Capital International Investors increased its stake in shares of Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the last quarter. Capital Research Global Investors increased its position in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in Amphenol by 693.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after purchasing an additional 6,362,533 shares during the period. Lone Pine Capital LLC purchased a new position in Amphenol during the third quarter worth approximately $374,125,000. Finally, Holocene Advisors LP boosted its holdings in shares of Amphenol by 201.2% in the 2nd quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after purchasing an additional 2,583,628 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Amphenol

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. Company insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on APH. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Jefferies Financial Group began coverage on Amphenol in a research report on Tuesday. They set a “buy” rating and a $145.00 price target for the company. Evercore restated an “outperform” rating on shares of Amphenol in a report on Tuesday, March 17th. Finally, Piper Sandler set a $165.00 price objective on Amphenol in a research note on Tuesday, March 17th. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $151.87.

Amphenol Trading Up 0.3%

APH opened at $128.05 on Friday. The firm’s 50 day moving average is $138.88 and its 200-day moving average is $135.99. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The firm has a market capitalization of $157.40 billion, a P/E ratio of 38.34, a P/E/G ratio of 1.35 and a beta of 1.25.

Amphenol (NYSE:APH) last announced its 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. 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 the consensus estimate of $6.19 billion. During the same period in the prior year, the firm earned $0.55 earnings per share. The business’s quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts expect 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. Stockholders 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 dividend yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

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.