E. Ohman J or Asset Management AB Acquires New Shares in Amphenol Corporation $APH

E. Ohman J or Asset Management AB bought a new position in shares of Amphenol Corporation (NYSE:APH) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 30,185 shares of the electronics maker’s stock, valued at approximately $4,079,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp grew its stake in Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after acquiring an additional 676,797 shares during the last quarter. Norges Bank acquired a new position in Amphenol during the second quarter worth about $2,104,244,000. Capital International Investors lifted its holdings in shares of Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Capital Research Global Investors increased its stake in shares of Amphenol by 106.9% during the 3rd 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 in the last quarter. Finally, Invesco Ltd. raised its position in shares of Amphenol by 14.4% during the 3rd quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock worth $1,121,801,000 after purchasing an additional 1,143,513 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Ratings Changes

APH has been the topic of a number of analyst reports. Piper Sandler set a $165.00 target price on Amphenol in a report on Tuesday, March 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Citigroup lifted their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 price target on shares of Amphenol in a report on Thursday, January 15th. Eleven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and a consensus target price of $152.36.

Amphenol Stock Up 3.0%

Shares of NYSE:APH opened at $130.55 on Tuesday. 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 has a market cap of $160.47 billion, a price-to-earnings ratio of 39.09, a PEG ratio of 1.34 and a beta of 1.20. The stock’s 50-day moving average price is $143.16 and its two-hundred day moving average price is $135.73. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping 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 for the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the firm posted $0.55 EPS. The company’s revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend 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%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction on 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 completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. 1.67% of the stock is currently owned by insiders.

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.