BTC Capital Management Inc. Has $6.98 Million Stock Holdings in Amphenol Corporation $APH

BTC Capital Management Inc. lifted its position in Amphenol Corporation (NYSE:APH) by 516.6% during the 4th quarter, Holdings Channel reports. The firm owned 51,609 shares of the electronics maker’s stock after buying an additional 43,239 shares during the quarter. BTC Capital Management Inc.’s holdings in Amphenol were worth $6,979,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp grew its stake in Amphenol by 1.2% during the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after buying an additional 676,797 shares during the last quarter. Capital International Investors raised its stake 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 acquiring an additional 14,714,177 shares during the last quarter. Capital Research Global Investors raised its stake in shares of Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after acquiring an additional 8,021,284 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of Amphenol by 14.4% in the 3rd quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock worth $1,121,801,000 after acquiring an additional 1,143,513 shares in the last quarter. Finally, Legal & General Group Plc grew its position in Amphenol by 12.5% during the 3rd quarter. Legal & General Group Plc now owns 8,334,138 shares of the electronics maker’s stock worth $1,031,350,000 after acquiring an additional 928,994 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction dated 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 represents a 21.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on APH shares. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Evercore restated an “outperform” rating on shares of Amphenol in a report on Tuesday, March 17th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Jefferies Financial Group began coverage on shares of Amphenol in a research report on Tuesday. They set a “buy” rating and a $145.00 price target on the stock. Finally, JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Twelve investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $151.87.

Amphenol Stock Up 6.0%

NYSE:APH opened at $126.28 on Wednesday. The company has a market cap of $155.22 billion, a price-to-earnings ratio of 37.81, a P/E/G ratio of 1.26 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock’s fifty day moving average price is $139.90 and its two-hundred day moving average price is $136.10. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04.

Amphenol (NYSE:APH) last released 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 company had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period last year, the firm earned $0.55 EPS. The business’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. On average, analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

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