Capital Group Private Client Services Inc. Grows Holdings in Amphenol Corporation $APH

Capital Group Private Client Services Inc. grew its position in Amphenol Corporation (NYSE:APH) by 129.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 40,700 shares of the electronics maker’s stock after acquiring an additional 22,992 shares during the period. Capital Group Private Client Services Inc.’s holdings in Amphenol were worth $5,500,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Capital Advisors Inc. OK boosted its holdings in Amphenol by 3.4% in the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after buying an additional 68 shares during the period. Canvas Wealth Advisors LLC boosted its stake in shares of Amphenol by 3.5% in the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 70 shares during the period. LOM Asset Management Ltd grew its position in shares of Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after purchasing an additional 70 shares in the last quarter. Seeds Investor LLC grew its position in shares of Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after purchasing an additional 72 shares in the last quarter. Finally, Procyon Advisors LLC raised its stake in Amphenol by 2.6% during the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after purchasing an additional 74 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. In the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Analysts Set New Price Targets

APH has been the subject of several recent analyst reports. UBS Group restated a “buy” rating and issued a $178.00 price target (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Evercore restated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Piper Sandler set a $165.00 target price on shares of Amphenol in a research note on Tuesday, March 17th. Finally, Robert W. Baird set a $177.00 price target on shares of Amphenol in a research note on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $176.87.

Amphenol Trading Up 0.0%

Shares of APH stock opened at $138.84 on Monday. The company has a market cap of $170.80 billion, a PE ratio of 39.90, a price-to-earnings-growth ratio of 1.22 and a beta of 1.27. Amphenol Corporation has a 1 year low of $91.06 and a 1 year high of $167.04. The stock’s 50 day simple moving average is $137.03 and its two-hundred day simple moving average is $138.99. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s quarterly revenue was up 58.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s payout ratio is currently 28.74%.

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.