Axiom Investors LLC DE Buys 1,023,282 Shares of Amphenol Corporation $APH

Axiom Investors LLC DE boosted its stake in Amphenol Corporation (NYSE:APH) by 34.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 3,994,417 shares of the electronics maker’s stock after buying an additional 1,023,282 shares during the period. Amphenol accounts for approximately 4.7% of Axiom Investors LLC DE’s holdings, making the stock its 8th largest position. Axiom Investors LLC DE’s holdings in Amphenol were worth $539,806,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. boosted its stake in Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after buying an additional 1,322,682 shares in the last quarter. State Street Corp boosted 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 buying an additional 676,797 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in Amphenol by 102.7% in the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after buying an additional 17,387,536 shares in the last quarter. Geode Capital Management LLC boosted its stake in Amphenol by 2.5% in the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after buying an additional 748,813 shares in the last quarter. Finally, Capital International Investors boosted its stake in Amphenol by 31.5% in the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock valued at $3,200,276,000 after buying an additional 5,674,225 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. UBS Group reaffirmed 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. Citigroup reaffirmed a “buy” rating and issued a $180.00 price target (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Jefferies Financial Group boosted their price objective on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 in the last ninety days. Insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Amphenol stock opened at $153.94 on Wednesday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The firm has a market cap of $189.39 billion, a P/E ratio of 44.24, a P/E/G ratio of 1.26 and a beta of 1.27. The business’s fifty day moving average is $138.04 and its two-hundred day moving average is $139.19. Amphenol Corporation has a 52 week low of $91.06 and a 52 week high of $167.04.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates 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%.The business’s revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s payout ratio is presently 28.74%.

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.