Banco Santander S.A. Acquires 13,364 Shares of Amphenol Corporation $APH

Banco Santander S.A. lifted its holdings in Amphenol Corporation (NYSE:APH) by 6.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 212,876 shares of the electronics maker’s stock after acquiring an additional 13,364 shares during the period. Banco Santander S.A.’s holdings in Amphenol were worth $28,768,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Tucker Asset Management LLC bought a new position in shares of Amphenol in the 4th quarter valued at about $26,000. Board of the Pension Protection Fund bought a new position in shares of Amphenol in the 4th quarter valued at about $27,000. Lloyd Advisory Services LLC. bought a new position in shares of Amphenol in the 4th quarter valued at about $29,000. Tacita Capital Inc lifted its holdings in shares of Amphenol by 145.6% in the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock valued at $30,000 after acquiring an additional 131 shares during the last quarter. Finally, Towne Trust Company N.A bought a new stake in Amphenol in the fourth quarter worth about $34,000. Institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on APH. Truist Financial raised their price objective on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. JPMorgan Chase & Co. raised their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Jefferies Financial Group raised their price objective on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. The Goldman Sachs Group raised their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Rothschild & Co Redburn raised their price objective on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Stock Performance

Shares of NYSE:APH opened at $153.97 on Friday. The firm has a market cap of $189.42 billion, a PE ratio of 44.24, a price-to-earnings-growth ratio of 1.33 and a beta of 1.27. The firm’s 50 day simple moving average is $139.70 and its 200-day simple moving average is $139.57. Amphenol Corporation has a one year low of $92.08 and a one year high of $167.04. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) 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 net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% compared to the same quarter last year. During the same period last year, the company posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Transactions at Amphenol

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

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.