Epoch Investment Partners Inc. Sells 18,885 Shares of Amphenol Corporation $APH

Epoch Investment Partners Inc. cut its holdings in Amphenol Corporation (NYSE:APH) by 10.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 159,252 shares of the electronics maker’s stock after selling 18,885 shares during the period. Epoch Investment Partners Inc.’s holdings in Amphenol were worth $21,521,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Generali Asset Management SPA SGR raised its stake in Amphenol by 20.2% during the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares during the last quarter. Regents Gate Capital LLP raised its stake in Amphenol by 54.8% during the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares during the last quarter. Praxis Investment Management Inc. raised its stake in Amphenol by 86.3% during the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after buying an additional 12,502 shares during the last quarter. Principal Financial Group Inc. raised its stake in Amphenol by 2.6% during the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after buying an additional 70,938 shares during the last quarter. Finally, CGN Advisors LLC purchased a new stake in Amphenol during the 4th quarter valued at $1,592,000. 97.01% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on APH shares. Piper Sandler set a $165.00 target price on shares of Amphenol in a research note on Tuesday, March 17th. The Goldman Sachs Group boosted their target price on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Jefferies Financial Group boosted their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Barclays reiterated an “overweight” rating and set a $198.00 target price on shares of Amphenol in a research note on Monday, June 8th. Finally, Seaport Research Partners restated a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $178.07.

Amphenol Trading Up 0.1%

NYSE:APH opened at $153.97 on Monday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The firm has a market capitalization of $189.42 billion, a price-to-earnings ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. Amphenol Corporation has a one year low of $92.08 and a one year high of $167.04. The business has a fifty day moving average price of $139.70 and a 200-day moving average price of $139.58.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. The firm had revenue of $7.62 billion during 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 revenue was up 58.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts forecast that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

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

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Over the last ninety days, insiders have sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% of the company’s stock.

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.