Diversified Trust Co Has $1.87 Million Stock Position in Amphenol Corporation $APH

Diversified Trust Co trimmed its stake in Amphenol Corporation (NYSE:APH) by 17.4% in the first quarter, Holdings Channel reports. The firm owned 14,777 shares of the electronics maker’s stock after selling 3,122 shares during the quarter. Diversified Trust Co’s holdings in Amphenol were worth $1,867,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. J. Stern & Co. LLP increased its holdings in Amphenol by 9,435.8% during the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after buying an additional 75,964,718 shares during the last quarter. Norges Bank bought a new position in shares of Amphenol in the 4th quarter valued at about $3,052,145,000. JPMorgan Chase & Co. increased its stake in shares of Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares during the last quarter. Capital International Investors raised its holdings in shares of Amphenol by 446.9% in the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Finally, Capital Research Global Investors lifted its stake in Amphenol by 106.9% in the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after purchasing an additional 8,021,284 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 1.5%

NYSE APH opened at $166.38 on Tuesday. The company has a market cap of $204.69 billion, a price-to-earnings ratio of 47.81, a PEG ratio of 1.44 and a beta of 1.27. Amphenol Corporation has a 1-year low of $92.98 and a 1-year high of $168.75. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The company has a 50 day moving average of $143.50 and a 200-day moving average of $140.55.

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 firm 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 company’s revenue was up 58.4% on a year-over-year basis. During the same quarter last year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business 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 $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s payout ratio is 28.74%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Jefferies Financial Group lifted their target price on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. 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. BNP Paribas Exane raised their price target on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Finally, The Goldman Sachs Group lifted their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $178.07.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 over the last three months. Corporate insiders own 1.42% of the company’s stock.

Amphenol 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.