Banque Cantonale Vaudoise Has $3.58 Million Stake in Amphenol Corporation $APH

Banque Cantonale Vaudoise boosted its holdings in Amphenol Corporation (NYSE:APH) by 24.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,332 shares of the electronics maker’s stock after buying an additional 5,552 shares during the period. Banque Cantonale Vaudoise’s holdings in Amphenol were worth $3,580,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. raised its holdings in Amphenol by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after purchasing an additional 1,322,682 shares during the period. J. Stern & Co. LLP grew its holdings in shares of Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after buying an additional 75,964,718 shares during the period. State Street Corp increased its position in shares of Amphenol by 1.6% in the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after buying an additional 888,526 shares in the last quarter. JPMorgan Chase & Co. increased its position in shares of 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. Finally, Geode Capital Management LLC raised its stake in Amphenol by 2.5% during the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after buying an additional 748,813 shares during the period. 97.01% of the stock is owned by institutional investors.

Amphenol Stock Performance

Shares of Amphenol stock opened at $165.04 on Friday. 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 cap of $203.04 billion, a price-to-earnings ratio of 47.43, a price-to-earnings-growth ratio of 1.42 and a beta of 1.27. The stock’s 50-day moving average is $144.55 and its 200-day moving average is $141.04. Amphenol Corporation has a one year low of $95.19 and a one year high of $168.75.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same period last year, the company earned $0.63 earnings per share. Amphenol’s quarterly revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts predict that Amphenol Corporation will post 4.78 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. 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 dividend payout ratio (DPR) is 28.74%.

Insider Activity 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 shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last 90 days. Insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Piper Sandler set a $165.00 target price on Amphenol in a report on Tuesday, March 17th. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. UBS Group reiterated a “buy” rating and issued a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Barclays reissued an “overweight” rating and set a $198.00 target price on shares of Amphenol in a research note on Monday, June 8th. Finally, Jefferies Financial Group raised their target price on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and one has given 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 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.