Arbejdsmarkedets Tillaegspension Acquires 29,911 Shares of Amphenol Corporation $APH

Arbejdsmarkedets Tillaegspension increased its stake in shares of Amphenol Corporation (NYSE:APH) by 17.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 198,004 shares of the electronics maker’s stock after buying an additional 29,911 shares during the period. Arbejdsmarkedets Tillaegspension’s holdings in Amphenol were worth $25,018,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in APH. Generali Asset Management SPA SGR grew its position in shares of Amphenol by 20.2% during the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after buying an additional 14,612 shares during the period. Praxis Investment Management Inc. lifted its holdings in Amphenol by 86.3% in the fourth 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 period. Principal Financial Group Inc. boosted its stake in Amphenol by 2.6% in the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after acquiring an additional 70,938 shares during the last quarter. CGN Advisors LLC bought a new position in Amphenol in the fourth quarter valued at approximately $1,592,000. Finally, Global Retirement Partners LLC grew its holdings in Amphenol by 110.5% during the 4th quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after acquiring an additional 9,812 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on APH shares. The Goldman Sachs Group increased their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Truist Financial upped their price objective on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Seaport Research Partners restated a “buy” rating and set a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Jefferies Financial Group boosted their target price on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, BNP Paribas Exane boosted their price objective on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $186.00.

Amphenol Trading Down 1.9%

NYSE APH opened at $156.06 on Tuesday. Amphenol Corporation has a one year low of $95.19 and a one year high of $178.52. 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 $191.99 billion, a P/E ratio of 44.85, a P/E/G ratio of 1.39 and a beta of 1.24. The stock’s 50-day moving average is $148.18 and its 200-day moving average is $143.57.

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. 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 analyst estimates of $7.08 billion. During the same period in the previous year, the firm earned $0.63 EPS. Amphenol’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently declared 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. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio is 28.74%.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on 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 completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 over the last ninety days. 1.42% of the stock is owned by corporate insiders.

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.