Assetmark Inc. Purchases 155,644 Shares of Amphenol Corporation $APH

Assetmark Inc. lifted its position in Amphenol Corporation (NYSE:APH) by 280.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 211,138 shares of the electronics maker’s stock after buying an additional 155,644 shares during the period. Assetmark Inc.’s holdings in Amphenol were worth $26,677,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. J. Stern & Co. LLP grew its holdings in Amphenol by 9,435.8% in 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 purchasing an additional 75,964,718 shares during the last quarter. Norges Bank purchased a new stake in shares of Amphenol during the 4th quarter valued at $3,052,145,000. JPMorgan Chase & Co. boosted 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 worth $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Jennison Associates LLC boosted its position in shares of Amphenol by 340.8% in the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after purchasing an additional 7,930,532 shares in the last quarter. Finally, Capital International Investors grew its stake in Amphenol by 31.5% during the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after buying an additional 5,674,225 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the company’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 directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This represents a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. In the last ninety days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol Stock Down 1.4%

Amphenol stock opened at $151.03 on Friday. The business’s 50-day simple moving average is $149.80 and its two-hundred day simple moving average is $144.01. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The company has a market cap of $185.81 billion, a PE ratio of 43.40, a PEG ratio of 1.30 and a beta of 1.24. Amphenol Corporation has a fifty-two week low of $95.19 and a fifty-two week high of $178.52.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same period last year, the business posted $0.63 earnings per share. The company’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts anticipate that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s payout ratio is presently 28.74%.

Analyst Ratings Changes

A number of research firms have commented on APH. UBS Group reiterated a “buy” rating and issued a $185.00 price target (up from $178.00) on shares of Amphenol in a research note on Thursday, July 9th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Barclays reaffirmed an “overweight” rating and issued a $200.00 price objective (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. Truist Financial lifted their target price 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. Finally, Rothschild & Co Redburn boosted their target price on shares of Amphenol from $160.00 to $172.00 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’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $186.00.

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.