Amphenol Corporation $APH Shares Acquired by Andra AP fonden

Andra AP fonden increased its holdings in shares of Amphenol Corporation (NYSE:APH) by 96.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 239,588 shares of the electronics maker’s stock after acquiring an additional 117,453 shares during the quarter. Andra AP fonden’s holdings in Amphenol were worth $30,272,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Wilkerson Advisory Group LLC lifted its holdings in shares of Amphenol by 57.4% in the 1st quarter. Wilkerson Advisory Group LLC now owns 233 shares of the electronics maker’s stock worth $29,000 after purchasing an additional 85 shares during the last quarter. Summit Global Investments grew its position in shares of Amphenol by 6.3% during the first quarter. Summit Global Investments now owns 25,180 shares of the electronics maker’s stock worth $3,181,000 after acquiring an additional 1,497 shares during the last quarter. Cassaday & Co Wealth Management LLC bought a new position in shares of Amphenol during the first quarter worth about $74,000. Alpha Zero LLC increased its holdings in shares of Amphenol by 7.4% in the 1st quarter. Alpha Zero LLC now owns 6,588 shares of the electronics maker’s stock worth $832,000 after acquiring an additional 456 shares during the period. Finally, Johnson Financial Group Inc. lifted its position in Amphenol by 15.8% in the 1st quarter. Johnson Financial Group Inc. now owns 57,330 shares of the electronics maker’s stock valued at $7,258,000 after purchasing an additional 7,813 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Barclays reissued an “overweight” rating and set a $200.00 target price (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. Robert W. Baird set a $177.00 price target on Amphenol in a report on Thursday, April 30th. JPMorgan Chase & Co. lifted their target price on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. The Goldman Sachs Group increased their price target on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, 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. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $186.00.

Amphenol Price Performance

NYSE APH opened at $150.50 on Tuesday. Amphenol Corporation has a 12 month low of $95.19 and a 12 month high of $178.52. The firm has a market capitalization of $185.15 billion, a PE ratio of 43.25, a P/E/G ratio of 1.29 and a beta of 1.24. The company’s 50 day simple moving average is $150.36 and its 200 day simple moving average is $144.16. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts forecast that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were paid a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last ninety days. Company 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.