Baader Bank Aktiengesellschaft reduced its stake in Amphenol Corporation (NYSE:APH – Free Report) by 50.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,159 shares of the electronics maker’s stock after selling 9,254 shares during the quarter. Baader Bank Aktiengesellschaft’s holdings in Amphenol were worth $1,135,000 at the end of the most recent reporting period.
A number of other institutional investors also recently made changes to their positions in APH. J. Stern & Co. LLP grew its position in shares of 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 valued at $10,374,670,000 after purchasing an additional 75,964,718 shares during the last quarter. Norges Bank acquired a new stake in Amphenol during the 4th quarter worth approximately $3,052,145,000. JPMorgan Chase & Co. lifted its holdings in 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. Jennison Associates LLC boosted its stake in Amphenol by 340.8% in the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after purchasing an additional 7,930,532 shares during the period. Finally, Capital International Investors grew its holdings in Amphenol by 31.5% in the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock valued at $3,200,276,000 after buying an additional 5,674,225 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.
Insiders Place Their Bets
In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders sold 130,775 shares of company stock valued at $18,709,350 over the last quarter. Company insiders own 1.42% of the company’s stock.
Amphenol Stock Down 0.5%
Amphenol (NYSE:APH – Get Free Report) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating 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 firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter last year, the business posted $0.63 EPS. The company’s 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. Research analysts forecast that Amphenol Corporation will post 4.87 EPS for the current fiscal year.
Amphenol Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were paid a $0.25 dividend. 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 28.74%.
Analysts Set New Price Targets
Several research analysts have weighed in on the company. Robert W. Baird set a $177.00 price objective on Amphenol in a research report on Thursday, April 30th. Jefferies Financial Group boosted their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. The Goldman Sachs Group upped their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Finally, Rothschild & Co Redburn boosted their price objective on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus price target of $186.00.
Get Our Latest Stock Report on Amphenol
About Amphenol
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.
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