Amphenol Corporation $APH Shares Bought by ABN Amro Investment Solutions

ABN Amro Investment Solutions grew its holdings in Amphenol Corporation (NYSE:APH) by 16.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 53,550 shares of the electronics maker’s stock after acquiring an additional 7,488 shares during the period. ABN Amro Investment Solutions’ holdings in Amphenol were worth $6,766,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Capital Advisors Inc. OK raised its position in Amphenol by 3.4% in the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 68 shares during the period. Canvas Wealth Advisors LLC boosted its position in shares of Amphenol by 3.5% in the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after buying an additional 70 shares during the period. LOM Asset Management Ltd boosted its position in shares of Amphenol by 16.3% in the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after buying an additional 70 shares during the period. Sachetta LLC grew its stake in shares of Amphenol by 14.9% in the first quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock valued at $69,000 after buying an additional 71 shares in the last quarter. Finally, Seeds Investor LLC raised its holdings in shares of Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after buying an additional 72 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Stock Performance

Shares of APH opened at $157.78 on Thursday. The firm has a market cap of $194.11 billion, a price-to-earnings ratio of 45.34, a PEG ratio of 1.35 and a beta of 1.24. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The business’s 50 day moving average is $151.63 and its two-hundred day moving average is $144.48. Amphenol Corporation has a 52-week low of $95.19 and a 52-week high of $178.52.

Amphenol (NYSE:APH) last issued its quarterly earnings results 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. The business had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business’s revenue was up 58.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts forecast that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. Amphenol’s payout ratio is presently 28.74%.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated 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 in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In the last quarter, insiders have sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on APH shares. UBS Group reissued a “buy” rating and set a $185.00 price target (up from $178.00) on shares of Amphenol in a research report on Thursday, July 9th. Zacks Research upgraded shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. Citigroup reissued a “buy” rating and set a $195.00 target price (up from $180.00) on shares of Amphenol in a research report on Monday, July 13th. Barclays restated an “overweight” rating and issued a $200.00 target price (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. Finally, BNP Paribas Exane lifted their price target on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $186.00.

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.