AEGON ASSET MANAGEMENT UK Plc Sells 7,960 Shares of Amphenol Corporation $APH

AEGON ASSET MANAGEMENT UK Plc reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 3.0% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 260,684 shares of the electronics maker’s stock after selling 7,960 shares during the quarter. AEGON ASSET MANAGEMENT UK Plc’s holdings in Amphenol were worth $32,932,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of APH. Vermillion & White Wealth Management Group LLC boosted its stake in Amphenol by 163.8% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 113 shares during the last quarter. Riggs Asset Managment Co. Inc. grew its holdings in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the period. Tucker Asset Management LLC bought a new stake in Amphenol in the fourth quarter valued at approximately $26,000. Board of the Pension Protection Fund acquired a new stake in Amphenol in the fourth quarter worth $27,000. Finally, Lloyd Advisory Services LLC. acquired a new stake in Amphenol in the fourth quarter worth $29,000. 97.01% of the stock is owned by institutional investors.

Amphenol Stock Performance

Shares of APH opened at $164.23 on Friday. The firm has a market cap of $202.05 billion, a P/E ratio of 47.19, a PEG ratio of 1.44 and a beta of 1.27. Amphenol Corporation has a twelve month low of $92.98 and a twelve month high of $167.04. 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 firm’s 50 day moving average price is $142.92 and its two-hundred day moving average price is $140.36.

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, topping the consensus estimate of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the prior year, the firm earned $0.63 earnings per share. The firm’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. On average, analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on APH shares. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Jefferies Financial Group raised their price objective on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Rothschild & Co Redburn lifted their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Robert W. Baird set a $177.00 target price on Amphenol in a research note on Thursday, April 30th. Finally, Truist Financial increased their price target on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $178.07.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the 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 completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by corporate insiders.

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.