BI Asset Management Fondsmaeglerselskab A S Has $37.44 Million Stake in Amphenol Corporation $APH

BI Asset Management Fondsmaeglerselskab A S lifted its stake in Amphenol Corporation (NYSE:APH) by 56.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 296,328 shares of the electronics maker’s stock after purchasing an additional 106,521 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Amphenol were worth $37,441,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Vermillion & White Wealth Management Group LLC grew its holdings in shares of 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 purchasing an additional 113 shares in the last quarter. Riggs Asset Managment Co. Inc. raised its stake in Amphenol by 200.0% in 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 in the last quarter. Tucker Asset Management LLC acquired a new position in Amphenol in the fourth quarter valued at about $26,000. Board of the Pension Protection Fund bought a new stake in Amphenol during the fourth quarter worth about $27,000. Finally, Lloyd Advisory Services LLC. acquired a new stake in Amphenol during the fourth quarter worth about $29,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Over the last ninety days, insiders have sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. The Goldman Sachs Group raised their target price on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and set a $198.00 price target on shares of Amphenol in a report on Monday, June 8th. BNP Paribas Exane increased their price target on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Finally, UBS Group restated a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Fourteen research 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 company currently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Stock Performance

Amphenol stock opened at $164.23 on Friday. 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 stock has a market cap of $202.05 billion, a PE ratio of 47.19, a P/E/G ratio of 1.44 and a beta of 1.27. Amphenol Corporation has a 12-month low of $92.98 and a 12-month high of $167.04. The business’s 50-day moving average price is $142.92 and its two-hundred day moving average price is $140.36.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the prior year, the business earned $0.63 earnings per share. The business’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. As a group, analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

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.