Nippon Life Global Investors Americas Inc. Boosts Stock Position in Amphenol Corporation $APH

Nippon Life Global Investors Americas Inc. grew its stake in Amphenol Corporation (NYSE:APH) by 164.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 395,060 shares of the electronics maker’s stock after purchasing an additional 245,880 shares during the period. Amphenol makes up approximately 2.1% of Nippon Life Global Investors Americas Inc.’s portfolio, making the stock its 14th biggest holding. Nippon Life Global Investors Americas Inc.’s holdings in Amphenol were worth $48,944,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of APH. Brighton Jones LLC raised its position in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC lifted its position in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares during the period. Wealth Enhancement Advisory Services LLC boosted its holdings in Amphenol by 4.4% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 254,418 shares of the electronics maker’s stock valued at $25,304,000 after purchasing an additional 10,653 shares in the last quarter. Finally, Charter Oak Capital Management LLC purchased a new position in shares of Amphenol during the 2nd quarter worth approximately $256,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on APH shares. Bank of America upgraded Amphenol from a “neutral” rating to a “buy” rating and lifted their price target for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th. Evercore ISI upped their price target on shares of Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 7th. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a report on Thursday, October 23rd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $146.46.

Amphenol Stock Up 0.2%

APH stock opened at $154.57 on Friday. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The company’s 50 day simple moving average is $138.10 and its 200-day simple moving average is $123.73. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $156.28. The firm has a market capitalization of $189.20 billion, a PE ratio of 51.52, a P/E/G ratio of 0.99 and a beta of 1.21.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. The firm had revenue of $6.19 billion for the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.Amphenol’s revenue was up 53.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. Equities analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, December 16th. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s dividend payout ratio is presently 33.33%.

Insider Buying and Selling

In other Amphenol news, CFO Craig A. Lampo sold 258,000 shares of the firm’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the sale, the chief financial officer directly owned 167,695 shares of the company’s stock, valued at $24,013,924. This trade represents a 60.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Lance E. D’amico sold 120,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $140.01, for a total transaction of $16,801,200.00. Following the completion of the transaction, the vice president directly owned 76,400 shares of the company’s stock, valued at approximately $10,696,764. This represents a 61.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,063,194 shares of company stock worth $148,244,445 in the last 90 days. 1.67% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts and screens suggest Amphenol is likely to beat upcoming earnings again — the company has a strong surprise history and the key inputs (revenue momentum, pricing/volume leverage) line up for another upside to estimates. Why Amphenol (APH) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Multiple pieces point to Amphenol as a top long‑term growth stock on strong seculars (data centers, telecom, industrial), supported by Zacks style scores and recurring revenue mix. Why Amphenol (APH) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Market commentary ties the recent rally to surging AI/data‑center spending — Amphenol’s fiber‑optic connectors and cables are seeing accelerated demand, helping push the stock to a 52‑week high. Amphenol Corporation (APH) Surged Following the Demand Uptick
• Positive Sentiment: Coverage comparing data‑center infrastructure names favors Amphenol for upside given its IT datacom growth and investments (e.g., liquid‑cooling components), highlighting relative upside vs. peers. VRT vs. APH: Which Data-Center Infrastructure Stock Is the Better Buy?
• Neutral Sentiment: Company announced details of an open offer for ADC India Communications Limited — a corporate-action update that may affect regional exposure but is not clearly material to near‑term U.S. EPS guidance. Amphenol Announces Details of Open Offer for ADC India Communications Limited
• Neutral Sentiment: Several commentary pieces (MSN, InsiderMonkey, IBD) recap the same themes — AI/data‑center demand and strong sales — amplifying market attention but adding limited new fundamental information. Data Center Play Spikes To Highs After 95% Annual Surge Amid AI Boom

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.