Mitsubishi UFJ Asset Management Co. Ltd. Has $312.72 Million Stake in Amphenol Corporation $APH

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Amphenol Corporation (NYSE:APH) by 5.4% during the 3rd quarter, Holdings Channel reports. The firm owned 2,526,625 shares of the electronics maker’s stock after buying an additional 130,211 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Amphenol were worth $312,717,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in APH. Norges Bank acquired a new position in Amphenol in the second quarter valued at approximately $2,104,244,000. Holocene Advisors LP grew its holdings in shares of Amphenol by 201.2% during the second quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock worth $381,909,000 after buying an additional 2,583,628 shares in the last quarter. Jennison Associates LLC acquired a new stake in Amphenol in the 3rd quarter valued at $287,947,000. Geode Capital Management LLC grew its stake in Amphenol by 8.4% in the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock valued at $2,804,338,000 after purchasing an additional 2,217,079 shares in the last quarter. Finally, 1832 Asset Management L.P. raised its position in Amphenol by 8,384.3% during the second quarter. 1832 Asset Management L.P. now owns 1,802,819 shares of the electronics maker’s stock worth $178,028,000 after acquiring an additional 1,781,570 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Amphenol Trading Up 0.7%

Shares of APH stock opened at $152.57 on Thursday. The company has a market cap of $187.54 billion, a P/E ratio of 45.68, a PEG ratio of 1.60 and a beta of 1.20. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock has a 50 day simple moving average of $144.28 and a two-hundred day simple moving average of $132.48.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. Amphenol’s quarterly revenue was up 49.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be paid a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Insider Transactions at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on APH. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research report on Friday, January 9th. Truist Financial set a $182.00 price target on shares of Amphenol in a report on Tuesday, January 13th. Evercore reissued an “outperform” rating and set a $165.00 target price on shares of Amphenol in a research note on Tuesday, January 20th. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Finally, Citigroup lifted their price target on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

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.