Kepler Cheuvreux Suisse SA Takes $43.48 Million Position in Amphenol Corporation $APH

Kepler Cheuvreux Suisse SA purchased a new position in Amphenol Corporation (NYSE:APH) in the third quarter, Holdings Channel reports. The fund purchased 351,385 shares of the electronics maker’s stock, valued at approximately $43,484,000. Amphenol accounts for approximately 2.4% of Kepler Cheuvreux Suisse SA’s investment portfolio, making the stock its 6th biggest holding.

Several other hedge funds and other institutional investors have also recently bought and sold shares of APH. Financial Management Professionals Inc. grew its position in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. raised its position in shares of Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares in the last quarter. Howard Hughes Medical Institute bought a new position in Amphenol during the second quarter worth $26,000. Alpine Bank Wealth Management bought a new position in Amphenol during the third quarter worth $30,000. Finally, Evolution Wealth Management Inc. acquired a new position in Amphenol in the second quarter worth $31,000. 97.01% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer 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 transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 1.67% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of research reports. US Capital Advisors set a $165.00 target price on shares of Amphenol in a report on Friday, January 9th. Barclays reaffirmed an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Finally, Citigroup upped their target price on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Stock Performance

Shares of NYSE APH opened at $136.80 on Wednesday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The company has a market cap of $168.16 billion, a PE ratio of 40.96, a P/E/G ratio of 1.44 and a beta of 1.20. The stock has a 50 day simple moving average of $144.44 and a 200-day simple moving average of $134.35. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08.

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

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is currently 29.94%.

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.