Chilton Investment Co. Inc. boosted its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 0.4% during the third quarter, Holdings Channel reports. The fund owned 1,457,640 shares of the electronics maker’s stock after purchasing an additional 6,216 shares during the period. Amphenol makes up 3.7% of Chilton Investment Co. Inc.’s holdings, making the stock its 8th largest holding. Chilton Investment Co. Inc.’s holdings in Amphenol were worth $180,383,000 at the end of the most recent quarter.
Other hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Amphenol in the second quarter valued at $2,104,244,000. Capital International Investors lifted its stake in shares of Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after buying an additional 14,714,177 shares during the last quarter. Capital Research Global Investors lifted its stake in shares of Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after buying an additional 8,021,284 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Amphenol by 693.9% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after buying an additional 6,362,533 shares during the period. Finally, Holocene Advisors LP grew its stake in Amphenol by 201.2% in the 2nd quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after buying an additional 2,583,628 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.
Insider Buying and Selling at Amphenol
In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 1.67% of the company’s stock.
Amphenol Stock Performance
Amphenol (NYSE:APH – Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $6.44 billion during 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%. The firm’s quarterly revenue was up 49.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.
Amphenol Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is currently 29.94%.
Wall Street Analyst Weigh In
Several research firms have weighed in on APH. Citigroup increased their price target on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Evercore reissued an “outperform” rating and set a $165.00 price target on shares of Amphenol in a report on Tuesday, January 20th. Finally, Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and a consensus price target of $151.38.
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.
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