Reflection Asset Management Invests $1.97 Million in Amphenol Corporation $APH

Reflection Asset Management bought a new stake in Amphenol Corporation (NYSE:APH) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 14,561 shares of the electronics maker’s stock, valued at approximately $1,968,000. Amphenol accounts for about 1.4% of Reflection Asset Management’s portfolio, making the stock its 15th biggest holding.

Other hedge funds have also recently added to or reduced their stakes in the company. J. Stern & Co. LLP grew its position in Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after buying an additional 75,964,718 shares in the last quarter. Norges Bank acquired a new stake in shares of Amphenol in the 4th quarter worth approximately $3,052,145,000. JPMorgan Chase & Co. boosted its holdings in shares of Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after acquiring an additional 17,387,536 shares in the last quarter. Capital International Investors increased its stake in shares of Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the period. Finally, Capital Research Global Investors raised its holdings in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last three months. Corporate insiders own 1.42% of the company’s stock.

Amphenol Price Performance

APH opened at $164.23 on Friday. The stock has a fifty day moving average of $142.92 and a 200-day moving average of $140.36. The firm has a market capitalization of $202.05 billion, a P/E ratio of 47.19, a PEG 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 company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the previous year, the business posted $0.63 EPS. The business’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

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

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on APH. BNP Paribas Exane lifted their price target on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. Truist Financial upped their price objective on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Rothschild & Co Redburn raised their target price on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Piper Sandler set a $165.00 price target on shares of Amphenol in a research report on Tuesday, March 17th. Finally, Jefferies Financial Group upped their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

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.