KBC Group NV Boosts Stock Position in Amphenol Corporation $APH

KBC Group NV boosted its position in Amphenol Corporation (NYSE:APH) by 28.0% in the 1st quarter, HoldingsChannel reports. The firm owned 1,287,679 shares of the electronics maker’s stock after purchasing an additional 281,563 shares during the period. KBC Group NV’s holdings in Amphenol were worth $162,698,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after buying an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP lifted its stake in shares of Amphenol by 9,435.8% during the fourth 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 during the period. State Street Corp lifted its stake in shares of Amphenol by 1.6% during the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after buying an additional 888,526 shares during the period. JPMorgan Chase & Co. boosted its position in Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after acquiring an additional 17,387,536 shares during the last quarter. Finally, Geode Capital Management LLC grew its stake in Amphenol by 2.5% in the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after acquiring an additional 748,813 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Stock Performance

Shares of APH stock opened at $151.03 on Monday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The firm has a market capitalization of $185.81 billion, a price-to-earnings ratio of 43.40, a price-to-earnings-growth ratio of 1.29 and a beta of 1.24. Amphenol Corporation has a one year low of $95.19 and a one year high of $178.52. The company has a 50 day moving average price of $149.80 and a 200 day moving average price of $144.06.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same quarter last year, the business earned $0.63 EPS. Amphenol’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. Sell-side analysts anticipate that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were issued a $0.25 dividend. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last ninety days. 1.42% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. UBS Group restated a “buy” rating and set a $185.00 price objective (up from $178.00) on shares of Amphenol in a report on Thursday, July 9th. JPMorgan Chase & Co. lifted their price objective on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Jefferies Financial Group upped their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Truist Financial increased their target price on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $186.00.

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.