SEB Asset Management AB Invests $16.23 Million in Amphenol Corporation $APH

SEB Asset Management AB bought a new stake in Amphenol Corporation (NYSE:APH) in the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 128,412 shares of the electronics maker’s stock, valued at approximately $16,225,000.

A number of other large investors also recently made changes to their positions in the company. Vermillion & White Wealth Management Group LLC increased its stake in Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after buying an additional 113 shares during the last quarter. Tucker Asset Management LLC purchased a new position in shares of Amphenol in the 4th quarter worth approximately $26,000. Lloyd Advisory Services LLC. bought a new position in shares of Amphenol in the fourth quarter valued at approximately $29,000. HHM Wealth Advisors LLC bought a new position in shares of Amphenol in the first quarter valued at approximately $27,000. Finally, Tacita Capital Inc increased its position in shares of Amphenol by 145.6% during the fourth quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock valued at $30,000 after acquiring an additional 131 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Analysts Set New Price Targets

APH has been the topic of several research analyst reports. Bank of America boosted their price objective on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Jefferies Financial Group lifted their target price on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Barclays restated an “overweight” rating and set a $200.00 price target (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. Finally, Robert W. Baird set a $177.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average price target of $186.00.

Amphenol Price Performance

Shares of NYSE APH opened at $150.50 on Tuesday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The stock has a fifty day simple moving average of $150.36 and a two-hundred day simple moving average of $144.16. Amphenol Corporation has a 1-year low of $95.19 and a 1-year high of $178.52. The firm has a market cap of $185.15 billion, a price-to-earnings ratio of 43.25, a price-to-earnings-growth ratio of 1.29 and a beta of 1.24.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) 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 firm had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the company posted $0.63 earnings per share. The business’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts anticipate that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Dividend Announcement

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

Insider Buying and Selling

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 shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, 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 document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last quarter. 1.42% of the stock is owned by corporate insiders.

About Amphenol

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.