National Pension Service Acquires 76,358 Shares of Amphenol Corporation $APH

National Pension Service boosted its holdings in shares of Amphenol Corporation (NYSE:APH) by 2.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 3,357,299 shares of the electronics maker’s stock after buying an additional 76,358 shares during the quarter. National Pension Service’s holdings in Amphenol were worth $415,466,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Geode Capital Management LLC increased its stake in shares of Amphenol by 8.4% in the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after purchasing an additional 2,217,079 shares in the last quarter. Norges Bank bought a new stake in Amphenol during the second quarter valued at about $2,104,244,000. Franklin Resources Inc. increased its position in Amphenol by 13.4% in the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after buying an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. raised its stake in shares of Amphenol by 1.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock worth $699,998,000 after buying an additional 133,966 shares during the period. Finally, Envestnet Asset Management Inc. lifted its position in shares of Amphenol by 3.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 5,883,759 shares of the electronics maker’s stock valued at $581,021,000 after buying an additional 210,551 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on APH shares. Barclays reissued an “overweight” rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a report on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. UBS Group reaffirmed a “buy” rating and issued a $174.00 target price (up previously from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. The Goldman Sachs Group reiterated a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. Finally, Robert W. Baird set a $139.00 price objective on Amphenol and gave the company an “outperform” rating in a research report on Friday, October 10th. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Price Performance

APH stock opened at $143.99 on Friday. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The firm has a market capitalization of $176.26 billion, a P/E ratio of 43.11, a price-to-earnings-growth ratio of 0.91 and a beta of 1.21. The company has a fifty day simple moving average of $141.43 and a two-hundred day simple moving average of $127.31. The company has a quick ratio of 1.52, a current ratio of 2.98 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 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company’s quarterly revenue was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Insider Activity at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 258,000 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total value of $36,945,600.00. Following the transaction, the chief financial officer directly owned 167,695 shares in the company, valued at $24,013,924. This represents a 60.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The SEC filing for this sale provides additional information. Insiders sold a total of 498,076 shares of company stock worth $70,996,906 in the last quarter. 1.67% of the stock is owned by company insiders.

Key Stories Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

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.