Impax Asset Management Group plc Sells 343,020 Shares of Amphenol Corporation $APH

Impax Asset Management Group plc cut its holdings in Amphenol Corporation (NYSE:APH) by 23.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,116,115 shares of the electronics maker’s stock after selling 343,020 shares during the quarter. Impax Asset Management Group plc’s holdings in Amphenol were worth $138,119,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares during the period. Revolve Wealth Partners LLC increased its holdings in Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC increased its holdings in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares in the last quarter. Concurrent Investment Advisors LLC raised its stake in shares of Amphenol by 5.8% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 18,538 shares of the electronics maker’s stock valued at $1,831,000 after purchasing an additional 1,011 shares during the period. Finally, CWM LLC lifted its holdings in shares of Amphenol by 12.3% in the second quarter. CWM LLC now owns 116,712 shares of the electronics maker’s stock valued at $11,525,000 after purchasing an additional 12,748 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Price Performance

Shares of NYSE APH opened at $144.21 on Wednesday. The business has a fifty day moving average price of $141.42 and a two-hundred day moving average price of $129.48. The stock has a market capitalization of $176.52 billion, a PE ratio of 43.18, a P/E/G ratio of 1.52 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the firm posted $0.55 EPS. Amphenol’s quarterly revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Insider Transactions at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.67% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

APH has been the subject of several research reports. Wall Street Zen cut shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. 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. UBS Group reaffirmed a “buy” rating and issued a $174.00 target price (up previously from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Truist Financial set a $182.00 target price on Amphenol in a research note on Tuesday, January 13th. Finally, Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price 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.