Capital International Investors Grows Stock Position in Amphenol Corporation $APH

Capital International Investors increased its stake in Amphenol Corporation (NYSE:APH) by 446.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,006,524 shares of the electronics maker’s stock after purchasing an additional 14,714,177 shares during the period. Capital International Investors owned 1.47% of Amphenol worth $2,228,288,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in APH. SYM FINANCIAL Corp raised its stake in shares of Amphenol by 0.9% in the third quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock worth $1,147,000 after purchasing an additional 82 shares during the last quarter. Bruce G. Allen Investments LLC boosted its position in Amphenol by 9.4% in the third quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock valued at $121,000 after buying an additional 84 shares during the last quarter. Tower Wealth Partners Inc. increased its holdings in Amphenol by 2.1% in the 3rd quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock worth $526,000 after buying an additional 86 shares during the period. Fiduciary Group LLC raised its position in Amphenol by 0.3% during the 3rd quarter. Fiduciary Group LLC now owns 35,022 shares of the electronics maker’s stock worth $4,334,000 after buying an additional 89 shares during the last quarter. Finally, Financial Management Professionals Inc. lifted its stake in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Stock Performance

Shares of NYSE APH opened at $136.15 on Tuesday. The company has a market capitalization of $167.36 billion, a PE ratio of 40.76, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The company’s fifty day moving average price is $144.42 and its 200 day moving average price is $134.16. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04.

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

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders 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 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio is currently 29.94%.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of research reports. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research note on Friday, January 9th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Barclays reaffirmed an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Citigroup boosted their price objective on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, JPMorgan Chase & Co. raised their target price on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Buying and Selling

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This represents a 21.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 1.67% of the company’s stock.

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.