Amphenol Corporation $APH Stock Holdings Lifted by Mercer Global Advisors Inc. ADV

Mercer Global Advisors Inc. ADV grew its stake in shares of Amphenol Corporation (NYSE:APH) by 9.7% in the third quarter, according to its most recent filing with the SEC. The fund owned 835,122 shares of the electronics maker’s stock after acquiring an additional 73,607 shares during the period. Mercer Global Advisors Inc. ADV owned about 0.07% of Amphenol worth $103,346,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the stock. Norges Bank acquired a new position in shares of Amphenol in the 2nd quarter valued at $2,104,244,000. Capital International Investors raised its holdings in Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after buying an additional 14,714,177 shares during the period. Capital Research Global Investors raised its holdings in Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after buying an additional 8,021,284 shares during the period. Franklin Resources Inc. lifted its stake in Amphenol by 13.4% during the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock valued at $1,239,017,000 after buying an additional 1,486,105 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of Amphenol by 14.4% in the third quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock worth $1,121,801,000 after buying an additional 1,143,513 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Price Performance

NYSE APH opened at $136.86 on Tuesday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The firm has a market capitalization of $168.23 billion, a price-to-earnings ratio of 40.98, a price-to-earnings-growth ratio of 1.42 and a beta of 1.20. The company has a 50 day simple moving average of $144.17 and a 200-day simple moving average of $135.02. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04.

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

Amphenol Announces Dividend

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

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on APH shares. JPMorgan Chase & Co. lifted their target price on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Citigroup lifted their price objective on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 target price on shares of Amphenol in a research note on Thursday, January 15th. Finally, Fox Advisors restated 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 given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus 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.