Securian Asset Management Inc. Has $4.50 Million Stock Holdings in Amphenol Corporation $APH

Securian Asset Management Inc. cut its holdings in shares of Amphenol Corporation (NYSE:APH) by 43.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 33,284 shares of the electronics maker’s stock after selling 25,615 shares during the quarter. Securian Asset Management Inc.’s holdings in Amphenol were worth $4,498,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in APH. Brighton Jones LLC boosted its position in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its position 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 buying an additional 4,721 shares during the period. Bison Wealth LLC boosted its position 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 buying an additional 618 shares during the period. NewEdge Advisors LLC boosted its position in Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after buying an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC boosted its position in Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after buying an additional 638 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol’s strong Q1 2026 results and higher Q2 guidance suggest continued robust demand and earnings momentum, which is helping support the stock. Assessing Amphenol (APH) Valuation After Strong Q1 2026 Results And Raised Q2 Guidance
• Positive Sentiment: The company announced a quarterly dividend of $0.25 per share, reinforcing shareholder returns and confidence in cash flow. Amphenol Announces Second Quarter 2026 Dividend
• Positive Sentiment: Several articles continue to describe Amphenol as a strong growth name, which can keep investor sentiment favorable. 3 Reasons Growth Investors Will Love Amphenol (APH)
• Neutral Sentiment: Amphenol was also highlighted in a broader “best growth stocks” discussion after its record quarter, adding to the stock’s visibility but not changing the core story. Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
• Negative Sentiment: Recent insider selling by CEO Richard Adam Norwitt may create some caution, even though insider sales do not necessarily change the company’s operating outlook. Richard Adam Norwitt Sells 17,500 Shares of Amphenol (NYSE:APH) Stock

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on APH. JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Robert W. Baird set a $177.00 price target on shares of Amphenol in a research report on Thursday, April 30th. Piper Sandler set a $165.00 price target on shares of Amphenol in a research report on Tuesday, March 17th. BNP Paribas Exane boosted their price target on shares of Amphenol from $185.00 to $195.00 in a research report on Friday, May 1st. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Thirteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus target price of $176.53.

Amphenol Stock Performance

NYSE:APH opened at $127.72 on Monday. The company has a fifty day moving average of $137.31 and a 200-day moving average of $139.35. The firm has a market capitalization of $157.12 billion, a P/E ratio of 36.70, a P/E/G ratio of 1.12 and a beta of 1.29. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a twelve month low of $80.32 and a twelve month high of $167.04.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be paid a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. Amphenol’s payout ratio is currently 28.74%.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. In the last three months, insiders have sold 646,056 shares of company stock valued at $94,594,783. Insiders own 1.42% of the company’s stock.

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.