VIRGINIA RETIREMENT SYSTEMS ET Al Increases Stock Holdings in Amphenol Corporation $APH

VIRGINIA RETIREMENT SYSTEMS ET Al lifted its stake in shares of Amphenol Corporation (NYSE:APH) by 152.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 211,900 shares of the electronics maker’s stock after buying an additional 128,100 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Amphenol were worth $28,636,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Riggs Asset Managment Co. Inc. boosted its position in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares during the last quarter. Board of the Pension Protection Fund purchased a new position in shares of Amphenol during the fourth quarter valued at approximately $27,000. Towne Trust Company N.A purchased a new position in shares of Amphenol during the fourth quarter valued at approximately $34,000. Laurel Wealth Advisors LLC purchased a new position in Amphenol in the fourth quarter worth $34,000. Finally, Cloud Capital Management LLC purchased a new position in Amphenol in the third quarter worth $38,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on APH. Seaport Research Partners reissued a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. BNP Paribas Exane boosted their price objective on Amphenol from $185.00 to $195.00 in a research report on Friday, May 1st. Barclays reissued an “overweight” rating and issued a $180.00 price objective (up from $175.00) on shares of Amphenol in a research report on Monday, May 4th. Finally, Rothschild & Co Redburn boosted their price objective on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.53.

Amphenol Stock Performance

NYSE:APH opened at $124.53 on Thursday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a 52-week low of $83.44 and a 52-week high of $167.04. The firm has a market cap of $153.20 billion, a price-to-earnings ratio of 35.79, a PEG ratio of 1.12 and a beta of 1.29. The business’s fifty day moving average is $135.73 and its 200 day moving average is $139.25.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the company posted $0.63 EPS. The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts predict 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. Investors of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is presently 28.74%.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol 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.