Arbejdsmarkedets Tillaegspension Acquires New Shares in Amphenol Corporation $APH

Arbejdsmarkedets Tillaegspension acquired a new stake in Amphenol Corporation (NYSE:APH) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 168,093 shares of the electronics maker’s stock, valued at approximately $22,716,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in Amphenol by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after acquiring an additional 1,322,682 shares during the last quarter. State Street Corp lifted its holdings in Amphenol by 1.2% in the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after acquiring an additional 676,797 shares during the last quarter. Capital International Investors raised its position in Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Capital Research Global Investors raised its position in Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after purchasing an additional 8,021,284 shares during the period. Finally, Jennison Associates LLC raised its position in Amphenol by 340.8% in the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after purchasing an additional 7,930,532 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. This trade represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. In the last 90 days, insiders have sold 130,775 shares of company stock valued at $18,709,350. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Down 3.1%

APH stock opened at $125.14 on Friday. The company’s 50 day simple moving average is $135.57 and its 200-day simple moving average is $139.12. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. Amphenol Corporation has a 52-week low of $83.44 and a 52-week high of $167.04. The firm has a market capitalization of $153.95 billion, a P/E ratio of 35.96, a P/E/G ratio of 1.13 and a beta of 1.29.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same period in the previous year, the company earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The firm also recently announced 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. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of research analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Rothschild & Co Redburn upped 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. Citigroup reaffirmed a “buy” rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Jefferies Financial Group upped their price objective on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Truist Financial increased their price target on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Thirteen 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, the company has an average rating of “Moderate Buy” and a consensus target price of $176.53.

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.