Tredje AP fonden Purchases 60,152 Shares of Amphenol Corporation $APH

Tredje AP fonden increased its position in shares of Amphenol Corporation (NYSE:APH) by 31.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 251,274 shares of the electronics maker’s stock after purchasing an additional 60,152 shares during the period. Tredje AP fonden’s holdings in Amphenol were worth $33,957,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capital Advisors Inc. OK grew its position in shares of Amphenol by 3.4% in the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 68 shares during the period. Canvas Wealth Advisors LLC increased its stake in shares of Amphenol by 3.5% during the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 70 shares during the last quarter. LOM Asset Management Ltd raised its holdings in shares of Amphenol by 16.3% in the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after purchasing an additional 70 shares during the period. Seeds Investor LLC increased its position in Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after buying an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC increased its position in Amphenol by 2.6% during the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock worth $388,000 after buying an additional 74 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Amphenol Price Performance

Amphenol stock opened at $121.70 on Tuesday. The company has a market capitalization of $149.71 billion, a price-to-earnings ratio of 34.97, a PEG ratio of 1.09 and a beta of 1.29. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $83.44 and a 12 month high of $167.04. The stock’s 50 day moving average is $135.28 and its 200-day moving average is $139.03.

Amphenol (NYSE:APH) last posted 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. The firm had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business’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 firm posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts expect that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

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

Wall Street Analyst Weigh In

APH has been the subject of a number of recent analyst reports. Piper Sandler set a $165.00 price objective on Amphenol in a research report on Tuesday, March 17th. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Truist Financial raised their price target on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and set a $180.00 price objective (up from $175.00) on shares of Amphenol in a research report on Monday, May 4th. Finally, BNP Paribas Exane upped their price objective on shares of Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Thirteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $176.53.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction dated Tuesday, May 5th. The shares were 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 $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last 90 days. Corporate insiders own 1.42% 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.