Keystone Investors PTE Ltd. Makes New $5.81 Million Investment in Amphenol Corporation $APH

Keystone Investors PTE Ltd. bought a new position in shares of Amphenol Corporation (NYSE:APH) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 43,000 shares of the electronics maker’s stock, valued at approximately $5,811,000.

Several other hedge funds have also recently bought and sold shares of APH. Riggs Asset Managment Co. Inc. raised its holdings in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 shares during the period. Tucker Asset Management LLC acquired a new stake in Amphenol during the 4th quarter worth approximately $26,000. Board of the Pension Protection Fund acquired a new stake in Amphenol during the 4th quarter worth approximately $27,000. Lloyd Advisory Services LLC. acquired a new stake in Amphenol during the 4th quarter worth approximately $29,000. Finally, Tacita Capital Inc raised its holdings in Amphenol by 145.6% during the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock worth $30,000 after buying an additional 131 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on APH. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Jefferies Financial Group lifted their price objective on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. JPMorgan Chase & Co. lifted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a report on Tuesday, March 17th. Finally, Robert W. Baird set a $177.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last 90 days. 1.42% of the stock is currently owned by insiders.

Amphenol Price Performance

NYSE APH opened at $153.97 on Friday. The company has a market capitalization of $189.42 billion, a PE ratio of 44.24, a price-to-earnings-growth ratio of 1.33 and a beta of 1.27. Amphenol Corporation has a 12-month low of $92.08 and a 12-month high of $167.04. The firm’s 50 day moving average is $139.70 and its 200-day moving average is $139.57. 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 (NYSE:APH) last issued its earnings results 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 for 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 firm’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. Equities research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is presently 28.74%.

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.