Aware Super Pty Ltd as trustee of Aware Super Acquires New Shares in Amphenol Corporation $APH

Aware Super Pty Ltd as trustee of Aware Super acquired a new position in Amphenol Corporation (NYSE:APH) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 88,469 shares of the electronics maker’s stock, valued at approximately $11,178,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Capital Advisors Inc. OK increased its holdings in 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 purchasing an additional 68 shares during the last quarter. Canvas Wealth Advisors LLC lifted its stake in 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 acquiring an additional 70 shares in the last quarter. LOM Asset Management Ltd lifted its stake in Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after acquiring an additional 70 shares in the last quarter. Sachetta LLC grew its position in Amphenol by 14.9% in the 1st quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock valued at $69,000 after acquiring an additional 71 shares in the last quarter. Finally, Seeds Investor LLC increased its stake in Amphenol by 4.0% during the 4th 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 period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Down 1.4%

Shares of Amphenol stock opened at $151.03 on Friday. The firm has a market cap of $185.81 billion, a price-to-earnings ratio of 43.40, a price-to-earnings-growth ratio of 1.32 and a beta of 1.24. The company’s 50-day simple moving average is $149.80 and its 200-day simple moving average is $144.01. Amphenol Corporation has a 52-week low of $95.19 and a 52-week high of $178.52. 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 posted its quarterly earnings results 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 net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same period last year, the firm earned $0.63 EPS. The company’s revenue for the quarter was up 58.4% on a year-over-year basis. 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 4.83 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is presently 28.74%.

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s 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 of the company’s stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities analysts have commented on APH shares. Robert W. Baird set a $177.00 price target on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. TD Cowen reaffirmed a “hold” rating and issued a $175.00 price target (up from $135.00) on shares of Amphenol in a report on Monday. Barclays reiterated an “overweight” rating and issued a $200.00 price target (up from $198.00) on shares of Amphenol in a research note on Monday. Finally, Seaport Research Partners restated a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $186.00.

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.