OMERS ADMINISTRATION Corp Grows Position in Amphenol Corporation $APH

OMERS ADMINISTRATION Corp raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 20.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 97,453 shares of the electronics maker’s stock after buying an additional 16,659 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Amphenol were worth $12,313,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Generali Asset Management SPA SGR lifted its position in Amphenol by 20.2% during the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after acquiring an additional 14,612 shares during the last quarter. Praxis Investment Management Inc. boosted its holdings in Amphenol by 86.3% during the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after acquiring an additional 12,502 shares during the period. Principal Financial Group Inc. grew its position in shares of Amphenol by 2.6% in the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after purchasing an additional 70,938 shares during the last quarter. Global Retirement Partners LLC increased its stake in shares of Amphenol by 110.5% in the fourth quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after purchasing an additional 9,812 shares during the period. Finally, Tema Etfs LLC increased its stake in shares of Amphenol by 65.8% in the fourth quarter. Tema Etfs LLC now owns 110,655 shares of the electronics maker’s stock worth $14,954,000 after purchasing an additional 43,931 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Trading Down 0.1%

Shares of APH stock opened at $152.59 on Monday. The company has a market capitalization of $187.72 billion, a P/E ratio of 43.85, a P/E/G ratio of 1.31 and a beta of 1.24. Amphenol Corporation has a 12-month low of $102.76 and a 12-month 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. The firm has a 50-day moving average price of $152.74 and a 200 day moving average price of $144.69.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS 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 analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts forecast that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Analysts Set New Price Targets

A number of research analysts have recently commented on APH shares. The Goldman Sachs Group upped their price target on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Bank of America boosted their target price on shares of Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Barclays reiterated an “overweight” rating and set a $200.00 target price (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Friday, July 17th. Finally, Citigroup restated a “buy” rating and issued a $195.00 price target (up from $180.00) on shares of Amphenol in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has a consensus rating of “Buy” and an average price target of $186.00.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. The trade was a 3.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Corporate 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.