Munich Reinsurance Co Stock Corp in Munich lifted its stake in Amphenol Corporation (NYSE:APH – Free Report) by 9.1% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 293,108 shares of the electronics maker’s stock after buying an additional 24,393 shares during the quarter. Munich Reinsurance Co Stock Corp in Munich’s holdings in Amphenol were worth $37,034,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds have also modified their holdings of APH. J. Stern & Co. LLP lifted its stake in shares of Amphenol by 9,435.8% during the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after buying an additional 75,964,718 shares in the last quarter. Norges Bank purchased a new stake in Amphenol in the 4th quarter worth $3,052,145,000. JPMorgan Chase & Co. raised its holdings in Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after acquiring an additional 17,387,536 shares during the period. Jennison Associates LLC boosted its stake in shares of Amphenol by 340.8% in the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after acquiring an additional 7,930,532 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its position in shares of Amphenol by 693.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after purchasing an additional 6,362,533 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Amphenol
In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated 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. The trade was a 0.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. In the last 90 days, insiders have sold 130,775 shares of company stock valued at $18,709,350. Insiders own 1.42% of the company’s stock.
Amphenol Stock Performance
Amphenol (NYSE:APH – Get Free Report) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same period in the prior year, the company earned $0.63 EPS. The company’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.
Amphenol Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.
Wall Street Analyst Weigh In
A number of research analysts recently commented on the company. Rothschild & Co Redburn boosted their price target on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. UBS Group reissued a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Citigroup reiterated a “buy” rating and issued a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.
Read Our Latest Analysis on Amphenol
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.
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