Amphenol Corporation $APH Shares Sold by Swedbank AB

Swedbank AB trimmed its position in Amphenol Corporation (NYSE:APH) by 6.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,614,212 shares of the electronics maker’s stock after selling 318,997 shares during the quarter. Swedbank AB’s holdings in Amphenol were worth $571,009,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of APH. Norges Bank purchased a new position in Amphenol during the 2nd quarter worth approximately $2,104,244,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Amphenol by 639.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker’s stock worth $574,500,000 after acquiring an additional 7,573,750 shares during the period. Holocene Advisors LP raised its holdings in shares of Amphenol by 201.2% during the second quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock worth $381,909,000 after purchasing an additional 2,583,628 shares during the last quarter. AQR Capital Management LLC boosted its holdings in Amphenol by 338.8% in the first quarter. AQR Capital Management LLC now owns 3,275,831 shares of the electronics maker’s stock valued at $212,798,000 after purchasing an additional 2,529,319 shares during the last quarter. Finally, Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in Amphenol during the 2nd quarter worth about $225,757,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at approximately $5,723,354. This represents a 50.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,063,194 shares of company stock worth $148,244,445 over the last 90 days. Corporate insiders own 1.67% of the company’s stock.

Amphenol Price Performance

Shares of NYSE APH opened at $137.10 on Wednesday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.52 and a current ratio of 2.07. The firm has a fifty day moving average of $135.54 and a 200 day moving average of $118.04. The firm has a market cap of $167.81 billion, a PE ratio of 45.70, a PEG ratio of 1.06 and a beta of 1.19. Amphenol Corporation has a one year low of $56.45 and a one year high of $144.37.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.14. The company had revenue of $6.19 billion for the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.Amphenol’s revenue was up 53.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. As a group, research analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, December 16th. This is an increase from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s payout ratio is 33.33%.

Analyst Ratings Changes

APH has been the topic of a number of recent research reports. Robert W. Baird set a $139.00 target price on Amphenol and gave the stock an “outperform” rating in a research note on Friday, October 10th. Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Evercore ISI upped their price objective on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Finally, UBS Group set a $152.00 price target on shares of Amphenol and gave the stock a “buy” rating in a report on Thursday, October 23rd. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $134.08.

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.