Tredje AP fonden Reduces Stock Position in Amphenol Corporation $APH

Tredje AP fonden trimmed its holdings in Amphenol Corporation (NYSE:APH) by 3.1% during the third quarter, HoldingsChannel.com reports. The firm owned 191,122 shares of the electronics maker’s stock after selling 6,200 shares during the period. Tredje AP fonden’s holdings in Amphenol were worth $23,651,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in Amphenol in the second quarter valued at $2,104,244,000. Holocene Advisors LP increased its position in shares of Amphenol by 201.2% in the 2nd 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. Jennison Associates LLC acquired a new stake in shares of Amphenol in the 3rd quarter valued at about $287,947,000. Geode Capital Management LLC lifted its position in shares of Amphenol by 8.4% during the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after purchasing an additional 2,217,079 shares during the last quarter. Finally, 1832 Asset Management L.P. grew its stake in Amphenol by 8,384.3% in the second quarter. 1832 Asset Management L.P. now owns 1,802,819 shares of the electronics maker’s stock worth $178,028,000 after purchasing an additional 1,781,570 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

APH has been the topic of several research reports. Evercore restated an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. JPMorgan Chase & Co. upped their price target on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday, January 27th. Truist Financial set a $182.00 price objective on shares of Amphenol in a report on Tuesday, January 13th. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Finally, Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Stock Down 0.1%

APH stock opened at $150.97 on Friday. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The firm’s 50-day simple moving average is $142.96 and its 200 day simple moving average is $131.45. The stock has a market cap of $185.58 billion, a PE ratio of 45.20, a price-to-earnings-growth ratio of 1.60 and a beta of 1.20. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is 29.94%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The disclosure for this sale is available in the SEC filing. Company insiders own 1.67% of the company’s stock.

About Amphenol

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.