Capital International Sarl Takes Position in Amphenol Corporation $APH

Capital International Sarl bought a new stake in Amphenol Corporation (NYSE:APH) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 82,440 shares of the electronics maker’s stock, valued at approximately $10,202,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of APH. Financial Management Professionals Inc. grew its position in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares during the last quarter. Riggs Asset Managment Co. Inc. increased its stake in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the period. Howard Hughes Medical Institute purchased a new stake in shares of Amphenol in the second quarter valued at about $26,000. Alpine Bank Wealth Management acquired a new stake in shares of Amphenol during the third quarter worth about $30,000. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Amphenol during the second quarter worth about $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on APH. Barclays restated an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Evercore restated an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research note on Tuesday, January 20th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday, January 27th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 1.67% of the stock is currently owned by corporate insiders.

Amphenol Trading Up 0.5%

Shares of APH stock opened at $136.80 on Wednesday. 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 business has a fifty day simple moving average of $144.44 and a 200-day simple moving average of $134.35. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The stock has a market cap of $168.16 billion, a P/E ratio of 40.96, a P/E/G ratio of 1.44 and a beta of 1.20.

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

Amphenol Announces Dividend

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

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.