Norinchukin Bank The Has $44.23 Million Stock Holdings in Amphenol Corporation $APH

Norinchukin Bank The lowered its holdings in Amphenol Corporation (NYSE:APH) by 33.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 357,407 shares of the electronics maker’s stock after selling 182,200 shares during the quarter. Amphenol accounts for about 0.6% of Norinchukin Bank The’s investment portfolio, making the stock its 27th largest position. Norinchukin Bank The’s holdings in Amphenol were worth $44,229,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Grant Private Wealth Management Inc bought a new stake in shares of Amphenol in the 3rd quarter worth approximately $515,000. DSG Capital Advisors LLC raised its stake in shares of Amphenol by 230.9% in the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after purchasing an additional 7,458 shares in the last quarter. Oppenheimer Asset Management Inc. lifted its position in Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after purchasing an additional 26,175 shares during the period. Estate Counselors LLC bought a new position in Amphenol in the third quarter worth $3,831,000. Finally, Regents Gate Capital LLP boosted its stake in Amphenol by 54.8% during the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after buying an additional 34,289 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Stock Performance

Shares of APH opened at $136.86 on Tuesday. The company has a market cap of $168.23 billion, a PE ratio of 40.98, a price-to-earnings-growth ratio of 1.42 and a beta of 1.20. The firm has a 50-day moving average of $144.17 and a 200-day moving average of $135.02. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $6.19 billion. During the same period in the prior year, the firm earned $0.55 EPS. Amphenol’s quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. UBS Group restated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Barclays reiterated an “overweight” rating and set a $175.00 target price (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Truist Financial set a $182.00 price target on shares of Amphenol in a research report on Tuesday, January 13th. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Finally, Citigroup lifted their price objective on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $151.38.

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.