Mn Services Vermogensbeheer B.V. Has $63.43 Million Stock Holdings in Amphenol Corporation $APH

Mn Services Vermogensbeheer B.V. grew its position in shares of Amphenol Corporation (NYSE:APH) by 1.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 469,362 shares of the electronics maker’s stock after buying an additional 7,406 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in Amphenol were worth $63,430,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. State Street Corp raised its stake in Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after purchasing an additional 676,797 shares in the last quarter. Capital International Investors grew its position in shares of Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Capital Research Global Investors increased its holdings in shares of Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares during the period. Invesco Ltd. raised its position in shares of Amphenol by 14.4% in the third quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock valued at $1,121,801,000 after buying an additional 1,143,513 shares in the last quarter. Finally, Legal & General Group Plc raised its position in shares of Amphenol by 12.5% in the third quarter. Legal & General Group Plc now owns 8,334,138 shares of the electronics maker’s stock valued at $1,031,350,000 after buying an additional 928,994 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on APH shares. Barclays reissued an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Truist Financial set a $182.00 target price on Amphenol in a report on Tuesday, January 13th. Evercore restated an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Finally, UBS Group reaffirmed a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Amphenol Trading Down 3.7%

Shares of APH opened at $118.99 on Tuesday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The firm has a market cap of $146.26 billion, a price-to-earnings ratio of 35.62, a PEG ratio of 1.31 and a beta of 1.20. The business’s fifty day moving average is $140.42 and its 200-day moving average is $136.05.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion during 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%.Amphenol’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. Amphenol’s dividend payout ratio is 29.94%.

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 completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 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.