J. Safra Sarasin Holding AG Has $1.06 Million Stake in Amphenol Corporation $APH

J. Safra Sarasin Holding AG reduced its stake in Amphenol Corporation (NYSE:APH) by 50.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,846 shares of the electronics maker’s stock after selling 7,992 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Amphenol were worth $1,060,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in APH. State Street Corp raised its stake in shares of Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after purchasing an additional 676,797 shares during the period. Capital International Investors boosted its position in shares of Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after buying an additional 14,714,177 shares during the period. Capital Research Global Investors grew 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 buying an additional 8,021,284 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Amphenol by 14.4% during the third quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock worth $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 Amphenol by 12.5% in the 3rd 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 during the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.67% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms have weighed in on APH. Piper Sandler set a $165.00 price target on Amphenol in a research report on Tuesday, March 17th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Truist Financial set a $182.00 target price on shares of Amphenol in a research report on Tuesday, January 13th. Finally, Citigroup lifted their price target on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $151.87.

Amphenol Stock Up 1.1%

APH stock opened at $127.76 on Thursday. The company has a market cap of $157.04 billion, a price-to-earnings ratio of 38.25, a P/E/G ratio of 1.34 and a beta of 1.20. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The business has a 50 day moving average price of $139.37 and a two-hundred day moving average price of $136.04. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the business posted $0.55 EPS. The business’s 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. Analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be paid a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Amphenol Company 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.