IFM Investors Pty Ltd Purchases 4,619 Shares of Amphenol Corporation $APH

IFM Investors Pty Ltd raised its stake in Amphenol Corporation (NYSE:APH) by 2.0% during the fourth quarter, HoldingsChannel reports. The fund owned 233,585 shares of the electronics maker’s stock after buying an additional 4,619 shares during the period. IFM Investors Pty Ltd’s holdings in Amphenol were worth $31,567,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the stock. Vanguard Group Inc. grew its stake in shares of Amphenol by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after acquiring an additional 1,322,682 shares during the last quarter. State Street Corp grew its stake in shares of Amphenol by 1.2% in the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after acquiring an additional 676,797 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after acquiring an additional 17,387,536 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after acquiring an additional 748,813 shares during the last quarter. Finally, Capital International Investors grew its stake in shares of Amphenol by 31.5% in the fourth quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after acquiring an additional 5,674,225 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on APH. Barclays reissued an “overweight” rating and issued a $198.00 target price on shares of Amphenol in a research note on Monday. Citigroup reissued a “buy” rating and issued a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Rothschild & Co Redburn increased their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, The Goldman Sachs Group increased their price objective on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Trading Up 2.1%

Amphenol stock opened at $152.33 on Friday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. Amphenol Corporation has a one year low of $92.08 and a one year high of $167.04. The stock has a market capitalization of $187.40 billion, a PE ratio of 43.77, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27. The business’s fifty day moving average is $139.17 and its 200 day moving average is $139.47.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period last year, the firm posted $0.63 earnings per share. Amphenol’s revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders sold 130,775 shares of company stock valued at $18,709,350 over the last 90 days. Company insiders own 1.42% of the company’s stock.

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.