Tobam Boosts Holdings in Amphenol Corporation $APH

Tobam increased its stake in shares of Amphenol Corporation (NYSE:APH) by 645.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,446 shares of the electronics maker’s stock after purchasing an additional 11,643 shares during the period. Tobam’s holdings in Amphenol were worth $1,817,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of APH. Vanguard Group Inc. raised its holdings in shares of Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after acquiring an additional 1,322,682 shares during the last quarter. J. Stern & Co. LLP raised its stake in Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after purchasing an additional 75,964,718 shares during the last quarter. State Street Corp lifted its holdings in Amphenol by 1.6% in the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after purchasing an additional 888,526 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in Amphenol by 102.7% in the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Finally, Geode Capital Management LLC boosted its stake in Amphenol by 2.5% during the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after purchasing an additional 748,813 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on APH shares. Seaport Research Partners reissued a “buy” rating and issued a $215.00 price target on shares of Amphenol in a research note on Thursday, April 30th. Truist Financial upped their price objective on shares of Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Barclays restated an “overweight” rating and set a $198.00 target price on shares of Amphenol in a report on Monday, June 8th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus price target of $178.07.

Amphenol Stock Up 0.2%

Shares of NYSE:APH opened at $164.23 on Friday. The company has a market capitalization of $202.05 billion, a price-to-earnings ratio of 47.19, a PEG ratio of 1.44 and a beta of 1.27. Amphenol Corporation has a 12-month low of $92.98 and a 12-month high of $167.04. The business has a 50-day moving average price of $142.92 and a 200 day moving average price of $140.36. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter 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. Sell-side analysts expect that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

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. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is presently 28.74%.

Insider Buying and Selling

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last 90 days. 1.42% of the stock is owned by corporate insiders.

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.