Amphenol Corporation $APH Shares Purchased by Skandinaviska Enskilda Banken AB publ

Skandinaviska Enskilda Banken AB publ raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 48.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 93,753 shares of the electronics maker’s stock after buying an additional 30,683 shares during the period. Skandinaviska Enskilda Banken AB publ’s holdings in Amphenol were worth $11,602,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Geode Capital Management LLC boosted its position in Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after purchasing an additional 2,217,079 shares during the period. Norges Bank purchased a new stake in shares of Amphenol in the second quarter worth about $2,104,244,000. Franklin Resources Inc. boosted its position in shares of Amphenol by 13.4% in the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after buying an additional 1,486,105 shares during the period. Charles Schwab Investment Management Inc. grew its stake in shares of Amphenol by 1.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock valued at $699,998,000 after buying an additional 133,966 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its holdings in shares of Amphenol by 2.6% during the 3rd quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock valued at $746,728,000 after buying an additional 150,407 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on APH. Evercore reaffirmed an “outperform” rating and issued a $165.00 price objective on shares of Amphenol in a research report on Tuesday, January 20th. Barclays restated an “overweight” rating and set a $175.00 target price (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Truist Financial set a $182.00 target price on Amphenol in a research note on Tuesday, January 13th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Trading Down 0.6%

NYSE:APH opened at $147.72 on Thursday. The company has a market cap of $181.58 billion, a PE ratio of 44.23, a P/E/G ratio of 1.57 and a beta of 1.20. The business’s 50 day moving average is $142.28 and its two-hundred day moving average is $131.01. 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 Corporation has a 52 week low of $56.45 and a 52 week high of $167.04.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the company 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. On average, analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders 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 yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s 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 owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.67% 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.