Swiss National Bank Decreases Holdings in Amphenol Corporation $APH

Swiss National Bank reduced its position in Amphenol Corporation (NYSE:APH) by 4.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 3,486,800 shares of the electronics maker’s stock after selling 181,400 shares during the period. Swiss National Bank’s holdings in Amphenol were worth $431,492,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in APH. SYM FINANCIAL Corp boosted its position in shares of Amphenol by 0.9% in the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock worth $1,147,000 after purchasing an additional 82 shares in the last quarter. Bruce G. Allen Investments LLC raised its stake in Amphenol by 9.4% in the third quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock valued at $121,000 after buying an additional 84 shares during the last quarter. Tower Wealth Partners Inc. boosted its holdings in Amphenol by 2.1% in the third quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock worth $526,000 after acquiring an additional 86 shares in the last quarter. Fiduciary Group LLC grew its stake in shares of Amphenol by 0.3% during the third quarter. Fiduciary Group LLC now owns 35,022 shares of the electronics maker’s stock worth $4,334,000 after acquiring an additional 89 shares during the last quarter. Finally, Financial Management Professionals Inc. increased its holdings in shares of Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Down 3.2%

Shares of Amphenol stock opened at $131.86 on Monday. The stock has a market cap of $162.08 billion, a PE ratio of 39.48, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. The firm has a fifty day moving average price of $144.44 and a 200 day moving average price of $133.97. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm’s revenue was up 49.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

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 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 dividend yield of 0.8%. Amphenol’s dividend payout ratio is presently 29.94%.

Analyst Ratings Changes

Several brokerages recently commented on APH. Citigroup increased their price objective on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. Truist Financial set a $182.00 price target on Amphenol in a research note on Tuesday, January 13th. Finally, UBS Group restated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol 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 directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.67% of the stock is currently owned by company insiders.

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.