Hilltop Holdings Inc. Raises Stock Position in Amphenol Corporation $APH

Hilltop Holdings Inc. raised its holdings in Amphenol Corporation (NYSE:APH) by 1,381.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 79,638 shares of the electronics maker’s stock after purchasing an additional 74,264 shares during the quarter. Amphenol accounts for approximately 0.5% of Hilltop Holdings Inc.’s investment portfolio, making the stock its 28th biggest holding. Hilltop Holdings Inc.’s holdings in Amphenol were worth $9,855,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Amphenol in the 2nd quarter valued at about $2,104,244,000. Capital International Investors raised its position in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares in the last quarter. Capital Research Global Investors lifted its holdings in Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after acquiring an additional 8,021,284 shares during the period. Franklin Resources Inc. grew its stake in shares of Amphenol by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after purchasing an additional 1,486,105 shares during the period. Finally, Invesco Ltd. increased its holdings in shares of Amphenol by 14.4% during the 3rd quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock valued at $1,121,801,000 after purchasing an additional 1,143,513 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Up 1.9%

Shares of Amphenol stock opened at $133.99 on Monday. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The stock has a 50 day moving average of $144.23 and a 200 day moving average of $134.84. The firm has a market capitalization of $164.70 billion, a price-to-earnings ratio of 40.12, a PEG ratio of 1.42 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share 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 business had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the prior year, the business posted $0.55 EPS. The company’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. As a group, research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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 dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated 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 $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 through this link. Insiders own 1.67% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. US Capital Advisors set a $165.00 price target on shares of Amphenol in a report on Friday, January 9th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Evercore restated an “outperform” rating and set a $165.00 target price on shares of Amphenol in a research report on Tuesday, January 20th. Finally, JPMorgan Chase & Co. lifted their price target on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $151.38.

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.