Varma Mutual Pension Insurance Co Acquires 8,650 Shares of Amphenol Corporation $APH

Varma Mutual Pension Insurance Co raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 4.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 218,589 shares of the electronics maker’s stock after acquiring an additional 8,650 shares during the period. Varma Mutual Pension Insurance Co’s holdings in Amphenol were worth $29,540,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Truist Financial Corp grew its position in Amphenol by 3.5% during the fourth quarter. Truist Financial Corp now owns 249,381 shares of the electronics maker’s stock valued at $33,701,000 after acquiring an additional 8,360 shares during the last quarter. Sun Financial Inc bought a new position in Amphenol during the fourth quarter valued at approximately $369,000. Advisors Preferred LLC grew its position in Amphenol by 123.3% during the fourth quarter. Advisors Preferred LLC now owns 58,048 shares of the electronics maker’s stock valued at $8,110,000 after acquiring an additional 32,048 shares during the last quarter. Core Alternative Capital grew its position in Amphenol by 26,675.0% during the fourth quarter. Core Alternative Capital now owns 1,071 shares of the electronics maker’s stock valued at $145,000 after acquiring an additional 1,067 shares during the last quarter. Finally, Souders Financial Advisors grew its position in Amphenol by 43.5% during the fourth quarter. Souders Financial Advisors now owns 2,930 shares of the electronics maker’s stock valued at $396,000 after acquiring an additional 888 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Performance

Shares of Amphenol stock opened at $142.41 on Monday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The firm has a market capitalization of $175.08 billion, a P/E ratio of 40.92, a P/E/G ratio of 1.32 and a beta of 1.29. The business has a fifty day simple moving average of $138.09 and a two-hundred day simple moving average of $139.12. Amphenol Corporation has a 12 month low of $78.76 and a 12 month high of $167.04.

Amphenol (NYSE:APH) last announced 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. The business had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities analysts forecast that Amphenol Corporation will post 4.49 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Analyst Ratings Changes

APH has been the topic of several recent analyst reports. Piper Sandler set a $165.00 target price on shares of Amphenol in a report on Tuesday, March 17th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Jefferies Financial Group initiated coverage on shares of Amphenol in a report on Tuesday, March 31st. They issued a “buy” rating and a $145.00 target price on the stock. Finally, Robert W. Baird set a $177.00 target price on shares of Amphenol in a report on Thursday. Twelve analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $169.46.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction 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 of the company’s stock, 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 filing with the SEC, which can be accessed through this link. Corporate insiders own 1.42% of the company’s stock.

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.