TIAA Trust National Association Grows Holdings in Amphenol Corporation $APH

TIAA Trust National Association increased its position in shares of Amphenol Corporation (NYSE:APH) by 2,192.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 185,249 shares of the electronics maker’s stock after purchasing an additional 177,167 shares during the period. TIAA Trust National Association’s holdings in Amphenol were worth $25,035,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in APH. Generali Asset Management SPA SGR increased its position in Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after buying an additional 14,612 shares during the period. Regents Gate Capital LLP increased its position in Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after buying an additional 34,289 shares during the period. Praxis Investment Management Inc. increased its position in Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after buying an additional 12,502 shares during the period. Principal Financial Group Inc. increased its position in Amphenol by 2.6% in the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after buying an additional 70,938 shares during the period. Finally, CGN Advisors LLC acquired a new stake in Amphenol in the fourth quarter worth $1,592,000. 97.01% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. In the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by insiders.

Amphenol Trading Up 7.2%

Shares of NYSE APH opened at $153.94 on Wednesday. Amphenol Corporation has a one year low of $91.06 and a one year high of $167.04. The firm has a market capitalization of $189.39 billion, a PE ratio of 44.24, a PEG ratio of 1.26 and a beta of 1.27. 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 business has a 50-day moving average price of $138.04 and a two-hundred day moving average price of $139.19.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period last year, the business earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is currently 28.74%.

Analyst Ratings Changes

A number of research analysts have recently commented on APH shares. Evercore reissued an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Robert W. Baird set a $177.00 price target on Amphenol in a report on Thursday, April 30th. UBS Group reissued a “buy” rating and set a $178.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Finally, The Goldman Sachs Group raised their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

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.