Amphenol Corporation $APH Shares Sold by Generate Investment Management Ltd

Generate Investment Management Ltd lessened its position in shares of Amphenol Corporation (NYSE:APH) by 11.9% during the first quarter, HoldingsChannel reports. The institutional investor owned 254,042 shares of the electronics maker’s stock after selling 34,267 shares during the quarter. Amphenol accounts for about 1.6% of Generate Investment Management Ltd’s holdings, making the stock its 15th biggest position. Generate Investment Management Ltd’s holdings in Amphenol were worth $32,098,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Generali Asset Management SPA SGR boosted its stake in Amphenol by 20.2% during the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares during the period. Regents Gate Capital LLP increased its stake in Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after purchasing an additional 34,289 shares during the period. Praxis Investment Management Inc. raised its holdings in shares of Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after buying an additional 12,502 shares during the last quarter. Principal Financial Group Inc. boosted its stake in shares of Amphenol by 2.6% during 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 purchased a new position in shares of Amphenol during the fourth quarter worth about $1,592,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of APH opened at $166.38 on Tuesday. 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 stock’s 50 day moving average is $143.50 and its two-hundred day moving average is $140.55. Amphenol Corporation has a twelve month low of $92.98 and a twelve month high of $168.75. The firm has a market capitalization of $204.69 billion, a PE ratio of 47.81, a P/E/G ratio of 1.44 and a beta of 1.27.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business 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 company’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s dividend payout ratio is presently 28.74%.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 over the last three months. 1.42% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Seaport Research Partners restated a “buy” rating and issued a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and set a $198.00 price objective on shares of Amphenol in a research report on Monday, June 8th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Finally, Jefferies Financial Group increased their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus 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.