Public Employees Retirement System of Ohio Has $67.37 Million Position in Amphenol Corporation $APH

Public Employees Retirement System of Ohio lessened its position in shares of Amphenol Corporation (NYSE:APH) by 6.7% in the first quarter, HoldingsChannel.com reports. The fund owned 533,180 shares of the electronics maker’s stock after selling 38,119 shares during the period. Public Employees Retirement System of Ohio’s holdings in Amphenol were worth $67,367,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Capital Advisors Inc. OK lifted its stake in Amphenol by 3.4% during the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 68 shares during the last quarter. Canvas Wealth Advisors LLC increased its stake in shares of Amphenol by 3.5% in the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 70 shares during the last quarter. LOM Asset Management Ltd raised its holdings in shares of Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after buying an additional 70 shares in the last quarter. Sachetta LLC raised its holdings in shares of Amphenol by 14.9% during the 1st quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock worth $69,000 after buying an additional 71 shares in the last quarter. Finally, Seeds Investor LLC lifted its position in shares of Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after buying an additional 72 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Amphenol Price Performance

Shares of APH opened at $157.34 on Friday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market cap of $193.56 billion, a PE ratio of 45.21, a PEG ratio of 1.35 and a beta of 1.24. Amphenol Corporation has a 12-month low of $102.18 and a 12-month high of $178.52. The business has a 50-day simple moving average of $152.19 and a two-hundred day simple moving average of $144.60.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the previous year, the business posted $0.63 earnings per share. The business’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts anticipate that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a dividend of $0.25 per share. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Over the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Analyst Ratings Changes

APH has been the topic of several research analyst reports. Zacks Research raised Amphenol from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. Seaport Research Partners reissued a “buy” rating and issued a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Rothschild & Co Redburn raised their price target on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Jefferies Financial Group lifted their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has a consensus rating of “Buy” and a consensus target price of $186.00.

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.