Quantinno Capital Management LP Raises Stock Position in Amphenol Corporation $APH

Quantinno Capital Management LP boosted its stake in Amphenol Corporation (NYSE:APH) by 19.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 718,905 shares of the electronics maker’s stock after purchasing an additional 117,929 shares during the period. Quantinno Capital Management LP’s holdings in Amphenol were worth $90,834,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Generali Asset Management SPA SGR lifted its holdings in shares of Amphenol by 20.2% in 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 last quarter. Praxis Investment Management Inc. lifted its position in Amphenol by 86.3% in the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after purchasing an additional 12,502 shares during the last quarter. Principal Financial Group Inc. grew its position in Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after purchasing an additional 70,938 shares during the last quarter. Global Retirement Partners LLC increased its stake in shares of Amphenol by 110.5% in the fourth quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock valued at $2,526,000 after purchasing an additional 9,812 shares during the period. Finally, Tema Etfs LLC boosted its position in shares of Amphenol by 65.8% during the fourth quarter. Tema Etfs LLC now owns 110,655 shares of the electronics maker’s stock worth $14,954,000 after buying an additional 43,931 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Stock Down 2.3%

Amphenol stock opened at $149.17 on Tuesday. The firm’s 50 day moving average price is $153.29 and its two-hundred day moving average price is $144.75. The firm has a market cap of $183.52 billion, a PE ratio of 42.87, a P/E/G ratio of 1.31 and a beta of 1.24. Amphenol Corporation has a twelve month low of $102.76 and a twelve month high of $178.52. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

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 business had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, research analysts predict that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were paid a $0.25 dividend. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s payout ratio is 28.74%.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last 90 days. Corporate insiders own 1.42% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. Seaport Research Partners restated a “buy” rating and set a $215.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. JPMorgan Chase & Co. raised their target price on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Bank of America raised their price objective on shares of Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Finally, Truist Financial boosted their price objective on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $186.00.

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.