Plato Investment Management Ltd Sells 3,895 Shares of Amphenol Corporation $APH

Plato Investment Management Ltd decreased its position in shares of Amphenol Corporation (NYSE:APH) by 10.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,110 shares of the electronics maker’s stock after selling 3,895 shares during the quarter. Plato Investment Management Ltd’s holdings in Amphenol were worth $4,312,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of APH. Geode Capital Management LLC raised its position in Amphenol by 8.4% during the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock valued at $2,804,338,000 after purchasing an additional 2,217,079 shares in the last quarter. Norges Bank bought a new position in shares of Amphenol in the 2nd quarter valued at $2,104,244,000. Franklin Resources Inc. raised its holdings in shares of Amphenol by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after buying an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its position in shares of Amphenol by 1.9% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock worth $699,998,000 after buying an additional 133,966 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its stake in Amphenol by 2.6% in the third quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock valued at $746,728,000 after buying an additional 150,407 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Amphenol Price Performance

APH stock opened at $136.35 on Friday. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The company’s fifty day simple moving average is $141.27 and its 200 day simple moving average is $128.72. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The firm has a market cap of $166.90 billion, a price-to-earnings ratio of 40.82, a PEG ratio of 1.44 and a beta of 1.20.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the previous year, the business earned $0.55 EPS. The firm’s revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 29.94%.

Insiders Place Their Bets

In related news, insider William J. Doherty sold 80,000 shares of the stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Craig A. Lampo sold 258,000 shares of the firm’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the completion of the sale, the chief financial officer owned 167,695 shares of the company’s stock, valued at $24,013,924. The trade was a 60.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 378,076 shares of company stock worth $54,056,506 in the last quarter. 1.67% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms have recently commented on APH. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and increased their target price for the stock from $120.00 to $150.00 in a report on Wednesday, October 15th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. UBS Group restated a “buy” rating and issued a $174.00 target price (up previously from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Evercore reiterated an “outperform” rating and set a $165.00 price target on shares of Amphenol in a report on Tuesday, January 20th. Finally, US Capital Advisors set a $165.00 price objective on Amphenol in a report on Friday, January 9th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average price target of $151.38.

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.