Varma Mutual Pension Insurance Co Has $25.98 Million Stake in Amphenol Corporation $APH

Varma Mutual Pension Insurance Co raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 8.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 209,939 shares of the electronics maker’s stock after purchasing an additional 16,800 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in Amphenol were worth $25,980,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in APH. Norges Bank purchased a new stake in shares of Amphenol in the second quarter worth approximately $2,104,244,000. Holocene Advisors LP grew its holdings in Amphenol by 201.2% during the second quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock worth $381,909,000 after buying an additional 2,583,628 shares in the last quarter. Jennison Associates LLC purchased a new stake in Amphenol in the 3rd quarter valued at $287,947,000. Geode Capital Management LLC lifted its stake in Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock valued at $2,804,338,000 after acquiring an additional 2,217,079 shares in the last quarter. Finally, 1832 Asset Management L.P. boosted its holdings in Amphenol by 8,384.3% during the 2nd quarter. 1832 Asset Management L.P. now owns 1,802,819 shares of the electronics maker’s stock worth $178,028,000 after acquiring an additional 1,781,570 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Amphenol Trading Up 0.1%

Shares of APH opened at $144.31 on Thursday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The stock has a market cap of $176.65 billion, a PE ratio of 43.21, a P/E/G ratio of 1.52 and a beta of 1.20. 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 business’s 50-day moving average price is $141.54 and its 200-day moving average price is $129.58.

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

Amphenol Dividend Announcement

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

Insider Buying and Selling at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 1.67% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several analysts have recently commented on APH shares. Citigroup increased their target price on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Barclays reaffirmed an “overweight” rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Finally, Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Company 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.