Erste Asset Management GmbH Has $10.12 Million Stock Position in Amphenol Corporation $APH

Erste Asset Management GmbH lessened its stake in shares of Amphenol Corporation (NYSE:APH) by 30.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 81,197 shares of the electronics maker’s stock after selling 34,897 shares during the quarter. Erste Asset Management GmbH’s holdings in Amphenol were worth $10,121,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Geode Capital Management LLC grew its position 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 worth $2,804,338,000 after acquiring an additional 2,217,079 shares during the last quarter. Norges Bank bought a new position in Amphenol in the second quarter valued at about $2,104,244,000. Franklin Resources Inc. boosted its stake in shares of Amphenol by 13.4% during the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock valued at $1,239,017,000 after purchasing an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. grew its holdings in shares of Amphenol by 1.9% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock worth $699,998,000 after purchasing an additional 133,966 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its stake in shares of 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 during the period. 97.01% of the stock is currently owned by institutional investors.

Amphenol Price Performance

APH stock opened at $145.94 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 $144.87 and its 200 day simple moving average is $132.84. 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 $179.39 billion, a price-to-earnings ratio of 43.70, a PEG ratio of 1.57 and a beta of 1.20.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period last year, the company posted $0.55 EPS. The business’s quarterly revenue 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, analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

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

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Truist Financial set a $182.00 price target on shares of Amphenol in a research note on Tuesday, January 13th. JPMorgan Chase & Co. lifted their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Citigroup raised their target price on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Amphenol has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider William J. Doherty sold 80,000 shares of the business’s 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 SEC filing for this sale provides additional information. Company insiders own 1.67% of the company’s stock.

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.