Amphenol Corporation $APH Shares Acquired by Capital International Investors

Capital International Investors lifted its stake in shares of Amphenol Corporation (NYSE:APH) by 446.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,006,524 shares of the electronics maker’s stock after purchasing an additional 14,714,177 shares during the period. Capital International Investors’ holdings in Amphenol were worth $2,228,288,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Capital Group Private Client Services Inc. acquired a new position in shares of Amphenol during the third quarter valued at approximately $2,191,000. Capital Group Investment Management PTE. LTD. acquired a new stake in shares of Amphenol in the third quarter worth approximately $1,180,000. Bank of Montreal Can increased its position in shares of Amphenol by 0.4% during the third quarter. Bank of Montreal Can now owns 1,946,483 shares of the electronics maker’s stock worth $240,877,000 after purchasing an additional 7,931 shares in the last quarter. Alcosta Capital Management Inc. purchased a new stake in shares of Amphenol during the third quarter worth approximately $5,625,000. Finally, Legal & General Group Plc raised its stake in Amphenol by 12.5% in the 3rd quarter. Legal & General Group Plc now owns 8,334,138 shares of the electronics maker’s stock valued at $1,031,350,000 after purchasing an additional 928,994 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Trading Up 3.2%

Shares of APH stock opened at $136.15 on Tuesday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The company’s 50-day moving average price is $144.42 and its 200-day moving average price is $134.16. The stock has a market cap of $167.36 billion, a price-to-earnings ratio of 40.76, a PEG ratio of 1.39 and a beta of 1.20.

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

Amphenol Announces Dividend

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

Analysts Set New Price Targets

APH has been the topic of several recent research reports. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Citigroup upped their price objective on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Truist Financial set a $182.00 target price on shares of Amphenol in a research note on Tuesday, January 13th. Finally, Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Eleven investment 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 company presently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.67% of the company’s stock.

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.