Capital Research Global Investors Has $1.92 Billion Stock Position in Amphenol Corporation $APH

Capital Research Global Investors increased its position in shares of Amphenol Corporation (NYSE:APH) by 106.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,523,085 shares of the electronics maker’s stock after acquiring an additional 8,021,284 shares during the quarter. Capital Research Global Investors owned 1.27% of Amphenol worth $1,920,982,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Grant Private Wealth Management Inc acquired a new position in shares of Amphenol in the 3rd quarter valued at about $515,000. DSG Capital Advisors LLC boosted its position in Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after purchasing an additional 7,458 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its holdings in shares of Amphenol by 10.7% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after buying an additional 26,175 shares during the last quarter. Estate Counselors LLC bought a new stake in Amphenol in the third quarter worth approximately $3,831,000. Finally, Regents Gate Capital LLP lifted its stake in shares of Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after purchasing an additional 34,289 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Up 3.2%

APH opened at $136.15 on Tuesday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The stock has a market cap of $167.36 billion, a PE ratio of 40.76, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. The stock’s fifty day simple moving average is $144.42 and its 200 day simple moving average is $134.16. 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 (NYSE:APH) last released its quarterly 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 business had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. Amphenol’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period last year, the firm earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a $0.25 dividend. 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 payout ratio is 29.94%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on APH shares. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 price objective on shares of Amphenol in a research report on Thursday, January 15th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research note on Friday, January 9th. Finally, Barclays reiterated an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Corporate 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.