Mercer Global Advisors Inc. ADV Has $103.35 Million Stake in Amphenol Corporation $APH

Mercer Global Advisors Inc. ADV lifted its position in Amphenol Corporation (NYSE:APH) by 9.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 835,122 shares of the electronics maker’s stock after buying an additional 73,607 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in Amphenol were worth $103,346,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its position in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC raised its holdings in shares of Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares in the last quarter. Advisors Capital Management LLC lifted its stake in shares of Amphenol by 9.3% in the 2nd quarter. Advisors Capital Management LLC now owns 5,480 shares of the electronics maker’s stock valued at $541,000 after purchasing an additional 466 shares during the last quarter. Finally, Meridian Wealth Management LLC bought a new stake in Amphenol in the second quarter worth $203,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

NYSE:APH opened at $136.86 on Tuesday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The company has a 50-day moving average of $144.17 and a 200-day moving average of $135.02. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The company has a market capitalization of $168.23 billion, a price-to-earnings ratio of 40.98, a PEG ratio of 1.42 and a beta of 1.20.

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

Amphenol Dividend Announcement

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 paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is currently 29.94%.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.67% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Citigroup increased their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Evercore reiterated an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research note on Tuesday, January 20th. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 price objective on shares of Amphenol in a report on Thursday, January 15th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Finally, US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $151.38.

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.