Danske Bank A S Makes New Investment in Amphenol Corporation $APH

Danske Bank A S acquired a new stake in shares of Amphenol Corporation (NYSE:APH) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,237,093 shares of the electronics maker’s stock, valued at approximately $153,090,000. Danske Bank A S owned about 0.10% of Amphenol as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Silvant Capital Management LLC acquired a new position in shares of Amphenol in the 3rd quarter valued at $2,006,000. Copley Financial Group Inc. acquired a new stake in Amphenol during the 3rd quarter worth about $238,000. Dorsey Wright & Associates lifted its stake in Amphenol by 74.8% during the third quarter. Dorsey Wright & Associates now owns 125,858 shares of the electronics maker’s stock valued at $15,575,000 after buying an additional 53,872 shares in the last quarter. Fulcrum Asset Management LLP purchased a new stake in Amphenol during the third quarter valued at about $1,016,000. Finally, Livforsakringsbolaget Skandia Omsesidigt increased its position in shares of Amphenol by 141.6% in the third quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 20,648 shares of the electronics maker’s stock worth $2,558,000 after acquiring an additional 12,100 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated 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 directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 1.67% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages recently commented on APH. Barclays restated 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. Piper Sandler set a $165.00 target price on Amphenol in a research report on Tuesday. Citigroup upped their price target on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Finally, Fox Advisors restated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $152.36.

Amphenol Stock Down 1.2%

APH stock opened at $135.10 on Wednesday. The company has a 50 day moving average of $144.05 and a two-hundred day moving average of $135.20. The company has a market cap of $166.07 billion, a price-to-earnings ratio of 40.45, a PEG ratio of 1.45 and a beta of 1.20. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last posted its quarterly earnings results 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 business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the previous year, the company posted $0.55 EPS. Amphenol’s 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, equities analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

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.