Forsta AP Fonden Has $42.77 Million Stock Position in Amphenol Corporation $APH

Forsta AP Fonden grew its stake in shares of Amphenol Corporation (NYSE:APH) by 1.1% during the 4th quarter, Holdings Channel reports. The firm owned 316,500 shares of the electronics maker’s stock after buying an additional 3,500 shares during the period. Forsta AP Fonden’s holdings in Amphenol were worth $42,772,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in APH. Norges Bank acquired a new position in shares of Amphenol during the 4th quarter worth approximately $3,052,145,000. Capital International Investors increased its position in shares of Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares during the last quarter. Capital Research Global Investors increased its position in shares of Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares during the last quarter. Jennison Associates LLC increased its position in shares of Amphenol by 340.8% during the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after purchasing an additional 7,930,532 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of Amphenol by 693.9% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after purchasing an additional 6,362,533 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Robert W. Baird set a $177.00 target price on Amphenol in a research note on Thursday, April 30th. Truist Financial lifted their target price on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Barclays reiterated an “overweight” rating and set a $180.00 target price (up from $175.00) on shares of Amphenol in a research note on Monday, May 4th. Finally, Seaport Research Partners reiterated a “buy” rating and set a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $176.87.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. In the last ninety days, insiders sold 130,775 shares of company stock valued at $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE APH opened at $148.41 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $87.95 and a 12 month high of $167.04. The stock has a 50 day moving average of $135.34 and a 200-day moving average of $138.73. The company has a market capitalization of $182.58 billion, a P/E ratio of 42.65, a P/E/G ratio of 1.29 and a beta of 1.29.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is 28.74%.

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.