Nomura Asset Management Co. Ltd. Has $63.61 Million Stock Holdings in Amphenol Corporation $APH

Nomura Asset Management Co. Ltd. boosted its stake in shares of Amphenol Corporation (NYSE:APH) by 14.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 470,724 shares of the electronics maker’s stock after purchasing an additional 58,820 shares during the period. Nomura Asset Management Co. Ltd.’s holdings in Amphenol were worth $63,614,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of APH. Generali Asset Management SPA SGR lifted its position in shares of Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares during the last quarter. Regents Gate Capital LLP lifted its position in shares of Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its position in shares of Amphenol by 10.7% in the third 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. Convergence Investment Partners LLC lifted its position in shares of Amphenol by 59.9% in the third quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock valued at $2,388,000 after buying an additional 7,230 shares during the last quarter. Finally, Praxis Investment Management Inc. lifted its position in shares of Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after buying an additional 12,502 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by company insiders.

Amphenol Price Performance

Shares of NYSE APH opened at $148.41 on Monday. The business’s 50 day moving average is $135.34 and its 200-day moving average is $138.69. Amphenol Corporation has a 1-year low of $87.95 and a 1-year high of $167.04. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The firm has a market cap of $182.58 billion, a P/E ratio of 42.65, a price-to-earnings-growth ratio of 1.30 and a beta of 1.27.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same quarter last year, the company earned $0.63 EPS. The company’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Piper Sandler set a $165.00 target price on Amphenol in a research note on Tuesday, March 17th. The Goldman Sachs Group increased their target price on Amphenol from $184.00 to $201.00 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, UBS Group reiterated a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $176.87.

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.