123,797 Shares in Amphenol Corporation $APH Purchased by OP Asset Management Ltd

OP Asset Management Ltd acquired a new position in shares of Amphenol Corporation (NYSE:APH) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 123,797 shares of the electronics maker’s stock, valued at approximately $15,642,000.

A number of other hedge funds also recently bought and sold shares of the company. Banque Cantonale Vaudoise increased its position in shares of Amphenol by 24.4% in the first quarter. Banque Cantonale Vaudoise now owns 28,332 shares of the electronics maker’s stock worth $3,580,000 after acquiring an additional 5,552 shares in the last quarter. Apella Capital LLC lifted its position in shares of Amphenol by 77.3% in the 1st quarter. Apella Capital LLC now owns 4,042 shares of the electronics maker’s stock valued at $511,000 after acquiring an additional 1,762 shares in the last quarter. Assenagon Asset Management S.A. boosted its stake in Amphenol by 5.0% in the 1st quarter. Assenagon Asset Management S.A. now owns 29,581 shares of the electronics maker’s stock worth $3,738,000 after purchasing an additional 1,413 shares during the period. Keudell Morrison Wealth Management grew its position in Amphenol by 27.7% during the 1st quarter. Keudell Morrison Wealth Management now owns 2,344 shares of the electronics maker’s stock worth $296,000 after purchasing an additional 508 shares in the last quarter. Finally, Faithward Advisors LLC grew its position in Amphenol by 639.3% during the 1st quarter. Faithward Advisors LLC now owns 116,345 shares of the electronics maker’s stock worth $14,700,000 after purchasing an additional 100,607 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Over the last three months, insiders sold 130,775 shares of company stock valued at $18,709,350. Insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

APH has been the subject of a number of research analyst reports. Seaport Research Partners restated a “buy” rating and issued a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. UBS Group reissued a “buy” rating and set a $178.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Citigroup reaffirmed a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $178.07.

Amphenol Trading Up 2.5%

NYSE APH opened at $162.60 on Thursday. 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 1-year low of $95.19 and a 1-year high of $168.75. The firm’s fifty day simple moving average is $144.22 and its 200-day simple moving average is $140.86. The company has a market capitalization of $200.03 billion, a PE ratio of 46.72, a price-to-earnings-growth ratio of 1.39 and a beta of 1.27.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter last year, the firm earned $0.63 earnings per share. The business’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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 of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. Amphenol’s payout ratio is presently 28.74%.

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.