Fjarde AP Fonden Fourth Swedish National Pension Fund Has $83.90 Million Stake in Amphenol Corporation $APH

Fjarde AP Fonden Fourth Swedish National Pension Fund grew its stake in Amphenol Corporation (NYSE:APH) by 51.8% in the first quarter, Holdings Channel.com reports. The institutional investor owned 664,039 shares of the electronics maker’s stock after buying an additional 226,550 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Amphenol were worth $83,901,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in APH. Capital Advisors Inc. OK raised its stake in shares of Amphenol by 3.4% in the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC boosted its position in Amphenol by 3.5% during the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 70 shares during the period. LOM Asset Management Ltd grew its holdings in Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after purchasing an additional 70 shares during the last quarter. Seeds Investor LLC grew its holdings in Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after purchasing an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC raised its position in shares of Amphenol by 2.6% in the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after purchasing an additional 74 shares during the period. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated 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 directly owned 1,927,507 shares in the company, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last 90 days. Insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on APH shares. BNP Paribas Exane upped their price objective on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. UBS Group restated a “buy” rating and set a $178.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Finally, Seaport Research Partners reaffirmed a “buy” rating and issued a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $178.07.

Amphenol Trading Down 4.5%

Shares of Amphenol stock opened at $164.40 on Friday. Amphenol Corporation has a 1 year low of $95.19 and a 1 year high of $178.52. The company’s fifty day simple moving average is $146.39 and its 200-day simple moving average is $142.15. The company has a market cap of $202.25 billion, a price-to-earnings ratio of 47.24, a PEG ratio of 1.51 and a beta of 1.24. 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 (NYSE:APH) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the prior year, the company earned $0.63 EPS. The business’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts expect that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s dividend payout ratio (DPR) 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.