Lombard Odier Asset Management Switzerland SA Has $5.97 Million Holdings in Amphenol Corporation $APH

Lombard Odier Asset Management Switzerland SA cut its holdings in shares of Amphenol Corporation (NYSE:APH) by 8.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 47,217 shares of the electronics maker’s stock after selling 4,500 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in Amphenol were worth $5,966,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Generali Asset Management SPA SGR boosted its stake in shares of Amphenol by 20.2% in the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after purchasing an additional 14,612 shares in the last quarter. Praxis Investment Management Inc. increased its position in Amphenol by 86.3% during the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after purchasing an additional 12,502 shares in the last quarter. Principal Financial Group Inc. lifted its stake in Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after purchasing an additional 70,938 shares during the last quarter. Global Retirement Partners LLC boosted its position in Amphenol by 110.5% in the fourth quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock valued at $2,526,000 after buying an additional 9,812 shares in the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd bought a new stake in shares of Amphenol during the fourth quarter worth $4,004,000. 97.01% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Zacks Research upgraded shares of Amphenol from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. Citigroup restated a “buy” rating and set a $195.00 price objective (up from $180.00) on shares of Amphenol in a research report on Monday, July 13th. Truist Financial upped their target price on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Bank of America increased their target price on Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $186.00.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’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 completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is owned by company insiders.

Amphenol Price Performance

Shares of NYSE:APH opened at $152.59 on Friday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a 52 week low of $102.76 and a 52 week high of $178.52. The firm has a market cap of $187.72 billion, a PE ratio of 43.85, a price-to-earnings-growth ratio of 1.31 and a beta of 1.24. The firm’s fifty day moving average is $152.74 and its 200-day moving average is $144.66.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The business 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%.Amphenol’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts predict that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is presently 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.