State of New Jersey Common Pension Fund D Has $52.90 Million Stock Holdings in Amphenol Corporation $APH

State of New Jersey Common Pension Fund D increased its stake in Amphenol Corporation (NYSE:APH) by 5.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 427,489 shares of the electronics maker’s stock after acquiring an additional 20,391 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Amphenol were worth $52,902,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Grant Private Wealth Management Inc acquired a new position in shares of Amphenol during the third quarter worth approximately $515,000. DSG Capital Advisors LLC increased its stake in Amphenol by 230.9% during the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after purchasing an additional 7,458 shares in the last quarter. Oppenheimer Asset Management Inc. raised its holdings in Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after buying an additional 26,175 shares during the last quarter. Estate Counselors LLC acquired a new position in shares of Amphenol during the third quarter valued at about $3,831,000. Finally, Advyzon Investment Management LLC raised its holdings in shares of Amphenol by 101.6% in the 2nd quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock worth $598,000 after acquiring an additional 3,051 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on APH. Citigroup boosted their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Barclays reiterated an “overweight” rating and set a $175.00 price target (up previously from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Evercore restated an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Finally, Truist Financial set a $182.00 target price on shares of Amphenol in a report on Tuesday, January 13th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Buying and Selling at Amphenol

In related news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.67% of the stock is currently owned by corporate insiders.

Amphenol Trading Up 2.1%

NYSE APH opened at $146.72 on Friday. The business’s fifty day moving average is $141.77 and its 200-day moving average is $130.13. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The stock has a market capitalization of $180.35 billion, a price-to-earnings ratio of 43.93, a PEG ratio of 1.55 and a beta of 1.20. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities research analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s payout ratio is 29.94%.

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.