Mufg Securities Americas Inc. Has $4.07 Million Stock Position in Amphenol Corporation $APH

Mufg Securities Americas Inc. raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 22.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,924 shares of the electronics maker’s stock after purchasing an additional 6,116 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Amphenol were worth $4,074,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Brighton Jones LLC lifted its position in Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC grew its holdings in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares in the last quarter. Brookstone Capital Management raised its position in Amphenol by 2.7% in the 2nd quarter. Brookstone Capital Management now owns 6,326 shares of the electronics maker’s stock valued at $625,000 after buying an additional 164 shares during the last quarter. Finally, Strategic Blueprint LLC bought a new position in Amphenol during the 2nd quarter valued at $386,000. 97.01% of the stock is owned by institutional investors.

Amphenol Trading Down 2.4%

NYSE:APH opened at $147.49 on Tuesday. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The firm’s 50 day moving average is $143.31 and its 200 day moving average is $132.05. The stock has a market capitalization of $181.29 billion, a PE ratio of 44.16, a price-to-earnings-growth ratio of 1.60 and a beta of 1.20.

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

Amphenol Announces Dividend

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

Insider Transactions at Amphenol

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

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Barclays reiterated an “overweight” rating and issued a $175.00 target price (up previously from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. US Capital Advisors set a $165.00 target price on shares of Amphenol in a research report on Friday, January 9th. UBS Group restated a “buy” rating and issued a $174.00 target price (up previously from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Finally, Evercore reaffirmed an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research report on Tuesday, January 20th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

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.