Egerton Capital UK LLP Buys 654,949 Shares of Amphenol Corporation $APH

Egerton Capital UK LLP raised its stake in shares of Amphenol Corporation (NYSE:APH) by 20.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,823,422 shares of the electronics maker’s stock after buying an additional 654,949 shares during the quarter. Amphenol comprises 5.0% of Egerton Capital UK LLP’s portfolio, making the stock its 8th biggest position. Egerton Capital UK LLP owned 0.31% of Amphenol worth $473,148,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Financial Management Professionals Inc. raised its holdings in Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares during the period. Riggs Asset Managment Co. Inc. lifted its holdings in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares in the last quarter. Howard Hughes Medical Institute acquired a new position in Amphenol in the second quarter valued at about $26,000. Alpine Bank Wealth Management acquired a new position in Amphenol in the third quarter valued at about $30,000. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Amphenol in the second quarter worth about $31,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE APH opened at $145.94 on Friday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock has a 50 day moving average price of $144.87 and a 200 day moving average price of $132.84. The stock has a market capitalization of $179.39 billion, a PE ratio of 43.70, a price-to-earnings-growth ratio of 1.57 and a beta of 1.20. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings data 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. The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business’s revenue was up 49.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be given 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 dividend payout ratio (DPR) is 29.94%.

Analyst Ratings Changes

Several equities analysts recently issued reports on APH shares. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday, January 27th. US Capital Advisors set a $165.00 target price on Amphenol in a report on Friday, January 9th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Finally, UBS Group reissued a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Amphenol currently has an average rating of “Moderate Buy” and an average target price of $151.38.

Insider Activity

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

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.