Xponance LLC Boosts Stake in Amphenol Corporation $APH

Xponance LLC raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 6.0% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 306,772 shares of the electronics maker’s stock after acquiring an additional 17,316 shares during the period. Xponance LLC’s holdings in Amphenol were worth $41,457,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Generali Asset Management SPA SGR lifted its stake in Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares during the last quarter. Regents Gate Capital LLP lifted its stake in Amphenol by 54.8% during the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after purchasing an additional 34,289 shares during the last quarter. Praxis Investment Management Inc. lifted its stake in Amphenol by 86.3% during the fourth 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 during the last quarter. Principal Financial Group Inc. lifted its stake in Amphenol by 2.6% during the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after purchasing an additional 70,938 shares during the last quarter. Finally, CGN Advisors LLC bought a new stake in Amphenol during the fourth quarter worth about $1,592,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on APH. Jefferies Financial Group lifted their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. BNP Paribas Exane lifted their price target on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. UBS Group reissued a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Finally, Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $178.07.

Amphenol Trading Up 2.1%

NYSE APH opened at $152.33 on Friday. Amphenol Corporation has a 1-year low of $92.08 and a 1-year high of $167.04. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The stock has a 50-day moving average of $139.17 and a 200-day moving average of $139.47. The firm has a market cap of $187.40 billion, a PE ratio of 43.77, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27.

Amphenol (NYSE:APH) last released its earnings results 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. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the previous year, the company posted $0.63 EPS. Amphenol’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders 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 0.7%. Amphenol’s dividend payout ratio is presently 28.74%.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction that occurred on 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 owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Over the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. Corporate insiders own 1.42% of the company’s stock.

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.