Senator Investment Group LP Acquires New Holdings in Amphenol Corporation $APH

Senator Investment Group LP purchased a new position in shares of Amphenol Corporation (NYSE:APH) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 200,000 shares of the electronics maker’s stock, valued at approximately $27,028,000.

Other hedge funds have also made changes to their positions in the company. Riggs Asset Managment Co. Inc. lifted its position in shares of 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 purchasing an additional 168 shares in the last quarter. Tucker Asset Management LLC acquired a new stake in shares of Amphenol during the fourth quarter worth about $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol during the fourth quarter worth about $27,000. Lloyd Advisory Services LLC. acquired a new stake in shares of Amphenol during the fourth quarter worth about $29,000. Finally, Tacita Capital Inc lifted its position in shares of Amphenol by 145.6% during the fourth quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock worth $30,000 after purchasing an additional 131 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Up 3.3%

Shares of APH stock opened at $158.94 on Tuesday. Amphenol Corporation has a fifty-two week low of $92.22 and a fifty-two week high of $167.04. The stock has a market cap of $195.54 billion, a P/E ratio of 45.67, a P/E/G ratio of 1.35 and a beta of 1.27. The business has a fifty day simple moving average of $140.32 and a 200-day simple moving average of $139.73. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last announced its quarterly 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. The business had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same quarter last year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Analyst Ratings Changes

Several brokerages have recently issued reports on APH. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. The Goldman Sachs Group increased their price target on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Citigroup restated a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Barclays reiterated an “overweight” rating and issued a $198.00 price target on shares of Amphenol in a research note on Monday, June 8th. Finally, Rothschild & Co Redburn increased their price target on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $178.07.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In the last three months, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by insiders.

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.