Amphenol Corporation $APH Shares Purchased by Oddo BHF Asset Management Sas

Oddo BHF Asset Management Sas boosted its position in Amphenol Corporation (NYSE:APH) by 6.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 171,882 shares of the electronics maker’s stock after purchasing an additional 9,696 shares during the quarter. Amphenol comprises approximately 0.9% of Oddo BHF Asset Management Sas’ investment portfolio, making the stock its 29th biggest holding. Oddo BHF Asset Management Sas’ holdings in Amphenol were worth $23,228,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Generali Asset Management SPA SGR raised its stake in Amphenol by 20.2% during the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after purchasing an additional 14,612 shares during the period. Regents Gate Capital LLP raised its stake in Amphenol by 54.8% during the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after purchasing an additional 34,289 shares during the period. Praxis Investment Management Inc. raised its stake in Amphenol by 86.3% during the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after purchasing an additional 12,502 shares during the period. Principal Financial Group Inc. raised its stake in Amphenol by 2.6% during the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after purchasing an additional 70,938 shares during the period. Finally, CGN Advisors LLC acquired a new stake in Amphenol during the 4th quarter valued at $1,592,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have issued reports on the stock. The Goldman Sachs Group boosted their target price on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. 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 set a $178.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Rothschild & Co Redburn lifted their target price 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. Finally, Citigroup reissued 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. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $178.07.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction on Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. In the last quarter, insiders have sold 130,775 shares of company stock valued at $18,709,350. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Up 3.3%

Amphenol stock opened at $158.94 on Tuesday. The company has a market capitalization 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 firm’s fifty day simple moving average is $140.32 and its 200-day simple moving average is $139.73. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 1-year low of $92.22 and a 1-year high of $167.04.

Amphenol (NYSE:APH) last released 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. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter last year, the firm earned $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. Sell-side analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

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.