Louisiana State Employees Retirement System Invests $7.91 Million in Amphenol Corporation $APH

Louisiana State Employees Retirement System acquired a new stake in shares of Amphenol Corporation (NYSE:APH) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm acquired 62,600 shares of the electronics maker’s stock, valued at approximately $7,910,000.

Several other hedge funds also recently bought and sold shares of APH. Generali Asset Management SPA SGR boosted its position in shares of 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 acquiring an additional 14,612 shares during the last quarter. Regents Gate Capital LLP increased its holdings in Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after acquiring an additional 34,289 shares during the last quarter. Praxis Investment Management Inc. increased its holdings in Amphenol by 86.3% in the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after acquiring an additional 12,502 shares during the last quarter. Principal Financial Group Inc. lifted its stake in Amphenol by 2.6% in the 4th 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 in the last quarter. Finally, CGN Advisors LLC bought a new position in shares of Amphenol during the 4th quarter valued at about $1,592,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

Amphenol stock opened at $165.04 on Friday. The company’s 50-day moving average price is $144.55 and its 200-day moving average price is $141.04. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The company has a market cap of $203.04 billion, a PE ratio of 47.43, a price-to-earnings-growth ratio of 1.42 and a beta of 1.27. Amphenol Corporation has a twelve month low of $95.19 and a twelve month high of $168.75.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 4.78 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

Analyst Ratings Changes

A number of brokerages have recently weighed in on APH. BNP Paribas Exane raised their price objective on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. JPMorgan Chase & Co. increased their price target on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Piper Sandler set a $165.00 price objective on Amphenol in a report on Tuesday, March 17th. Finally, Jefferies Financial Group increased their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the business’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 transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. In the last three months, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently 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.