New York State Teachers Retirement System Has $120.80 Million Stake in Amphenol Corporation $APH

New York State Teachers Retirement System increased its stake in shares of Amphenol Corporation (NYSE:APH) by 1.2% during the first quarter, HoldingsChannel reports. The fund owned 956,037 shares of the electronics maker’s stock after buying an additional 11,131 shares during the period. New York State Teachers Retirement System’s holdings in Amphenol were worth $120,795,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after purchasing an additional 1,322,682 shares during the last quarter. J. Stern & Co. LLP increased its stake in Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after buying an additional 75,964,718 shares during the last quarter. State Street Corp lifted its position in Amphenol by 1.6% during the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock worth $7,705,440,000 after buying an additional 888,526 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after buying an additional 17,387,536 shares during the last quarter. Finally, Geode Capital Management LLC boosted its stake in shares of Amphenol by 2.5% during the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after buying an additional 748,813 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

NYSE APH opened at $164.40 on Friday. The firm has a 50-day moving average price of $146.39 and a two-hundred day moving average price of $142.15. Amphenol Corporation has a 12-month low of $95.19 and a 12-month high of $178.52. The company has a market capitalization of $202.25 billion, a P/E ratio of 47.24, a P/E/G ratio of 1.51 and a beta of 1.24. 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 issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period in the previous year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts anticipate that Amphenol Corporation will post 4.76 earnings per share 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 issued 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 presently 28.74%.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’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 sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. 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 valued at $18,709,350. Company insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the company. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Truist Financial upped their price objective on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. UBS Group reissued a “buy” rating and issued a $178.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Barclays restated an “overweight” rating and set a $198.00 target price on shares of Amphenol in a report on Monday, June 8th. Finally, The Goldman Sachs Group upped 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. Fourteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $178.07.

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.