National Pension Service Purchases 413,121 Shares of Amphenol Corporation $APH

National Pension Service grew its position in Amphenol Corporation (NYSE:APH) by 14.4% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 3,280,941 shares of the electronics maker’s stock after purchasing an additional 413,121 shares during the quarter. National Pension Service’s holdings in Amphenol were worth $323,993,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in APH. Opal Wealth Advisors LLC bought a new stake in Amphenol during the second quarter worth $25,000. Hilltop National Bank bought a new stake in shares of Amphenol during the 2nd quarter worth $35,000. Avalon Trust Co boosted its stake in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after buying an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC bought a new position in Amphenol in the first quarter valued at about $28,000. Finally, Saudi Central Bank acquired a new position in Amphenol during the first quarter worth about $31,000. 97.01% of the stock is owned by institutional investors.

Amphenol Stock Performance

Shares of Amphenol stock opened at $143.49 on Wednesday. The stock has a market cap of $175.64 billion, a price-to-earnings ratio of 47.83, a P/E/G ratio of 1.58 and a beta of 1.20. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $144.37. The company’s fifty day moving average is $126.51 and its 200 day moving average is $107.30. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, topping the consensus estimate of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm had revenue of $6.19 billion for the quarter, compared to the consensus estimate of $5.54 billion. During the same period in the previous year, the business earned $0.50 EPS. The business’s quarterly revenue was up 53.4% compared to the same quarter last year. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be issued a $0.25 dividend. The ex-dividend date is Tuesday, December 16th. This is a boost from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 33.33%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on APH shares. Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Evercore ISI raised their target price on shares of Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a research report on Tuesday, October 7th. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a report on Thursday, October 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, October 8th. Finally, The Goldman Sachs Group set a $154.00 price objective on Amphenol and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $129.77.

Insider Buying and Selling at Amphenol

In other Amphenol news, insider Luc Walter sold 365,118 shares of the stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $134.65, for a total transaction of $49,163,138.70. Following the completion of the sale, the insider owned 433,742 shares of the company’s stock, valued at approximately $58,403,360.30. This represents a 45.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $141.04, for a total transaction of $11,283,200.00. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,125,042 shares of company stock worth $142,789,956. Company insiders own 1.67% of the company’s stock.

Amphenol Company Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.