Mitsubishi UFJ Asset Management Co. Ltd. Boosts Holdings in Amphenol Corporation $APH

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Amphenol Corporation (NYSE:APH) by 4.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,632,683 shares of the electronics maker’s stock after buying an additional 106,058 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Amphenol were worth $367,817,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in APH. DSG Capital Advisors LLC increased its holdings in Amphenol by 230.9% in the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after purchasing an additional 7,458 shares during the last quarter. Oppenheimer Asset Management Inc. raised its holdings in shares of Amphenol by 10.7% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after buying an additional 26,175 shares during the period. Regents Gate Capital LLP boosted its holdings 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 acquiring an additional 34,289 shares during the period. Estate Counselors LLC purchased a new stake in Amphenol during the third quarter worth about $3,831,000. Finally, Convergence Investment Partners LLC boosted its stake in shares of Amphenol by 59.9% in the third quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock valued at $2,388,000 after purchasing an additional 7,230 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts are raising forecasts and price targets, signaling upside from higher earnings expectations — BNP Paribas Exane raised its APH target to $195 and several outlets note a consensus upside (~27.7%) driven by earnings-revision momentum. BNP Paribas price target raise
• Positive Sentiment: Street research highlights rising earnings estimates for APH, which typically supports higher valuations and buy-side interest. Zacks and other outlets flag “surging earnings estimates” as a near-term upside driver. Zacks on estimates
• Positive Sentiment: Momentum in Amphenol shares contributed to index/ETF positioning (Russell 1000 tech focus), which can amplify flows into the stock when analysts upgrade or estimates tick up. Kalkine on momentum
• Neutral Sentiment: Amphenol priced €1.1B of Euro-denominated senior notes (€600M due 2029 at 3.375%, €500M due 2034 at 3.875%). Low fixed rates help refinance/finance growth affordably, but add gross debt that investors may weigh against leverage metrics. Business Wire: senior notes
• Negative Sentiment: Insider selling: CEO Richard A. Norwitt disclosed multiple sales (May 1, 4, 5) totaling ~130,000+ shares across the period at ~$142–$144 — sizable dollar amounts were liquidated. While insider sales can be routine (liquidity/tax reasons), clustered CEO sales often weigh on sentiment and likely contributed to downward pressure today. SEC filing: CEO sales

Amphenol Stock Down 3.1%

APH opened at $136.70 on Wednesday. Amphenol Corporation has a one year low of $79.10 and a one year high of $167.04. The company has a market cap of $168.06 billion, a price-to-earnings ratio of 39.28, a PEG ratio of 1.27 and a beta of 1.29. The business’s fifty day moving average is $137.80 and its two-hundred day moving average is $139.20. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS 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 firm had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the prior year, the company earned $0.63 EPS. The firm’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts anticipate that Amphenol Corporation will post 4.62 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on APH shares. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Seaport Research Partners restated a “buy” rating and issued a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research note on Friday, January 9th. Barclays reissued an “overweight” rating and set a $180.00 price target (up from $175.00) on shares of Amphenol in a report on Monday. Finally, Piper Sandler set a $165.00 target price on Amphenol in a research report on Tuesday, March 17th. Thirteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $176.53.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders sold a total of 646,056 shares of company stock worth $94,594,783 over the last quarter. 1.42% of the stock is owned by company 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.