Amphenol Corporation $APH Shares Sold by Egerton Capital UK LLP

Egerton Capital UK LLP lowered its stake in shares of Amphenol Corporation (NYSE:APH) by 3.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,707,911 shares of the electronics maker’s stock after selling 115,511 shares during the quarter. Amphenol comprises 5.4% of Egerton Capital UK LLP’s portfolio, making the stock its 6th largest holding. Egerton Capital UK LLP’s holdings in Amphenol were worth $501,087,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Generali Asset Management SPA SGR lifted its holdings 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 buying an additional 14,612 shares during the last quarter. Oppenheimer Asset Management Inc. raised its stake in shares of Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after purchasing an additional 26,175 shares in the last quarter. Regents Gate Capital LLP raised its stake in shares of Amphenol by 54.8% in the third 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 in the last quarter. Praxis Investment Management Inc. raised its stake in shares of Amphenol by 86.3% in the fourth 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 in the last quarter. Finally, Principal Financial Group Inc. raised its stake in shares of Amphenol by 2.6% in the fourth 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 in the last quarter. Institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction dated Friday, May 1st. The stock was 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 of the company’s stock, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 over the last quarter. Corporate insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Shares of APH stock opened at $138.84 on Monday. 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 Corporation has a 52 week low of $91.06 and a 52 week high of $167.04. The stock has a market capitalization of $170.80 billion, a PE ratio of 39.90, a PEG ratio of 1.22 and a beta of 1.27. The stock’s fifty day moving average is $137.03 and its 200-day moving average is $138.99.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the prior year, the firm posted $0.63 earnings per share. The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio is presently 28.74%.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Rothschild & Co Redburn upped their target price on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Evercore restated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. JPMorgan Chase & Co. upped their price target on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. The Goldman Sachs Group upped their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Finally, Truist Financial upped their price target on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.87.

About Amphenol

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.