IFM Investors Pty Ltd Increases Stake in Amphenol Corporation $APH

IFM Investors Pty Ltd boosted its stake in Amphenol Corporation (NYSE:APH) by 2.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 233,585 shares of the electronics maker’s stock after purchasing an additional 4,619 shares during the period. IFM Investors Pty Ltd’s holdings in Amphenol were worth $31,567,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the stock. Vanguard Group Inc. increased its stake in Amphenol by 1.1% in the 4th 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 period. State Street Corp increased its stake in Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after purchasing an additional 676,797 shares during the period. JPMorgan Chase & Co. increased its stake in Amphenol by 102.7% in the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares during the period. Geode Capital Management LLC increased its stake in Amphenol by 2.5% in 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 purchasing an additional 748,813 shares during the period. Finally, Capital International Investors increased its stake in Amphenol by 31.5% in the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after purchasing an additional 5,674,225 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Stock Up 2.1%

Shares of NYSE APH opened at $152.33 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $92.08 and a 12 month high of $167.04. The firm has a market capitalization of $187.40 billion, a PE ratio of 43.77, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27. The firm has a fifty day simple moving average of $139.17 and a two-hundred day simple moving average of $139.47.

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

Amphenol Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities analysts have commented on APH shares. Robert W. Baird set a $177.00 price target on Amphenol in a research note on Thursday, April 30th. Truist Financial raised their price target on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. The Goldman Sachs Group upped their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, Piper Sandler set a $165.00 price objective on shares of Amphenol in a report on Tuesday, March 17th. Fourteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction on 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 completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 in the last ninety days. 1.42% of the stock is currently owned by corporate insiders.

Amphenol Company 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.