Public Employees Retirement Association of Colorado Sells 177,489 Shares of Amphenol Corporation $APH

Public Employees Retirement Association of Colorado cut its position in Amphenol Corporation (NYSE:APH) by 11.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,309,115 shares of the electronics maker’s stock after selling 177,489 shares during the quarter. Public Employees Retirement Association of Colorado’s holdings in Amphenol were worth $176,914,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Capital Advisors Inc. OK increased its holdings in shares of Amphenol by 3.4% during the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC increased its holdings in shares of Amphenol by 3.5% during the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 70 shares in the last quarter. LOM Asset Management Ltd increased its holdings in shares of Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after acquiring an additional 70 shares in the last quarter. Seeds Investor LLC increased its holdings in shares of Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after acquiring an additional 72 shares in the last quarter. Finally, Procyon Advisors LLC increased its holdings in shares of Amphenol by 2.6% during the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after acquiring an additional 74 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. In the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on APH. Seaport Research Partners restated a “buy” rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a report on Tuesday, March 17th. BNP Paribas Exane upped their price objective on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Finally, The Goldman Sachs Group upped their price objective on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Price Performance

Shares of NYSE:APH opened at $153.97 on Monday. Amphenol Corporation has a twelve month low of $92.08 and a twelve month high of $167.04. The company’s 50 day moving average is $139.70 and its 200 day moving average is $139.58. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The company has a market cap of $189.42 billion, a PE ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27.

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

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio is currently 28.74%.

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.