MASTERINVEST Kapitalanlage GmbH Increases Stock Position in Amphenol Corporation $APH

MASTERINVEST Kapitalanlage GmbH increased its holdings in Amphenol Corporation (NYSE:APH) by 157.0% during the first quarter, HoldingsChannel.com reports. The fund owned 11,586 shares of the electronics maker’s stock after buying an additional 7,078 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Amphenol were worth $1,464,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC raised its holdings in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after buying an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC increased its position in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares during the period. NewEdge Advisors LLC raised its stake in Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after acquiring an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC raised its stake in Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after acquiring an additional 638 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction that occurred 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 sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. In the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Evercore reiterated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Bank of America increased their price target on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. JPMorgan Chase & Co. lifted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Finally, TD Cowen reissued a “hold” rating and issued a $175.00 price objective (up from $135.00) on shares of Amphenol in a research note on Monday. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $186.00.

Amphenol Price Performance

Shares of NYSE:APH opened at $157.43 on Thursday. The firm has a market capitalization of $193.68 billion, a price-to-earnings ratio of 45.24, a price-to-earnings-growth ratio of 1.39 and a beta of 1.24. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. Amphenol Corporation has a 12 month low of $95.19 and a 12 month high of $178.52. The business’s 50 day simple moving average is $149.00 and its 200-day simple moving average is $143.85.

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. As a group, equities analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

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.