Groupe la Francaise Boosts Stake in Amphenol Corporation $APH

Groupe la Francaise lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 81.5% during the first quarter, Holdings Channel reports. The fund owned 259,200 shares of the electronics maker’s stock after purchasing an additional 116,387 shares during the quarter. Groupe la Francaise’s holdings in Amphenol were worth $32,754,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in Amphenol by 1.1% during 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 last quarter. J. Stern & Co. LLP boosted its stake in shares of Amphenol by 9,435.8% during the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after buying an additional 75,964,718 shares during the last quarter. State Street Corp boosted its stake in shares of Amphenol by 1.6% during the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after buying an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after buying an additional 17,387,536 shares in the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after buying an additional 748,813 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 52,203 shares of Amphenol stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $142.04, for a total value of $7,414,914.12. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $273,783,094.28. The trade was a 2.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.42% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research firms recently issued reports on APH. The Goldman Sachs Group upped their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Citigroup upped their target price on shares of Amphenol from $195.00 to $210.00 and gave the company a “buy” rating in a research note on Thursday. Barclays reaffirmed an “overweight” rating and set a $200.00 price target (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. Finally, Evercore reissued an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $191.67.

Amphenol Stock Performance

Amphenol stock opened at $160.33 on Friday. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.89 and a quick ratio of 1.26. Amphenol Corporation has a 12 month low of $102.76 and a 12 month high of $178.52. The company has a fifty day moving average price of $155.05 and a two-hundred day moving average price of $145.03. The company has a market cap of $197.24 billion, a PE ratio of 40.18, a P/E/G ratio of 1.26 and a beta of 1.24.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.16. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The company had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same period last year, the firm posted $0.81 EPS. The company’s revenue for the quarter was up 55.0% on a year-over-year basis. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Research analysts expect that Amphenol Corporation will post 4.95 earnings per share for the current year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were issued a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is currently 25.06%.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q2 results exceeded estimates: Amphenol reported adjusted EPS of $1.35, versus the $1.19 consensus estimate, while revenue reached $8.76 billion compared with expectations of $8.26 billion. Revenue increased 55% year over year, helped by strong IT datacom demand, broad organic growth and acquisitions. Amphenol earnings report
• Positive Sentiment: AI-related demand is supporting growth: Management highlighted record orders and accelerating demand for connectivity products used in artificial-intelligence infrastructure, contributing to a record quarter. AI connectivity growth article
• Positive Sentiment: Q3 outlook beat expectations: Amphenol forecast EPS of $1.40–$1.42 and revenue of $9.3–$9.4 billion, ahead of analyst estimates of $1.26 EPS and $8.6 billion in revenue. Amphenol Q2 results and outlook
• Positive Sentiment: Analyst sentiment improved: BNP Paribas Exane raised its price target to $215 from $200 and maintained an “outperform” rating. Citigroup raised its target to $210 from $195 with a “buy” rating, while Truist increased its target to $215 from $200 and also reiterated “buy.”
• Neutral Sentiment: Despite strong momentum, APH trades at a relatively elevated valuation, with a reported price-to-earnings ratio above 46, leaving the stock sensitive to any slowdown in AI infrastructure spending or disappointment in future guidance.
• Negative Sentiment: Broader market pressure from a sharp oil-price increase, geopolitical tensions and concerns ahead of the Federal Reserve’s decision created a less supportive backdrop for technology and growth stocks, although company-specific earnings strength outweighed those concerns.

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.