Amphenol Corporation $APH Shares Bought by Swiss National Bank

Swiss National Bank lifted its stake in shares of Amphenol Corporation (NYSE:APH) by 7.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,668,200 shares of the electronics maker’s stock after buying an additional 267,900 shares during the quarter. Swiss National Bank owned approximately 0.30% of Amphenol worth $362,235,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in APH. Opal Wealth Advisors LLC bought a new position in Amphenol during the 2nd quarter valued at $25,000. Hilltop National Bank acquired a new stake in shares of Amphenol in the 2nd quarter valued at about $35,000. Avalon Trust Co lifted its position in shares of Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock worth $27,000 after purchasing an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new position in Amphenol in the first quarter worth about $28,000. Finally, Saudi Central Bank bought a new stake in Amphenol in the first quarter valued at about $31,000. Institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on APH. Barclays increased their target price on Amphenol from $120.00 to $143.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. The Goldman Sachs Group set a $154.00 price objective on shares of Amphenol and gave the stock a “buy” rating in a report on Thursday, October 23rd. Truist Financial boosted their target price on shares of Amphenol from $126.00 to $147.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Finally, UBS Group set a $152.00 price target on shares of Amphenol and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $131.54.

Amphenol Price Performance

Shares of APH opened at $130.50 on Friday. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $144.37. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The stock has a fifty day moving average price of $129.35 and a 200 day moving average price of $109.65. The company has a market cap of $159.73 billion, a P/E ratio of 43.50, a PEG ratio of 1.58 and a beta of 1.20.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. The company had revenue of $6.19 billion for the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm’s quarterly revenue was up 53.4% compared to the same quarter last year. During the same period last year, the business posted $0.50 earnings per share. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. On average, research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th will be given a $0.25 dividend. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date is Tuesday, December 16th. This represents a $1.00 annualized dividend and a yield of 0.8%. Amphenol’s payout ratio is currently 33.33%.

Insider Buying and Selling

In related news, insider Luc Walter sold 365,118 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $134.65, for a total value of $49,163,138.70. Following the sale, the insider directly owned 433,742 shares in the company, valued at $58,403,360.30. This trade represents a 45.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Lance E. D’amico sold 120,000 shares of Amphenol stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $140.01, for a total value of $16,801,200.00. Following the sale, the vice president directly owned 76,400 shares in the company, valued at $10,696,764. The trade was a 61.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,123,270 shares of company stock valued at $152,357,247 in the last ninety days. Insiders own 1.67% of the company’s stock.

About Amphenol

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.