Fideuram Asset Management Ireland dac Takes $2.62 Million Position in Amphenol Corporation $APH

Fideuram Asset Management Ireland dac purchased a new stake in shares of Amphenol Corporation (NYSE:APH) during the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 19,416 shares of the electronics maker’s stock, valued at approximately $2,624,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Vanguard Group Inc. increased its position in Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after acquiring an additional 1,322,682 shares during the last quarter. State Street Corp increased its position in Amphenol by 1.2% during the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after acquiring an additional 676,797 shares during the last quarter. Geode Capital Management LLC increased its position in Amphenol by 2.5% during the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after acquiring an additional 748,813 shares during the last quarter. Capital International Investors increased its position in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the last quarter. Finally, Capital Research Global Investors increased its position in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after acquiring an additional 8,021,284 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last three months. 1.42% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of analysts recently commented on APH shares. Truist Financial upped their price objective on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Robert W. Baird set a $177.00 price objective on Amphenol in a research report on Thursday, April 30th. UBS Group reiterated a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Finally, JPMorgan Chase & Co. upped their price target on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $176.87.

Amphenol Stock Performance

NYSE APH opened at $148.41 on Friday. The firm has a market cap of $182.58 billion, a price-to-earnings ratio of 42.65, a price-to-earnings-growth ratio of 1.29 and a beta of 1.29. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The business has a 50-day moving average price of $135.34 and a 200-day moving average price of $138.73. Amphenol Corporation has a twelve month low of $87.95 and a twelve month high of $167.04.

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

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend 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 presently 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.