Varma Mutual Pension Insurance Co Buys 16,800 Shares of Amphenol Corporation $APH

Varma Mutual Pension Insurance Co boosted its position in Amphenol Corporation (NYSE:APH) by 8.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 209,939 shares of the electronics maker’s stock after acquiring an additional 16,800 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in Amphenol were worth $25,980,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC boosted its stake in shares of 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 purchasing an additional 618 shares in the last quarter. Concurrent Investment Advisors LLC grew its holdings in shares of Amphenol by 5.8% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 18,538 shares of the electronics maker’s stock valued at $1,831,000 after purchasing an additional 1,011 shares during the last quarter. Finally, Vest Financial LLC lifted its stake in Amphenol by 1.4% in the second quarter. Vest Financial LLC now owns 12,317 shares of the electronics maker’s stock worth $1,216,000 after purchasing an additional 175 shares during the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

APH has been the topic of a number of recent research reports. JPMorgan Chase & Co. lifted their price objective on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 price objective on shares of Amphenol in a research note on Thursday, January 15th. Citigroup lifted their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and upped their price target for the company from $120.00 to $150.00 in a report on Wednesday, October 15th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Buying and Selling

In other Amphenol news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 1.67% of the stock is owned by company insiders.

Amphenol Price Performance

APH opened at $144.31 on Thursday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock has a market capitalization of $176.65 billion, a PE ratio of 43.21, a price-to-earnings-growth ratio of 1.52 and a beta of 1.20. The stock’s 50 day moving average price is $141.54 and its 200-day moving average price is $129.58. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the previous year, the business posted $0.55 earnings per share. The firm’s revenue for the quarter was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities research analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 29.94%.

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.