State of New Jersey Common Pension Fund D Grows Stock Holdings in Amphenol Corporation $APH

State of New Jersey Common Pension Fund D grew its stake in shares of Amphenol Corporation (NYSE:APH) by 5.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 427,489 shares of the electronics maker’s stock after acquiring an additional 20,391 shares during the period. State of New Jersey Common Pension Fund D’s holdings in Amphenol were worth $52,902,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Geode Capital Management LLC grew its holdings in Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock valued at $2,804,338,000 after buying an additional 2,217,079 shares in the last quarter. Norges Bank purchased a new stake in shares of Amphenol in the second quarter worth about $2,104,244,000. Franklin Resources Inc. grew its stake in Amphenol by 13.4% during the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock valued at $1,239,017,000 after acquiring an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. increased its holdings in Amphenol by 1.9% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock worth $699,998,000 after acquiring an additional 133,966 shares during the period. Finally, Envestnet Asset Management Inc. lifted its stake in Amphenol by 2.6% in the 3rd quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock worth $746,728,000 after purchasing an additional 150,407 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Trading Up 2.1%

Shares of APH opened at $146.72 on Friday. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The firm has a market cap of $180.35 billion, a price-to-earnings ratio of 43.93, a PEG ratio of 1.55 and a beta of 1.20. The firm has a 50 day moving average price of $141.77 and a 200-day moving average price of $130.13. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98.

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

Amphenol Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms have recently commented on APH. Truist Financial set a $182.00 price target on shares of Amphenol in a research report on Tuesday, January 13th. Citigroup boosted their target price on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Evercore reiterated an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research report on Tuesday, January 20th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, UBS Group reissued a “buy” rating and issued a $174.00 price target (up previously from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently 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 value of $11,360,000.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.67% of the stock is owned by insiders.

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.