Mufg Securities Americas Inc. Boosts Position in Amphenol Corporation $APH

Mufg Securities Americas Inc. lifted its position in Amphenol Corporation (NYSE:APH) by 22.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,924 shares of the electronics maker’s stock after buying an additional 6,116 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Amphenol were worth $4,074,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Financial Management Professionals Inc. boosted its holdings in Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 90 shares during the period. Riggs Asset Managment Co. Inc. raised its position in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 shares in the last quarter. Howard Hughes Medical Institute purchased a new position in Amphenol during the second quarter worth about $26,000. Alpine Bank Wealth Management purchased a new position in Amphenol during the third quarter worth about $30,000. Finally, Evolution Wealth Management Inc. bought a new position in Amphenol in the 2nd quarter worth about $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Trading Down 2.4%

Shares of APH opened at $147.49 on Tuesday. 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 $181.29 billion, a price-to-earnings ratio of 44.16, a PEG ratio of 1.60 and a beta of 1.20. The firm has a 50 day moving average price of $143.31 and a 200-day moving average price of $132.05. 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 Announces Dividend

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%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on APH shares. Citigroup lifted their price target on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. 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. JPMorgan Chase & Co. increased their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Finally, Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider William J. Doherty sold 80,000 shares of the stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The disclosure for this sale is available in the SEC filing. 1.67% of the stock is owned by insiders.

Amphenol Company 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.