Erste Asset Management GmbH Sells 34,897 Shares of Amphenol Corporation $APH

Erste Asset Management GmbH lessened its position in Amphenol Corporation (NYSE:APH) by 30.1% in the third quarter, HoldingsChannel reports. The fund owned 81,197 shares of the electronics maker’s stock after selling 34,897 shares during the quarter. Erste Asset Management GmbH’s holdings in Amphenol were worth $10,121,000 as of its most recent SEC filing.

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

Insider Transactions at Amphenol

In related news, insider William J. Doherty sold 80,000 shares of the stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $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 currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. UBS Group restated a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. JPMorgan Chase & Co. boosted 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 reissued an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Barclays restated an “overweight” rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Finally, Truist Financial set a $182.00 price target on Amphenol in a report on Tuesday, January 13th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Price Performance

Shares of NYSE APH opened at $145.94 on Friday. The company has a market capitalization of $179.39 billion, a PE ratio of 43.70, a PEG ratio of 1.57 and a beta of 1.20. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The stock’s 50 day moving average price is $144.87 and its 200-day moving average price is $132.84. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly 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 return on equity of 35.57% and a net margin of 18.49%.The business had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same period last year, the company posted $0.55 earnings per share. Amphenol’s quarterly 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. On average, equities analysts anticipate that Amphenol Corporation will post 2.36 EPS 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 issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s payout ratio is 29.94%.

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.