CI Investments Inc. Grows Position in Amphenol Corporation $APH

CI Investments Inc. grew its stake in Amphenol Corporation (NYSE:APH) by 700.6% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 212,434 shares of the electronics maker’s stock after buying an additional 185,898 shares during the period. CI Investments Inc.’s holdings in Amphenol were worth $26,289,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. SYM FINANCIAL Corp lifted its stake in shares of Amphenol by 0.9% during the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock valued at $1,147,000 after buying an additional 82 shares in the last quarter. Bruce G. Allen Investments LLC raised its position in shares of Amphenol by 9.4% during the 3rd quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock valued at $121,000 after buying an additional 84 shares in the last quarter. Tower Wealth Partners Inc. lifted its holdings in shares of Amphenol by 2.1% in the 3rd quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock valued at $526,000 after acquiring an additional 86 shares during the last quarter. Financial Management Professionals Inc. grew its position in Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 90 shares in the last quarter. Finally, Allen Capital Group LLC increased its stake in Amphenol by 3.2% during the third quarter. Allen Capital Group LLC now owns 3,012 shares of the electronics maker’s stock worth $373,000 after acquiring an additional 92 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on APH. Citigroup boosted their target price on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. US Capital Advisors set a $165.00 target price on shares of Amphenol in a research note on Friday, January 9th. JPMorgan Chase & Co. lifted their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Finally, Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.67% of the company’s stock.

Amphenol Stock Down 4.3%

Shares of Amphenol stock opened at $129.40 on Wednesday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The stock has a market cap of $159.06 billion, a price-to-earnings ratio of 38.74, a PEG ratio of 1.43 and a beta of 1.20. The firm’s 50-day moving average is $144.71 and its two-hundred day moving average is $133.47. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04.

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

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is currently 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.