United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Has $103.46 Million Position in Amphenol Corporation $APH

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 8.9% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 835,996 shares of the electronics maker’s stock after selling 81,838 shares during the quarter. Amphenol comprises 3.8% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s portfolio, making the stock its 6th biggest holding. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Amphenol were worth $103,455,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. SYM FINANCIAL Corp increased its holdings 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 acquiring an additional 82 shares during the last quarter. Bruce G. Allen Investments LLC lifted its holdings in Amphenol by 9.4% in the 3rd quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock worth $121,000 after purchasing an additional 84 shares during the last quarter. Tower Wealth Partners Inc. boosted its position in Amphenol by 2.1% during the third quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock worth $526,000 after purchasing an additional 86 shares during the period. Fiduciary Group LLC boosted its position in Amphenol by 0.3% during the third quarter. Fiduciary Group LLC now owns 35,022 shares of the electronics maker’s stock worth $4,334,000 after purchasing an additional 89 shares during the period. Finally, Financial Management Professionals Inc. grew its holdings in Amphenol by 82.6% during the third 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 last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’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 transaction, the chief executive officer directly owned 1,927,507 shares in the company, 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 legal filing with the SEC, which is available at this link. 1.67% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on APH. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Evercore reiterated an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. Citigroup boosted their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Finally, UBS Group reiterated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Trading Down 3.2%

Shares of APH stock opened at $131.86 on Friday. The firm has a market capitalization of $162.08 billion, a P/E ratio of 39.48, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The firm’s fifty day simple moving average is $144.44 and its 200 day simple moving average is $133.79. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08.

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

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is presently 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.