Legal & General Group Plc Increases Stock Holdings in Amphenol Corporation $APH

Legal & General Group Plc raised its position in Amphenol Corporation (NYSE:APH) by 12.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,334,138 shares of the electronics maker’s stock after buying an additional 928,994 shares during the period. Legal & General Group Plc owned about 0.68% of Amphenol worth $1,031,350,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of APH. Financial Management Professionals Inc. grew its position in shares of Amphenol by 82.6% in 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 in the last quarter. Riggs Asset Managment Co. Inc. increased its holdings in shares of Amphenol by 200.0% during the 2nd 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 during the last quarter. Howard Hughes Medical Institute purchased a new position in Amphenol in the second quarter worth approximately $26,000. Alpine Bank Wealth Management acquired a new position in shares of Amphenol in the 3rd quarter valued at $30,000. Finally, Evolution Wealth Management Inc. purchased a new stake in Amphenol in the 2nd quarter valued at about $31,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Price Performance

Shares of APH opened at $136.15 on Tuesday. The company has a market cap of $167.36 billion, a P/E ratio of 40.76, a PEG ratio of 1.39 and a beta of 1.20. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. 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 firm’s 50 day moving average price is $144.42 and its 200 day moving average price is $134.16.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter last year, the company posted $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. On average, research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal 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 dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated 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 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.67% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Evercore restated an “outperform” rating and issued a $165.00 price objective on shares of Amphenol in a report on Tuesday, January 20th. UBS Group reissued a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. US Capital Advisors set a $165.00 price target on Amphenol in a research note on Friday, January 9th. Barclays restated an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Finally, JPMorgan Chase & Co. boosted their price objective on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday, January 27th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $151.38.

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.