Russell Investments Group Ltd. Raises Position in Amphenol Corporation $APH

Russell Investments Group Ltd. grew its stake in Amphenol Corporation (NYSE:APH) by 12.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,153,302 shares of the electronics maker’s stock after purchasing an additional 131,470 shares during the period. Russell Investments Group Ltd. owned approximately 0.09% of Amphenol worth $142,412,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. Schroder Investment Management Group lifted its position in Amphenol by 3.0% in the third quarter. Schroder Investment Management Group now owns 1,336,600 shares of the electronics maker’s stock worth $165,404,000 after buying an additional 39,351 shares during the last quarter. Private Advisor Group LLC increased its position in Amphenol by 13.6% during the third quarter. Private Advisor Group LLC now owns 50,204 shares of the electronics maker’s stock valued at $6,213,000 after acquiring an additional 6,015 shares during the last quarter. PFG Advisors raised its stake in shares of Amphenol by 10.0% in the third quarter. PFG Advisors now owns 63,606 shares of the electronics maker’s stock valued at $7,871,000 after acquiring an additional 5,769 shares during the period. Diversify Advisory Services LLC raised its stake in shares of Amphenol by 27.0% in the third quarter. Diversify Advisory Services LLC now owns 13,157 shares of the electronics maker’s stock valued at $1,628,000 after acquiring an additional 2,800 shares during the period. Finally, Jefferies Financial Group Inc. bought a new stake in shares of Amphenol in the 3rd quarter worth about $4,295,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

NYSE APH opened at $136.15 on Tuesday. The company has a market cap of $167.36 billion, a PE ratio of 40.76, a P/E/G ratio of 1.39 and a beta of 1.20. The firm’s 50 day moving average price is $144.42 and its 200-day moving average price is $134.16. 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 Corporation has a 52-week low of $56.45 and a 52-week high of $167.04.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share 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 company had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the prior year, the business earned $0.55 earnings per share. Amphenol’s revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 29.94%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol 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 transaction, the chief executive officer 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.67% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

APH has been the topic of several analyst reports. The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 price target on shares of Amphenol in a report on Thursday, January 15th. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. JPMorgan Chase & Co. upped their target price on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Finally, Barclays reissued an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

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.