WINTON GROUP Ltd Invests $664,000 in Amphenol Corporation $APH

WINTON GROUP Ltd bought a new position in Amphenol Corporation (NYSE:APH) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 5,365 shares of the electronics maker’s stock, valued at approximately $664,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Russell Investments Group Ltd. increased its stake in shares of Amphenol by 12.9% during the third quarter. Russell Investments Group Ltd. now owns 1,153,302 shares of the electronics maker’s stock valued at $142,412,000 after buying an additional 131,470 shares during the period. Schroder Investment Management Group lifted its stake 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 acquiring an additional 39,351 shares during the period. Private Advisor Group LLC lifted its stake in Amphenol by 13.6% in the third quarter. Private Advisor Group LLC now owns 50,204 shares of the electronics maker’s stock worth $6,213,000 after acquiring an additional 6,015 shares during the period. PFG Advisors boosted its holdings in 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 in the last quarter. Finally, Diversify Advisory Services LLC increased its position in Amphenol by 27.0% during the 3rd quarter. Diversify Advisory Services LLC now owns 13,157 shares of the electronics maker’s stock valued at $1,628,000 after purchasing an additional 2,800 shares during the period. Institutional investors 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 firm’s stock in a transaction that occurred on 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 completion of the transaction, 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 filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Up 2.2%

Shares of Amphenol stock traded up $2.87 during trading on Friday, hitting $134.34. The company’s stock had a trading volume of 1,362,117 shares, compared to its average volume of 10,424,036. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The company has a market capitalization of $165.13 billion, a PE ratio of 40.44, a P/E/G ratio of 1.42 and a beta of 1.20. The company has a fifty day simple moving average of $144.35 and a two-hundred day simple moving average of $134.33. 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 (NYSE:APH) last announced its quarterly earnings data 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 net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the company earned $0.55 earnings per share. The business’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. Equities research analysts predict that Amphenol Corporation will post 2.36 earnings per share 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 paid a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is presently 29.94%.

Analysts Set New Price Targets

APH has been the subject of several research analyst reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Citigroup raised their price objective on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. JPMorgan Chase & Co. lifted their price objective on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday, January 27th. Finally, Evercore reiterated an “outperform” rating and set a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price 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.