Groupama Asset Managment Grows Stake in Amphenol Corporation $APH

Groupama Asset Managment raised its position in shares of Amphenol Corporation (NYSE:APH) by 112.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,261 shares of the electronics maker’s stock after acquiring an additional 14,433 shares during the quarter. Groupama Asset Managment’s holdings in Amphenol were worth $3,374,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC lifted its position in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC raised its position in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares during the period. Kingsview Wealth Management LLC acquired a new position in Amphenol during the 2nd quarter worth about $266,000. Finally, Perennial Investment Advisors LLC acquired a new stake in shares of Amphenol during the second quarter worth about $224,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

APH has been the topic of several analyst reports. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday. US Capital Advisors set a $165.00 price objective on Amphenol in a report on Friday, January 9th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Finally, Citigroup lifted their target price on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Eleven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Amphenol Trading Up 2.1%

Shares of Amphenol stock opened at $130.50 on Friday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The stock has a market cap of $160.41 billion, a PE ratio of 39.07, a price-to-earnings-growth ratio of 1.35 and a beta of 1.20. The company has a 50-day moving average of $143.72 and a two-hundred day moving average of $135.12.

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

Amphenol Announces Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio is presently 29.94%.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol 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 directly owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.67% of the stock is owned by corporate insiders.

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.