Amphenol Corporation $APH Shares Sold by Swedbank AB

Swedbank AB trimmed its holdings in Amphenol Corporation (NYSE:APH) by 9.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 4,174,490 shares of the electronics maker’s stock after selling 439,722 shares during the quarter. Swedbank AB’s holdings in Amphenol were worth $564,141,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Capital Advisors Inc. OK raised its stake in Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC grew its position in Amphenol by 3.5% during the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 70 shares during the last quarter. LOM Asset Management Ltd grew its position in Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after purchasing an additional 70 shares during the last quarter. Seeds Investor LLC grew its position in Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after purchasing an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC grew its position in Amphenol by 2.6% during the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock worth $388,000 after purchasing an additional 74 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Stock Down 3.1%

APH stock opened at $136.70 on Wednesday. The company has a market cap of $168.06 billion, a P/E ratio of 39.28, a P/E/G ratio of 1.27 and a beta of 1.29. Amphenol Corporation has a 52 week low of $79.10 and a 52 week high of $167.04. The company’s 50-day moving average price is $137.80 and its 200 day moving average price is $139.20. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm’s revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, research analysts expect that Amphenol Corporation will post 4.62 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd were given a dividend of $0.25 per share. The ex-dividend date was Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s payout ratio is presently 28.74%.

Analysts Set New Price Targets

APH has been the topic of several analyst reports. Jefferies Financial Group lifted their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Barclays reissued an “overweight” rating and set a $180.00 price objective (up from $175.00) on shares of Amphenol in a report on Monday. Finally, The Goldman Sachs Group boosted their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.53.

Key Stories Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts are raising forecasts and price targets, signaling upside from higher earnings expectations — BNP Paribas Exane raised its APH target to $195 and several outlets note a consensus upside (~27.7%) driven by earnings-revision momentum. BNP Paribas price target raise
• Positive Sentiment: Street research highlights rising earnings estimates for APH, which typically supports higher valuations and buy-side interest. Zacks and other outlets flag “surging earnings estimates” as a near-term upside driver. Zacks on estimates
• Positive Sentiment: Momentum in Amphenol shares contributed to index/ETF positioning (Russell 1000 tech focus), which can amplify flows into the stock when analysts upgrade or estimates tick up. Kalkine on momentum
• Neutral Sentiment: Amphenol priced €1.1B of Euro-denominated senior notes (€600M due 2029 at 3.375%, €500M due 2034 at 3.875%). Low fixed rates help refinance/finance growth affordably, but add gross debt that investors may weigh against leverage metrics. Business Wire: senior notes
• Negative Sentiment: Insider selling: CEO Richard A. Norwitt disclosed multiple sales (May 1, 4, 5) totaling ~130,000+ shares across the period at ~$142–$144 — sizable dollar amounts were liquidated. While insider sales can be routine (liquidity/tax reasons), clustered CEO sales often weigh on sentiment and likely contributed to downward pressure today. SEC filing: CEO sales

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 shares were 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 in the company, valued at approximately $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 accessible through this link. Insiders have sold a total of 646,056 shares of company stock worth $94,594,783 in the last ninety days. Insiders own 1.42% of the company’s stock.

Amphenol Company 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.