Banque Cantonale Vaudoise Has $3.08 Million Stock Holdings in Amphenol Corporation $APH

Banque Cantonale Vaudoise increased its position in shares of Amphenol Corporation (NYSE:APH) by 90.1% during the 4th quarter, HoldingsChannel reports. The fund owned 22,780 shares of the electronics maker’s stock after purchasing an additional 10,795 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Amphenol were worth $3,079,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the company. Capital Advisors Inc. OK lifted its stake in shares of Amphenol by 3.4% during the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 68 shares during the period. Canvas Wealth Advisors LLC lifted its stake in shares of Amphenol by 3.5% during the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 70 shares during the period. LOM Asset Management Ltd lifted its stake in shares of Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after acquiring an additional 70 shares during the period. Seeds Investor LLC lifted its stake in Amphenol by 4.0% in the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after buying an additional 72 shares during the period. Finally, Procyon Advisors LLC lifted its stake in Amphenol by 2.6% in the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after buying an additional 74 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Up 3.2%

NYSE:APH opened at $122.96 on Thursday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The company has a market cap of $151.27 billion, a PE ratio of 35.33, a PEG ratio of 1.04 and a beta of 1.29. Amphenol Corporation has a 52-week low of $83.44 and a 52-week high of $167.04. The stock has a 50-day simple moving average of $134.76 and a 200 day simple moving average of $138.78.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period last year, the company earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Analyst Ratings Changes

Several research firms have weighed in on APH. Piper Sandler set a $165.00 target price on Amphenol in a research note on Tuesday, March 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Citigroup reissued a “buy” rating and issued a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Evercore increased their target price on Amphenol from $165.00 to $180.00 and gave the company an “outperform” rating in a research note on Thursday, April 30th. Finally, Rothschild & Co Redburn increased their target price on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $176.53.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is currently owned by company insiders.

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.