Railway Pension Investments Ltd Purchases 805,600 Shares of Amphenol Corporation $APH

Railway Pension Investments Ltd lifted its position in Amphenol Corporation (NYSE:APH) by 619.2% during the 4th quarter, HoldingsChannel reports. The firm owned 935,700 shares of the electronics maker’s stock after acquiring an additional 805,600 shares during the quarter. Amphenol accounts for about 1.5% of Railway Pension Investments Ltd’s investment portfolio, making the stock its 28th largest holding. Railway Pension Investments Ltd’s holdings in Amphenol were worth $126,450,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. Thames Capital Management LLC increased its holdings in shares of Amphenol by 8.9% in the fourth quarter. Thames Capital Management LLC now owns 152,712 shares of the electronics maker’s stock worth $20,638,000 after purchasing an additional 12,506 shares during the last quarter. DT Investment Partners LLC increased its holdings in shares of Amphenol by 819.0% in the fourth quarter. DT Investment Partners LLC now owns 2,279 shares of the electronics maker’s stock worth $308,000 after purchasing an additional 2,031 shares during the last quarter. BNP Paribas Financial Markets increased its holdings in shares of Amphenol by 19.6% in the fourth quarter. BNP Paribas Financial Markets now owns 1,390,917 shares of the electronics maker’s stock worth $187,969,000 after purchasing an additional 228,176 shares during the last quarter. Forsta AP Fonden increased its holdings in shares of Amphenol by 1.1% in the fourth quarter. Forsta AP Fonden now owns 316,500 shares of the electronics maker’s stock worth $42,772,000 after purchasing an additional 3,500 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of Amphenol in the fourth quarter worth about $3,052,145,000. 97.01% of the stock is owned by institutional investors.

Amphenol Trading Up 0.5%

APH opened at $148.41 on Friday. Amphenol Corporation has a 12 month low of $87.95 and a 12 month high of $167.04. The stock has a 50-day moving average of $135.34 and a 200 day moving average of $138.73. The firm has a market cap of $182.58 billion, a P/E ratio of 42.65, a P/E/G ratio of 1.30 and a beta of 1.29. 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 announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the previous year, the business earned $0.63 earnings per share. The company’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, research analysts forecast that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is 28.74%.

Wall Street Analysts Forecast Growth

APH has been the topic of several research reports. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Jefferies Financial Group lifted their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. UBS Group reiterated a “buy” rating and issued a $178.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Finally, BNP Paribas Exane lifted their price target on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $176.87.

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction that occurred on 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 owned 1,927,507 shares in the company, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is owned by 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.