Qtron Investments LLC Cuts Stake in Amphenol Corporation $APH

Qtron Investments LLC reduced its stake in Amphenol Corporation (NYSE:APH) by 26.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,248 shares of the electronics maker’s stock after selling 5,902 shares during the period. Qtron Investments LLC’s holdings in Amphenol were worth $2,196,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of APH. Riggs Asset Managment Co. Inc. boosted its position in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares during the last quarter. Tucker Asset Management LLC purchased a new stake in shares of Amphenol during the fourth quarter valued at $26,000. Board of the Pension Protection Fund purchased a new stake in shares of Amphenol during the fourth quarter valued at $27,000. Lloyd Advisory Services LLC. purchased a new stake in shares of Amphenol during the fourth quarter valued at $29,000. Finally, Tacita Capital Inc boosted its position in shares of Amphenol by 145.6% during the fourth quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock valued at $30,000 after buying an additional 131 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms recently commented on APH. UBS Group reaffirmed a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Piper Sandler set a $165.00 price objective on Amphenol in a research report on Tuesday, March 17th. JPMorgan Chase & Co. increased their price objective on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Jefferies Financial Group increased their price objective on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Over the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by company insiders.

Amphenol Trading Up 2.1%

Shares of NYSE:APH opened at $152.33 on Friday. The stock has a market capitalization of $187.40 billion, a price-to-earnings ratio of 43.77, a PEG ratio of 1.31 and a beta of 1.27. 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 stock’s 50-day simple moving average is $139.17 and its two-hundred day simple moving average is $139.47. Amphenol Corporation has a 52-week low of $92.08 and a 52-week high of $167.04.

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, topping the consensus estimate of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same period last year, the firm posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts expect that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

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

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.