OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 27,890 Shares of Amphenol Corporation $APH

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its holdings in Amphenol Corporation (NYSE:APH) by 55.8% in the 4th quarter, HoldingsChannel reports. The firm owned 22,110 shares of the electronics maker’s stock after selling 27,890 shares during the quarter. OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Amphenol were worth $2,988,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Tucker Asset Management LLC bought a new stake in shares of Amphenol in the 4th quarter valued at about $26,000. Board of the Pension Protection Fund bought a new stake in shares of Amphenol in the 4th quarter valued at about $27,000. Lloyd Advisory Services LLC. bought a new stake in shares of Amphenol in the 4th quarter valued at about $29,000. Tacita Capital Inc raised its holdings in shares of Amphenol by 145.6% in the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock valued at $30,000 after purchasing an additional 131 shares in the last quarter. Finally, Cornerstone Financial Management LLC bought a new stake in shares of Amphenol in the 4th quarter valued at about $31,000. Institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Truist Financial boosted their price objective on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. UBS Group reiterated a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Seaport Research Partners reiterated a “buy” rating and set a $215.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, March 17th. Finally, Evercore reiterated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Fourteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $178.07.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were 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. The trade was a 0.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Over the last quarter, insiders have sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by insiders.

Amphenol Trading Up 3.3%

NYSE APH opened at $158.94 on Tuesday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The firm has a market cap of $195.54 billion, a PE ratio of 45.67, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. The company has a 50 day moving average price of $140.32 and a 200 day moving average price of $139.73. Amphenol Corporation has a 52 week low of $92.22 and a 52 week high of $167.04.

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

Amphenol Dividend Announcement

The business 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 yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s payout ratio is currently 28.74%.

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.