Amphenol Corporation $APH Shares Sold by Jensen Investment Management Inc.

Jensen Investment Management Inc. decreased its position in Amphenol Corporation (NYSE:APH) by 66.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 869,464 shares of the electronics maker’s stock after selling 1,742,545 shares during the period. Amphenol accounts for approximately 1.3% of Jensen Investment Management Inc.’s investment portfolio, making the stock its 24th largest position. Jensen Investment Management Inc.’s holdings in Amphenol were worth $107,596,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in APH. Norges Bank purchased a new position in shares of Amphenol during the 2nd quarter worth $2,104,244,000. Holocene Advisors LP lifted its holdings in shares of Amphenol by 201.2% in the 2nd quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock worth $381,909,000 after acquiring an additional 2,583,628 shares during the last quarter. Jennison Associates LLC acquired a new stake in Amphenol in the 3rd quarter valued at approximately $287,947,000. Geode Capital Management LLC lifted its stake in Amphenol by 8.4% during the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after purchasing an additional 2,217,079 shares in the last quarter. Finally, 1832 Asset Management L.P. grew its stake in shares of Amphenol by 8,384.3% in the second quarter. 1832 Asset Management L.P. now owns 1,802,819 shares of the electronics maker’s stock valued at $178,028,000 after buying an additional 1,781,570 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Stock Performance

NYSE APH opened at $144.21 on Wednesday. The company has a fifty day moving average of $141.42 and a two-hundred day moving average of $129.48. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The company has a market capitalization of $176.52 billion, a PE ratio of 43.18, a P/E/G ratio of 1.52 and a beta of 1.20.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm’s revenue was up 49.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be issued a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Insider Transactions at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 1.67% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have issued reports on the stock. UBS Group reiterated a “buy” rating and set a $174.00 price target (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. US Capital Advisors set a $165.00 price objective on Amphenol in a research note on Friday, January 9th. Truist Financial set a $182.00 price target on Amphenol in a report on Tuesday, January 13th. Barclays restated an “overweight” rating and set a $175.00 target price (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and an average price target of $151.38.

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.