Mountain Pacific Investment Advisers LLC Has $55.78 Million Holdings in Amphenol Corporation $APH

Mountain Pacific Investment Advisers LLC decreased its stake in Amphenol Corporation (NYSE:APH) by 13.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 412,730 shares of the electronics maker’s stock after selling 65,308 shares during the quarter. Amphenol makes up about 9.0% of Mountain Pacific Investment Advisers LLC’s investment portfolio, making the stock its biggest position. Mountain Pacific Investment Advisers LLC’s holdings in Amphenol were worth $55,776,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after purchasing an additional 1,322,682 shares during the last quarter. State Street Corp lifted its stake in Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after purchasing an additional 676,797 shares during the last quarter. Capital International Investors raised its stake in shares of Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the last quarter. Capital Research Global Investors raised its stake in shares of Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after acquiring an additional 8,021,284 shares during the last quarter. Finally, Invesco Ltd. raised its stake in shares of Amphenol by 14.4% during the third quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock valued at $1,121,801,000 after acquiring an additional 1,143,513 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 1.67% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research firms have recently issued reports on APH. Jefferies Financial Group began coverage on shares of Amphenol in a research note on Tuesday, March 31st. They set a “buy” rating and a $145.00 price target for the company. UBS Group set a $170.00 price target on shares of Amphenol and gave the company a “buy” rating in a research note on Tuesday, April 14th. Barclays reaffirmed an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Finally, Wall Street Zen raised shares of Amphenol from a “hold” rating to a “buy” rating in a research note on Saturday, April 11th. Twelve research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $156.71.

Amphenol Price Performance

Shares of NYSE APH opened at $149.74 on Friday. Amphenol Corporation has a twelve month low of $74.14 and a twelve month high of $167.04. The firm has a fifty day simple moving average of $138.22 and a 200 day simple moving average of $138.38. The company has a market capitalization of $184.09 billion, a PE ratio of 44.83, a P/E/G ratio of 1.56 and a beta of 1.25. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter last year, the firm earned $0.55 earnings per share. Amphenol’s quarterly revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts forecast that Amphenol Corporation will post 4.34 EPS for the current year.

Amphenol Announces Dividend

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

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.