Amphenol Corporation $APH Shares Sold by Rathbones Group PLC

Rathbones Group PLC trimmed its holdings in shares of Amphenol Corporation (NYSE:APH) by 4.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 2,839,137 shares of the electronics maker’s stock after selling 129,024 shares during the quarter. Amphenol accounts for approximately 1.5% of Rathbones Group PLC’s portfolio, making the stock its 15th biggest position. Rathbones Group PLC’s holdings in Amphenol were worth $383,681,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Vanguard Group Inc. increased its holdings in shares of Amphenol by 1.1% during the fourth 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 period. State Street Corp increased its holdings in shares of Amphenol by 1.2% during the third 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 period. Capital International Investors increased its holdings 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 purchasing an additional 14,714,177 shares during the period. Capital Research Global Investors increased its holdings 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 purchasing an additional 8,021,284 shares during the period. Finally, Jennison Associates LLC increased its holdings in shares of Amphenol by 340.8% during the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after purchasing an additional 7,930,532 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Up 3.2%

NYSE:APH opened at $122.96 on Thursday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 1-year low of $83.44 and a 1-year high of $167.04. The firm has a market capitalization of $151.27 billion, a price-to-earnings ratio of 35.33, a price-to-earnings-growth ratio of 1.04 and a beta of 1.29. The stock has a fifty day simple moving average of $134.76 and a 200 day simple moving average of $138.78.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates 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 last year, the company posted $0.63 EPS. Amphenol’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value 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. This trade represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. In the last three months, insiders sold 130,775 shares of company stock valued at $18,709,350. Company insiders own 1.42% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on APH. Barclays reaffirmed an “overweight” rating and set a $180.00 target price (up from $175.00) on shares of Amphenol in a research note on Monday, May 4th. Piper Sandler set a $165.00 target price on Amphenol in a research note on Tuesday, March 17th. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Jefferies Financial Group raised their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, JPMorgan Chase & Co. raised their target price on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $176.53.

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.