Mizuho Markets Cayman LP Acquires Shares of 27,632 Amphenol Corporation $APH

Mizuho Markets Cayman LP acquired a new stake in shares of Amphenol Corporation (NYSE:APH) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 27,632 shares of the electronics maker’s stock, valued at approximately $3,734,000.

Several other hedge funds and other institutional investors have also made changes to their positions in APH. Riggs Asset Managment Co. Inc. boosted its holdings in shares of Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Tucker Asset Management LLC bought a new position in shares of Amphenol during the 4th quarter valued at about $26,000. Board of the Pension Protection Fund bought a new position in shares of Amphenol during the 4th quarter valued at about $27,000. Towne Trust Company N.A bought a new position in shares of Amphenol during the 4th quarter valued at about $34,000. Finally, Laurel Wealth Advisors LLC bought a new position in shares of Amphenol during the 4th quarter valued at about $34,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 6.0%

Shares of NYSE:APH opened at $132.31 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $83.44 and a 12 month high of $167.04. The company has a 50-day moving average price of $134.48 and a 200 day moving average price of $138.63. The company has a market cap of $162.77 billion, a price-to-earnings ratio of 38.02, a PEG ratio of 1.09 and a beta of 1.29.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

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

Analyst Ratings Changes

Several research analysts have commented on the stock. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a report on Tuesday, March 17th. BNP Paribas Exane increased their price target on shares of Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Jefferies Financial Group increased their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Thirteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $176.53.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last ninety days. 1.42% of the stock is owned by company insiders.

About Amphenol

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.