Fiera Capital Corp Reduces Holdings in Amphenol Corporation $APH

Fiera Capital Corp decreased its position in Amphenol Corporation (NYSE:APH) by 8.3% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 932,758 shares of the electronics maker’s stock after selling 84,322 shares during the period. Fiera Capital Corp’s holdings in Amphenol were worth $126,053,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Generali Asset Management SPA SGR grew its stake in shares of Amphenol by 20.2% in the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares during the period. Oppenheimer Asset Management Inc. grew its stake in shares of Amphenol by 10.7% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after buying an additional 26,175 shares during the period. Regents Gate Capital LLP grew its stake in shares of Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares during the period. Praxis Investment Management Inc. grew its stake in shares of Amphenol by 86.3% in the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after buying an additional 12,502 shares during the period. Finally, Principal Financial Group Inc. grew its stake in shares of Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after buying an additional 70,938 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on APH. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Truist Financial increased their price objective on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Rothschild & Co Redburn increased their price objective on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $176.87.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the 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 directly owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In the last quarter, insiders have sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by corporate insiders.

Amphenol Stock Performance

NYSE:APH opened at $138.84 on Monday. The stock has a market capitalization of $170.80 billion, a P/E ratio of 39.90, a PEG ratio of 1.22 and a beta of 1.27. Amphenol Corporation has a fifty-two week low of $91.06 and a fifty-two week high of $167.04. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The company has a 50 day moving average price of $137.03 and a 200 day moving average price of $138.99.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion for 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%. The firm’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period in the prior year, the business earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts forecast that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio is 28.74%.

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.