O Shaughnessy Asset Management LLC Boosts Position in Amphenol Corporation $APH

O Shaughnessy Asset Management LLC boosted its holdings in Amphenol Corporation (NYSE:APH) by 8.2% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 246,299 shares of the electronics maker’s stock after buying an additional 18,749 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Amphenol were worth $33,285,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. raised its stake 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 raised its stake 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. JPMorgan Chase & Co. raised its stake in shares of Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares during the period. Geode Capital Management LLC raised its stake in shares of Amphenol by 2.5% during the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after purchasing an additional 748,813 shares during the period. Finally, Capital International Investors raised its stake in shares of Amphenol by 31.5% during the fourth quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock valued at $3,200,276,000 after purchasing an additional 5,674,225 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on APH shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Seaport Research Partners restated a “buy” rating and issued a $215.00 price target on shares of Amphenol in a research note on Thursday, April 30th. JPMorgan Chase & Co. lifted their price target on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Robert W. Baird set a $177.00 price target on shares of Amphenol in a research note on Thursday, April 30th. Finally, Barclays restated an “overweight” rating and issued a $198.00 price target on shares of Amphenol in a research note on Monday. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $178.07.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’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 represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last three months. Corporate insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of APH opened at $143.57 on Tuesday. The company has a market cap of $176.62 billion, a price-to-earnings ratio of 41.26, a price-to-earnings-growth ratio of 1.22 and a beta of 1.27. The firm has a fifty day moving average of $137.44 and a 200-day moving average of $139.07. Amphenol Corporation has a 1 year low of $91.06 and a 1 year 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.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The business 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 company’s quarterly revenue was up 58.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued 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 0.7%. Amphenol’s dividend payout ratio is presently 28.74%.

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.