SG Americas Securities LLC Increases Holdings in Amphenol Corporation $APH

SG Americas Securities LLC grew its holdings in Amphenol Corporation (NYSE:APH) by 294.3% during the first quarter, HoldingsChannel reports. The fund owned 4,159,165 shares of the electronics maker’s stock after purchasing an additional 3,104,335 shares during the period. Amphenol accounts for about 0.6% of SG Americas Securities LLC’s investment portfolio, making the stock its 24th biggest holding. SG Americas Securities LLC’s holdings in Amphenol were worth $525,510,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Generali Asset Management SPA SGR grew its holdings in shares of Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares during the last quarter. Regents Gate Capital LLP lifted its holdings 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 purchasing an additional 34,289 shares during the last quarter. Praxis Investment Management Inc. boosted its position 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 purchasing an additional 12,502 shares during the period. Principal Financial Group Inc. boosted its position 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 purchasing an additional 70,938 shares during the period. Finally, CGN Advisors LLC purchased a new position in Amphenol during the 4th quarter worth approximately $1,592,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol 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 sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last ninety days, insiders have sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have weighed in on APH. Robert W. Baird set a $177.00 price objective on Amphenol in a research note on Thursday, April 30th. UBS Group restated a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Barclays reiterated an “overweight” rating and set a $198.00 price target on shares of Amphenol in a research note on Monday, June 8th. Finally, Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $178.07.

Amphenol Trading Up 0.2%

Shares of APH stock opened at $164.23 on Monday. The business’s 50 day moving average is $142.92 and its two-hundred day moving average is $140.37. Amphenol Corporation has a twelve month low of $92.98 and a twelve month high of $167.04. The company has a market capitalization of $202.05 billion, a P/E ratio of 47.19, a price-to-earnings-growth ratio of 1.44 and a beta of 1.27. 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 (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate 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 analysts’ expectations of $7.08 billion. During the same quarter in the prior year, the business earned $0.63 earnings per share. The company’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts forecast that Amphenol Corporation will post 4.76 EPS 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 given 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 0.6%. Amphenol’s dividend payout ratio is presently 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.