Allspring Global Investments Holdings LLC Has $238.49 Million Stake in Amphenol Corporation $APH

Allspring Global Investments Holdings LLC increased its stake in shares of Amphenol Corporation (NYSE:APH) by 9.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 1,867,546 shares of the electronics maker’s stock after acquiring an additional 156,774 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Amphenol were worth $238,486,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. J. Stern & Co. LLP raised its position in shares of Amphenol by 9,435.8% during the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after acquiring an additional 75,964,718 shares during the last quarter. Norges Bank acquired a new position in Amphenol during the 4th quarter valued at about $3,052,145,000. JPMorgan Chase & Co. boosted its stake in shares of Amphenol by 102.7% in the 4th 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 last quarter. Jennison Associates LLC boosted its stake in shares of Amphenol by 340.8% in the 4th 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 last quarter. Finally, Capital International Investors grew its position in shares of Amphenol by 31.5% during the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after buying an additional 5,674,225 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of APH stock opened at $153.25 on Friday. 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 12-month low of $95.19 and a 12-month high of $178.52. The firm has a fifty day moving average of $149.33 and a 200-day moving average of $143.96. The firm has a market capitalization of $188.53 billion, a price-to-earnings ratio of 44.04, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s revenue was up 58.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 4.83 earnings per share for the current year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

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 stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last quarter. Company insiders own 1.42% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently weighed in on APH. Truist Financial increased their price objective on shares of Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and set a $195.00 target price (up from $180.00) on shares of Amphenol in a report on Monday. Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Rothschild & Co Redburn increased their price target on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, TD Cowen restated a “hold” rating and issued a $175.00 price target (up from $135.00) on shares of Amphenol in a research report on Monday. Fourteen investment 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.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus target price of $186.00.

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.