Amphenol Corporation $APH Stock Holdings Trimmed by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. decreased its holdings in Amphenol Corporation (NYSE:APH) by 8.2% in the 1st quarter, HoldingsChannel reports. The firm owned 146,211 shares of the electronics maker’s stock after selling 13,041 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Amphenol were worth $18,474,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. J. Stern & Co. LLP lifted its holdings in Amphenol by 9,435.8% in 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 purchasing an additional 75,964,718 shares during the period. Norges Bank bought a new position in Amphenol in the 4th quarter valued at about $3,052,145,000. JPMorgan Chase & Co. increased 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 acquiring an additional 17,387,536 shares during the period. Jennison Associates LLC increased its position in shares of Amphenol by 340.8% during 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 period. Finally, Capital International Investors grew its holdings in Amphenol by 31.5% during the fourth quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after acquiring an additional 5,674,225 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have sold 130,775 shares of company stock valued at $18,709,350 over the last quarter. Company insiders own 1.42% of the company’s stock.

Amphenol Trading Down 3.1%

Shares of NYSE APH opened at $152.59 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 $102.76 and a 12 month high of $178.52. The company has a market cap of $187.72 billion, a price-to-earnings ratio of 43.85, a P/E/G ratio of 1.31 and a beta of 1.24. The business has a fifty day simple moving average of $152.74 and a 200-day simple moving average of $144.66.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s revenue was up 58.4% on a year-over-year basis. 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. Sell-side analysts predict that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on APH shares. Robert W. Baird set a $177.00 price target on shares of Amphenol in a report on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and issued a $195.00 price objective (up from $180.00) on shares of Amphenol in a research note on Monday, July 13th. Truist Financial boosted their target price on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. The Goldman Sachs Group increased their target price on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Seaport Research Partners restated a “buy” rating and issued a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, Amphenol has an average rating of “Buy” and an average 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.