659,440 Shares in Amphenol Corporation $APH Purchased by PFA Pension Forsikringsaktieselskab

Key Points

• PFA Pension purchased a new position of 659,440 shares of Amphenol (NYSE:APH) in the fourth quarter, worth about $89.8 million and representing roughly 0.05% of the company.
• Amphenol beat estimates on April 29 with $1.06 EPS vs. $0.95 expected and $7.62 billion revenue (up 58.4% year-over-year), set Q2 2026 EPS guidance of $1.14–$1.16, and carries a consensus analyst rating of Moderate Buy with a $169.08 target.
• CEO Richard Norwitt sold 515,281 shares in February for about $75.9 million (a 21.1% reduction in his position), while institutional investors own roughly 97% of the stock.

PFA Pension Forsikringsaktieselskab purchased a new position in shares of Amphenol Corporation (NYSE:APH - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 659,440 shares of the electronics maker's stock, valued at approximately $89,816,000. PFA Pension Forsikringsaktieselskab owned 0.05% of Amphenol as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also bought and sold shares of APH. Brighton Jones LLC increased its position in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock worth $1,224,000 after acquiring an additional 9,390 shares during the period. Revolve Wealth Partners LLC increased its position in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock worth $701,000 after acquiring an additional 4,721 shares during the period. Bison Wealth LLC increased its position in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock worth $559,000 after acquiring an additional 618 shares during the period. NewEdge Advisors LLC increased its position in Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker's stock worth $6,216,000 after acquiring an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC increased its position in Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker's stock worth $469,000 after acquiring an additional 638 shares during the period. 97.01% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

APH has been the topic of a number of recent research reports. Zacks Research lowered shares of Amphenol from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Citigroup reaffirmed a "buy" rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday. Truist Financial raised their target price on shares of Amphenol from $182.00 to $200.00 and gave the company a "buy" rating in a report on Thursday. Barclays reissued an "overweight" rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Finally, JPMorgan Chase & Co. raised their target price on shares of Amphenol from $190.00 to $200.00 and gave the company an "overweight" rating in a report on Thursday. Twelve research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, Amphenol presently has a consensus rating of "Moderate Buy" and a consensus price target of $169.08.

Amphenol Price Performance

APH stock opened at $142.41 on Friday. The company has a quick ratio of 2.48, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $78.76 and a 12 month high of $167.04. The firm has a market cap of $175.08 billion, a P/E ratio of 40.92, a P/E/G ratio of 1.51 and a beta of 1.25. The company's 50-day moving average price is $138.09 and its two-hundred day moving average price is $138.90.

Amphenol (NYSE:APH - Get Free Report) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period last year, the firm earned $0.63 EPS. The business'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. On average, analysts anticipate that Amphenol Corporation will post 4.39 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol's payout ratio is 28.74%.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company's stock, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 1.42% of the company's stock.

Amphenol 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.

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