Amphenol Corporation $APH Shares Purchased by ASR Vermogensbeheer N.V.

Key Points

• ASR Vermogensbeheer increased its stake in Amphenol by 31.0% in Q4 to 126,331 shares, worth about $17,072,000.
• CEO Richard Norwitt sold 17,500 shares at an average $143.21 on May 5, part of roughly 646,056 insider shares sold (~$94.6M) in the past 90 days, signaling clustered insider selling.
• Amphenol posted a Q1 beat (EPS $1.06 vs. $0.95, revenue $7.62B vs. $7.08B), spurring multiple analyst price‑target raises and a consensus "Moderate Buy" average target of $176.53, with Q2 guidance set at EPS 1.140–1.160.

ASR Vermogensbeheer N.V. raised its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 31.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 126,331 shares of the electronics maker's stock after purchasing an additional 29,877 shares during the period. ASR Vermogensbeheer N.V.'s holdings in Amphenol were worth $17,072,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of 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 purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC raised its stake in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock valued at $559,000 after buying an additional 618 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker's stock worth $6,216,000 after buying an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC grew its position in shares of Amphenol by 15.5% in the 2nd 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 in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The stock was 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 in the company, 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 Securities & Exchange Commission, which is available at this link. Insiders sold a total of 646,056 shares of company stock valued at $94,594,783 in the last ninety days. 1.42% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on APH shares. Barclays reiterated an "overweight" rating and issued a $180.00 price target (up from $175.00) on shares of Amphenol in a report on Monday. Truist Financial lifted their price objective on shares of Amphenol from $182.00 to $200.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. Citigroup reissued a "buy" rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Jefferies Financial Group raised their price target on shares of Amphenol from $165.00 to $190.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Finally, Rothschild & Co Redburn lifted their price target on shares of Amphenol from $160.00 to $172.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $176.53.

Amphenol Price Performance

NYSE APH opened at $136.44 on Friday. 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 Corporation has a 1 year low of $80.11 and a 1 year high of $167.04. The company has a market cap of $167.86 billion, a PE ratio of 39.21, a PEG ratio of 1.21 and a beta of 1.29. The stock's 50-day moving average price is $137.31 and its two-hundred day moving average price is $139.35.

Amphenol (NYSE:APH - Get Free Report) last released its earnings results 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. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same period last year, the firm posted $0.63 earnings per share. The firm'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 predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol's payout ratio is 28.74%.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q1 beat and multi‑segment growth: APH reported a strong quarter (revenue and EPS above consensus) and set Q2 guidance that keeps analysts raising estimates — this is the primary fundamental support for the stock. MarketBeat APH
• Positive Sentiment: Analyst upgrades and price‑target lifts: Several brokerages have increased targets and reiterated buy/overweight views, creating upside via earnings‑revision momentum and index/ETF inflows. BNP Paribas price target raise
• Positive Sentiment: End‑market momentum — communications and AI data centers: Research notes highlight accelerating Communications Solutions sales (driven by AI/data‑center demand), which supports multi‑year growth expectations. Zacks on comms segment
• Neutral Sentiment: Dividend declared: APH announced a $0.25 quarterly dividend (annualized $1.00; ~0.7% yield), a steady payout that supports income investors but is not a major catalyst.
• Neutral Sentiment: Debt issuance priced: The company priced €1.1B of Euro‑denominated senior notes at low fixed rates — this provides low‑cost funding for growth/recapitalization but increases gross leverage to monitor. Business Wire: senior notes
• Negative Sentiment: Clustered insider selling: CEO Richard Norwitt disclosed multiple sales totaling ~130k+ shares over several days at ~$142–$144 — sizable, concentrated insider disposals have likely pressured the stock today. SEC filing: CEO sales

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.

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