Amphenol Corporation $APH Shares Purchased by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking raised its Amphenol stake by 11.9% in Q4, buying 87,907 shares to hold 823,838 shares (about 0.07%) valued at ~$111.3 million per its SEC filing.
• CEO Richard A. Norwitt sold 515,281 shares on Feb. 12 at an average $147.27 for ~$75.9 million, trimming his ownership by 21.09% to 1,927,507 shares.
• Amphenol beat Q4 estimates with $0.97 EPS versus $0.93 and revenue of $6.44 billion (up 49.1% YoY), and set Q1 2026 guidance of $0.91–$0.93 EPS, while analysts maintain a consensus "Moderate Buy" rating.

Mitsubishi UFJ Trust & Banking Corp increased its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 11.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 823,838 shares of the electronics maker's stock after buying an additional 87,907 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned about 0.07% of Amphenol worth $111,333,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker's stock worth $17,102,440,000 after acquiring an additional 1,322,682 shares during the period. State Street Corp raised its holdings in Amphenol by 1.2% during the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker's stock worth $6,942,156,000 after purchasing an additional 676,797 shares during the last quarter. Capital International Investors boosted its position in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker's stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Capital Research Global Investors boosted its position in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker's stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. Finally, Invesco Ltd. grew its holdings in Amphenol by 14.4% in the third quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker's stock valued at $1,121,801,000 after purchasing an additional 1,143,513 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm's 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 owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 1.42% of the company's stock.

Amphenol Stock Down 0.7%

APH opened at $148.68 on Tuesday. The firm has a market cap of $182.79 billion, a P/E ratio of 44.51, a PEG ratio of 1.56 and a beta of 1.25. The business's fifty day simple moving average is $138.26 and its 200 day simple moving average is $138.62. Amphenol Corporation has a 52 week low of $74.31 and a 52 week high of $167.04. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH - Get Free Report) last announced its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm's revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts anticipate that Amphenol Corporation will post 4.34 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were paid 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 dividend payout ratio is presently 29.94%.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on APH shares. JPMorgan Chase & Co. lifted their price target on Amphenol from $185.00 to $190.00 and gave the stock an "overweight" rating in a research note on Thursday, April 16th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, March 17th. Evercore restated an "outperform" rating on shares of Amphenol in a research report on Tuesday, March 17th. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $183.00 price target on shares of Amphenol in a report on Thursday, January 15th. Finally, UBS Group set a $170.00 price target on shares of Amphenol and gave the company a "buy" rating in a research report on Tuesday, April 14th. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $156.71.

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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