Amphenol Corporation $APH Shares Sold by Swedbank AB

Key Points

• Swedbank AB trimmed its stake in Amphenol by 9.5%, selling 439,722 shares and leaving it with 4,174,490 shares worth about $564.1 million (≈0.34% of the company).
• Insiders have been selling heavily — CEO Richard Norwitt sold 17,500 shares on May 5 and insiders disposed of 646,056 shares (~$94.6 million) over the last three months, leaving insiders with roughly 1.42% ownership.
• Analysts are turning more bullish as Amphenol beat Q1 expectations (EPS $1.06 vs. $0.95; revenue $7.62B, +58.4% y/y), prompting price-target raises and a consensus "Moderate Buy" with an average target of $176.53 and Q2 guidance of $1.14–$1.16 EPS.

Swedbank AB trimmed its position in Amphenol Corporation (NYSE:APH - Free Report) by 9.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,174,490 shares of the electronics maker's stock after selling 439,722 shares during the period. Swedbank AB owned approximately 0.34% of Amphenol worth $564,141,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. DSG Capital Advisors LLC lifted its stake in shares of Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker's stock worth $1,323,000 after buying an additional 7,458 shares during the period. Oppenheimer Asset Management Inc. lifted its stake in shares of Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker's stock worth $33,631,000 after buying an additional 26,175 shares during the period. Regents Gate Capital LLP lifted its stake in shares of Amphenol by 54.8% during the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker's stock worth $11,992,000 after buying an additional 34,289 shares during the period. Estate Counselors LLC acquired a new stake in shares of Amphenol during the third quarter worth $3,831,000. Finally, Convergence Investment Partners LLC lifted its stake in shares of Amphenol by 59.9% during the third quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker's stock worth $2,388,000 after buying an additional 7,230 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Barclays reiterated an "overweight" rating and set a $180.00 price objective (up from $175.00) on shares of Amphenol in a research note on Monday. The Goldman Sachs Group lifted their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a "buy" rating in a research note on Thursday, April 30th. UBS Group reiterated a "buy" rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Weiss Ratings reiterated a "buy (b)" rating on shares of Amphenol in a research note on Monday, April 20th. Finally, Truist Financial raised 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. Thirteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Amphenol presently has a consensus rating of "Moderate Buy" and an average price target of $176.53.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company's stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company's stock, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Over the last three months, insiders have sold 646,056 shares of company stock worth $94,594,783. 1.42% of the stock is currently owned by corporate insiders.

Amphenol Stock Down 3.1%

APH stock opened at $136.70 on Wednesday. The stock has a market capitalization of $168.06 billion, a P/E ratio of 39.28, a P/E/G ratio of 1.27 and a beta of 1.29. The firm has a 50-day simple moving average of $137.80 and a 200-day simple moving average of $139.20. 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 52 week low of $79.10 and a 52 week high of $167.04.

Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (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 company had revenue of $7.62 billion during the quarter, compared to analysts' expectations of $7.08 billion. During the same quarter in the prior year, the company earned $0.63 EPS. Amphenol's 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. Equities analysts forecast that Amphenol Corporation will post 4.62 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm 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. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Monday, March 23rd. Amphenol's dividend payout ratio is currently 28.74%.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts are raising forecasts and price targets, signaling upside from higher earnings expectations — BNP Paribas Exane raised its APH target to $195 and several outlets note a consensus upside (~27.7%) driven by earnings-revision momentum. BNP Paribas price target raise
• Positive Sentiment: Street research highlights rising earnings estimates for APH, which typically supports higher valuations and buy-side interest. Zacks and other outlets flag “surging earnings estimates” as a near-term upside driver. Zacks on estimates
• Positive Sentiment: Momentum in Amphenol shares contributed to index/ETF positioning (Russell 1000 tech focus), which can amplify flows into the stock when analysts upgrade or estimates tick up. Kalkine on momentum
• Neutral Sentiment: Amphenol priced €1.1B of Euro-denominated senior notes (€600M due 2029 at 3.375%, €500M due 2034 at 3.875%). Low fixed rates help refinance/finance growth affordably, but add gross debt that investors may weigh against leverage metrics. Business Wire: senior notes
• Negative Sentiment: Insider selling: CEO Richard A. Norwitt disclosed multiple sales (May 1, 4, 5) totaling ~130,000+ shares across the period at ~$142–$144 — sizable dollar amounts were liquidated. While insider sales can be routine (liquidity/tax reasons), clustered CEO sales often weigh on sentiment and likely contributed to downward pressure 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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