Amphenol Corporation $APH Shares Sold by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

Key Points

• United Super Pty Ltd cut its Amphenol stake by 3.8% in the fourth quarter, selling 31,895 shares and leaving it with 804,101 shares worth about $108.7 million.
• Several analysts remain bullish on Amphenol (NYSE: APH), with UBS, Jefferies, and others raising price targets; the stock currently carries a consensus Moderate Buy rating and an average target of $176.87.
• Amphenol reported better-than-expected quarterly results, posting EPS of $1.06 on revenue of $7.62 billion, and it also announced a quarterly dividend of $0.25 per share to be paid on July 15.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund trimmed its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 3.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 804,101 shares of the electronics maker's stock after selling 31,895 shares during the period. Amphenol comprises 1.5% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's investment portfolio, making the stock its 15th largest position. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund owned 0.07% of Amphenol worth $108,666,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Generali Asset Management SPA SGR boosted its holdings in shares of Amphenol by 20.2% in the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker's stock valued at $11,767,000 after buying an additional 14,612 shares during the period. Oppenheimer Asset Management Inc. boosted its holdings in shares of Amphenol by 10.7% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker's stock valued at $33,631,000 after buying an additional 26,175 shares during the period. Regents Gate Capital LLP boosted its holdings in shares of Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker's stock valued at $11,992,000 after buying an additional 34,289 shares during the period. Convergence Investment Partners LLC boosted its holdings in shares of Amphenol by 59.9% in the 3rd quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker's stock valued at $2,388,000 after buying an additional 7,230 shares during the period. Finally, Praxis Investment Management Inc. boosted its holdings in shares of Amphenol by 86.3% in the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker's stock valued at $3,647,000 after buying an additional 12,502 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

APH has been the subject of several research reports. UBS Group reaffirmed a "buy" rating and issued a $178.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Rothschild & Co Redburn upped their price target on shares of Amphenol from $160.00 to $172.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Weiss Ratings restated a "buy (b)" rating on shares of Amphenol in a research report on Monday, April 20th. Evercore restated an "outperform" rating on shares of Amphenol in a research report on Wednesday. Finally, Jefferies Financial Group upped 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. Fourteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $176.87.

Insiders Place Their Bets

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 value 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 $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 SEC, which is available through the SEC website. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last three months. Corporate insiders own 1.42% of the company's stock.

Amphenol Stock Performance

APH stock opened at $148.06 on Friday. The company has a market capitalization of $182.14 billion, a P/E ratio of 42.55, a PEG ratio of 1.23 and a beta of 1.29. The company has a 50-day simple moving average of $134.93 and a 200 day simple moving average of $138.66. Amphenol Corporation has a fifty-two week low of $87.95 and a fifty-two week high of $167.04. 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 (NYSE:APH - Get Free Report) last posted its quarterly earnings data 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. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company's quarterly revenue was up 58.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

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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