Capital Research Global Investors Acquires 933,791 Shares of Amphenol Corporation $APH

Key Points

• Capital Research Global Investors increased its Amphenol stake by 6.0% in Q4, buying 933,791 additional shares and bringing its total to 16.46 million shares valued at about $2.22 billion.
• Amphenol reported better-than-expected quarterly results, with EPS of $1.06 versus $0.95 expected and revenue of $7.62 billion versus $7.08 billion expected, while revenue jumped 58.4% year over year.
• Analysts remain broadly positive on the stock, with 14 Buy ratings and 2 Hold ratings and a consensus price target of $176.87, even as CEO Richard Adam Norwitt recently sold shares.

Capital Research Global Investors grew its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 6.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,456,876 shares of the electronics maker's stock after acquiring an additional 933,791 shares during the quarter. Capital Research Global Investors owned about 1.34% of Amphenol worth $2,223,994,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of APH. Brighton Jones LLC boosted its position in shares of Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock valued at $1,224,000 after acquiring an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC boosted its position in shares of Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock valued at $559,000 after acquiring an additional 618 shares during the last quarter. NewEdge Advisors LLC boosted its position in shares of Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker's stock valued at $6,216,000 after acquiring an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its position in shares of Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker's stock valued at $469,000 after acquiring an additional 638 shares during the last quarter. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Performance

Shares of NYSE APH opened at $138.84 on Friday. The stock has a market cap of $170.80 billion, a price-to-earnings ratio of 39.90, a P/E/G ratio of 1.22 and a beta of 1.27. 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 $91.06 and a 1-year high of $167.04. The stock's 50-day moving average is $137.03 and its 200 day moving average is $138.94.

Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts' consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analysts' expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business's quarterly revenue was up 58.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on APH shares. JPMorgan Chase & Co. lifted their price target on Amphenol from $190.00 to $200.00 and gave the company an "overweight" rating in a research report on Thursday, April 30th. Jefferies Financial Group raised their price objective on Amphenol from $165.00 to $190.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Rothschild & Co Redburn raised their price objective on Amphenol from $160.00 to $172.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Zacks Research cut Amphenol from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Finally, Citigroup reissued a "buy" rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, Amphenol presently has a consensus rating of "Moderate Buy" and an average price target of $176.87.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company's stock, valued at $277,368,257.30. The trade was a 3.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Over the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by insiders.

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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