Mitsubishi UFJ Asset Management Co. Ltd. Grows Stake in AMETEK, Inc. $AME

Key Points

• Mitsubishi UFJ Asset Management increased its AMETEK stake by 6.2% in the fourth quarter, bringing its holdings to 487,238 shares worth about $101.9 million.
• AMETEK reported better-than-expected quarterly results, with EPS of $1.97 versus $1.90 expected and revenue of $1.93 billion, up 11.3% year over year. The company also raised its quarterly dividend to $0.34 from $0.31.
• Despite the earnings beat, AMETEK shares fell 2.8% and investors are weighing the company’s strategic move to acquire Indicor Instrumentation for about $5 billion, which raises financing and integration concerns.

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in AMETEK, Inc. (NYSE:AME - Free Report) by 6.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 487,238 shares of the technology company's stock after acquiring an additional 28,621 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.21% of AMETEK worth $101,901,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the business. BOKF NA increased its holdings in shares of AMETEK by 137.7% in the 4th quarter. BOKF NA now owns 145 shares of the technology company's stock valued at $30,000 after acquiring an additional 84 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in shares of AMETEK by 5.0% in the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 41,642 shares of the technology company's stock valued at $8,550,000 after acquiring an additional 1,969 shares during the last quarter. Morse Asset Management Inc purchased a new position in shares of AMETEK in the 4th quarter valued at about $390,000. QRG Capital Management Inc. grew its stake in AMETEK by 40.0% during the 4th quarter. QRG Capital Management Inc. now owns 12,557 shares of the technology company's stock worth $2,578,000 after buying an additional 3,590 shares during the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC purchased a new position in AMETEK during the 4th quarter worth approximately $344,000. Hedge funds and other institutional investors own 87.43% of the company's stock.

AMETEK Trading Down 2.8%

Shares of AME stock opened at $234.68 on Friday. The business's 50 day moving average is $225.75 and its two-hundred day moving average is $214.31. AMETEK, Inc. has a twelve month low of $170.46 and a twelve month high of $243.18. The company has a market capitalization of $53.79 billion, a P/E ratio of 35.45, a price-to-earnings-growth ratio of 3.39 and a beta of 1.03. The company has a current ratio of 1.14, a quick ratio of 0.72 and a debt-to-equity ratio of 0.10.

AMETEK (NYSE:AME - Get Free Report) last announced its earnings results on Thursday, April 30th. The technology company reported $1.97 earnings per share for the quarter, beating the consensus estimate of $1.90 by $0.07. AMETEK had a return on equity of 16.63% and a net margin of 20.11%.The company had revenue of $1.93 billion for the quarter, compared to the consensus estimate of $1.91 billion. During the same period last year, the business posted $1.75 EPS. The company's revenue was up 11.3% on a year-over-year basis. AMETEK has set its FY 2026 guidance at 7.940-8.140 EPS and its Q2 2026 guidance at 1.960-2.000 EPS. Equities analysts forecast that AMETEK, Inc. will post 8.12 EPS for the current year.

AMETEK Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 16th were issued a $0.34 dividend. The ex-dividend date of this dividend was Monday, March 16th. This represents a $1.36 annualized dividend and a dividend yield of 0.6%. This is an increase from AMETEK's previous quarterly dividend of $0.31. AMETEK's payout ratio is 20.54%.

AMETEK News Roundup

Here are the key news stories impacting AMETEK this week:

• Positive Sentiment: Acquisition increases scale and product breadth in instrumentation, which could drive revenue and margin expansion over time; AMETEK positions itself in higher-growth instrumentation end markets. AMETEK Announces Agreement to Acquire Indicor Instrumentation
• Positive Sentiment: Some analysts are supportive—D.A. Davidson put a buy on AMETEK, signaling dealer/analyst backing that can help sentiment if the thesis holds. Ametek (AME) Gets a Buy from D.A. Davidson
• Neutral Sentiment: Management held an M&A call and published slides to walk investors through the strategic fit and expected financial impact; these materials will be important for sizing near‑term accretion and integration timing. AMETEK, Inc. (AME) M&A Call - Slideshow
• Neutral Sentiment: Broader coverage of industrial/advanced-manufacturing themes names AMETEK among long‑term opportunity lists (e.g., 3D/advanced manufacturing coverage), which can support longer-term investor interest even if near-term volatility follows the deal. Top 3D Printing Stocks With Solid Potential for Long-Term Growth
• Negative Sentiment: Sizeable all‑cash price (~$5B) raises near‑term balance-sheet and cash‑use questions; investors are focused on how AMETEK will fund the deal and the pace of debt paydown — concerns that can weigh on the stock while financing/earnings accretion are clarified. Ametek to buy CD&R-owned Indicor's instrumentation businesses for $5 billion
• Negative Sentiment: Risks: potential integration execution, the multiple paid versus expected contribution (seller CD&R's exit), and short-term dilution to free cash flow — these items help explain the sell‑off as investors re‑price risk. Ametek to buy Indicor’s instrumentation businesses for $5bn, the largest CD&R partial exit of 2026

Wall Street Analysts Forecast Growth

AME has been the topic of a number of research reports. DA Davidson restated a "buy" rating and set a $265.00 price target on shares of AMETEK in a research note on Monday. BMO Capital Markets initiated coverage on AMETEK in a research note on Friday, March 27th. They set an "outperform" rating and a $253.00 price target on the stock. Robert W. Baird set a $244.00 price target on AMETEK in a research note on Friday, May 1st. Barclays raised their price target on AMETEK from $220.00 to $230.00 and gave the stock an "equal weight" rating in a research note on Monday. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on AMETEK in a research note on Wednesday, January 21st. They set a "buy" rating and a $271.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, AMETEK currently has an average rating of "Moderate Buy" and a consensus target price of $252.33.

Insider Activity at AMETEK

In other news, Director Thomas A. Amato sold 530 shares of the firm's stock in a transaction that occurred on Tuesday, March 24th. The stock was sold at an average price of $216.78, for a total value of $114,893.40. Following the completion of the sale, the director directly owned 4,480 shares of the company's stock, valued at $971,174.40. This trade represents a 10.58% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.54% of the stock is owned by corporate insiders.

AMETEK Company Profile

AMETEK, Inc is a global manufacturer of electronic instruments and electromechanical devices that serves a broad range of industries. Headquartered in Berwyn, Pennsylvania, the company designs and produces precision instruments, electronic measurement devices, specialty sensors, and electric motors and motion control systems. Its product portfolio includes analytical and monitoring instruments, calibration equipment, power supplies, embedded electronics, and industrial motors and drives used for critical applications.

The company operates through two primary business platforms — an electronic instruments group focused on analytical, test and measurement and sensor products, and an electromechanical group that supplies motors, actuators, and related power and motion solutions.

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