Mitsubishi UFJ Asset Management Co. Ltd. Raises Stock Position in Amphenol Corporation $APH

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 4.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,632,683 shares of the electronics maker's stock after buying an additional 106,058 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.22% of Amphenol worth $367,817,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. BOKF NA boosted its position in shares of Amphenol by 1.8% during the fourth quarter. BOKF NA now owns 63,872 shares of the electronics maker's stock worth $8,632,000 after acquiring an additional 1,108 shares during the last quarter. AssuredPartners Investment Advisors LLC increased its position in shares of Amphenol by 67.4% during the fourth quarter. AssuredPartners Investment Advisors LLC now owns 3,232 shares of the electronics maker's stock worth $437,000 after acquiring an additional 1,301 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in shares of Amphenol by 0.9% in the fourth quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 318,535 shares of the electronics maker's stock valued at $43,047,000 after acquiring an additional 2,995 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. lifted its stake in Amphenol by 21.0% in the fourth quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,053 shares of the electronics maker's stock worth $142,000 after acquiring an additional 183 shares during the period. Finally, SBI Securities Co. Ltd. grew its holdings in Amphenol by 51.2% during the 4th quarter. SBI Securities Co. Ltd. now owns 4,496 shares of the electronics maker's stock worth $608,000 after acquiring an additional 1,523 shares in the last quarter. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Performance

Shares of APH stock opened at $136.70 on Wednesday. The business's 50 day moving average is $137.80 and its two-hundred day moving average is $139.20. Amphenol Corporation has a 12-month low of $79.10 and a 12-month high of $167.04. The company 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 company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts' consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion during the quarter, compared to analysts' expectations of $7.08 billion. During the same period in the prior year, the business earned $0.63 earnings per share. The company's quarterly 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. Analysts expect that Amphenol Corporation will post 4.62 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were given a dividend of $0.25 per share. The ex-dividend date was Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol's dividend payout ratio (DPR) is presently 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

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm's stock in a transaction on Tuesday, May 5th. The stock was 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 directly owned 1,927,507 shares of the company's stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In the last three months, insiders sold 646,056 shares of company stock valued at $94,594,783. 1.42% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. BNP Paribas Exane upped their price target on shares of Amphenol from $185.00 to $195.00 in a research report on Friday, May 1st. The Goldman Sachs Group increased their target price on Amphenol from $184.00 to $201.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Truist Financial boosted their price target on Amphenol from $182.00 to $200.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research report on Friday, January 9th. Finally, 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. Thirteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $176.53.

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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