Patton Fund Management Inc. lifted its position in Amphenol Corporation (NYSE:APH - Free Report) by 74.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,294 shares of the electronics maker's stock after acquiring an additional 18,427 shares during the period. Patton Fund Management Inc.'s holdings in Amphenol were worth $5,851,000 at the end of the most recent quarter.
Other hedge funds have also added to or reduced their stakes in the company. Capital International Investors lifted its holdings in Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker's stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the last quarter. Capital Research Global Investors lifted its holdings in shares of Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker's stock worth $1,920,982,000 after buying an additional 8,021,284 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Amphenol by 693.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker's stock worth $900,833,000 after buying an additional 6,362,533 shares in the last quarter. Lone Pine Capital LLC acquired a new stake in shares of Amphenol during the third quarter worth $374,125,000. Finally, Jennison Associates LLC acquired a new stake in shares of Amphenol during the third quarter worth $287,947,000. Institutional investors own 97.01% of the company's stock.
Amphenol Stock Performance
NYSE:APH opened at $145.20 on Tuesday. The stock has a market cap of $178.51 billion, a P/E ratio of 43.47, a price-to-earnings-growth ratio of 1.47 and a beta of 1.25. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The stock's 50-day moving average is $136.54 and its 200-day moving average is $136.80. Amphenol Corporation has a 1-year low of $62.55 and a 1-year high of $167.04.
Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to analysts' expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business's quarterly revenue was up 49.1% compared to the same quarter last year. During the same period in the previous year, the business posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.
Amphenol Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol's payout ratio is currently 29.94%.
Analyst Upgrades and Downgrades
A number of research firms have recently weighed in on APH. Fox Advisors reissued an "outperform" rating on shares of Amphenol in a report on Friday, January 9th. Barclays restated an "overweight" rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Jefferies Financial Group initiated coverage on Amphenol in a research report on Tuesday, March 31st. They issued a "buy" rating and a $145.00 target price on the stock. Weiss Ratings reiterated a "buy (b)" rating on shares of Amphenol in a research report on Wednesday, January 21st. Finally, Evercore reiterated an "outperform" rating on shares of Amphenol in a research report on Tuesday, March 17th. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $151.87.
Read Our Latest Research Report on APH
Insider Activity at Amphenol
In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company's stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 1.67% of the stock is currently owned by corporate insiders.
Amphenol Company Profile
(
Free Report)
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.
Further Reading
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