Swiss National Bank Sells 181,400 Shares of Amphenol Corporation $APH

Key Points

• Swiss National Bank trimmed its Amphenol stake by 4.9%, selling 181,400 shares and ending the quarter with 3,486,800 shares worth about $431.5 million (roughly 0.28% of the company).
• CEO Richard Adam Norwitt sold 515,281 shares on Feb. 12 for about $75.9 million, reducing his ownership by 21.09% to 1,927,507 shares (insiders now own 1.67% of the stock).
• Company performance: Amphenol beat quarterly estimates with $0.97 EPS vs. $0.93 expected and $6.44B revenue (+49.1% YoY), set Q1 guidance of $0.91–$0.93, has a consensus "Moderate Buy" and an average price target of $151.38, and pays a $0.25 quarterly dividend (0.8% yield).

Swiss National Bank lessened its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 4.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,486,800 shares of the electronics maker's stock after selling 181,400 shares during the period. Swiss National Bank owned about 0.28% of Amphenol worth $431,492,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Financial Management Professionals Inc. increased its stake in Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker's stock worth $25,000 after purchasing an additional 90 shares during the period. Alpine Bank Wealth Management purchased a new stake in shares of Amphenol during the third quarter valued at $30,000. Riggs Asset Managment Co. Inc. boosted its stake in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker's stock valued at $25,000 after purchasing an additional 168 shares during the period. Howard Hughes Medical Institute bought a new position in shares of Amphenol in the second quarter worth about $26,000. Finally, Evolution Wealth Management Inc. purchased a new position in Amphenol in the 2nd quarter worth about $31,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm's stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares of the company's stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.67% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

APH has been the subject of several research reports. Wall Street Zen cut shares of Amphenol from a "buy" rating to a "hold" rating in a research report on Saturday, February 14th. Evercore reaffirmed an "outperform" rating and set a $165.00 price target on shares of Amphenol in a research note on Tuesday, January 20th. Fox Advisors reissued an "outperform" rating on shares of Amphenol in a research note on Friday, January 9th. Barclays restated an "overweight" rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Finally, US Capital Advisors set a $165.00 target price on Amphenol in a report on Friday, January 9th. Eleven 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, Amphenol presently has a consensus rating of "Moderate Buy" and an average price target of $151.38.

Amphenol Price Performance

Shares of APH opened at $131.86 on Monday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The company has a 50 day moving average price of $144.44 and a 200-day moving average price of $133.97. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The stock has a market capitalization of $162.08 billion, a PE ratio of 39.48, a PEG ratio of 1.39 and a beta of 1.20.

Amphenol (NYSE:APH - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. Amphenol's revenue was up 49.1% compared to the same quarter last year. During the same period last year, the company posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal 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 dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol's dividend payout ratio is 29.94%.

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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