United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Has $103.46 Million Stock Position in Amphenol Corporation $APH

Key Points

• United Super trimmed its stake in Amphenol by 8.9% in Q3 to 835,996 shares worth about $103.46 million, making the stock roughly 3.8% of the fund and its sixth-largest holding.
• Amphenol recently beat expectations with Q EPS of $0.97 (vs. $0.93 consensus) and revenue of $6.44B (up 49.1% YoY), issued Q1 2026 EPS guidance of $0.91–$0.93, and has a consensus analyst rating of Moderate Buy with an average target of $151.38.
• CEO Richard Norwitt sold 515,281 shares for about $75.9 million (a ~21% cut to his holdings), even as institutional investors collectively own roughly 97% of Amphenol's stock.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund trimmed its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 8.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 835,996 shares of the electronics maker's stock after selling 81,838 shares during the period. Amphenol comprises about 3.8% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's holdings, making the stock its 6th biggest holding. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund owned 0.07% of Amphenol worth $103,455,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Geode Capital Management LLC raised its holdings in shares of Amphenol by 8.4% during the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker's stock valued at $2,804,338,000 after acquiring an additional 2,217,079 shares during the period. Norges Bank acquired a new position in Amphenol in the 2nd quarter worth approximately $2,104,244,000. Franklin Resources Inc. grew its position in Amphenol by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker's stock worth $1,239,017,000 after purchasing an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. raised its stake in Amphenol by 1.9% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker's stock valued at $699,998,000 after purchasing an additional 133,966 shares during the period. Finally, Envestnet Asset Management Inc. raised its stake in Amphenol by 2.6% during the 3rd quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker's stock valued at $746,728,000 after purchasing an additional 150,407 shares during the period. Hedge funds and other institutional investors own 97.01% of the company's stock.

Amphenol Price Performance

Shares of NYSE:APH opened at $131.86 on Friday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The business has a fifty day simple moving average of $144.44 and a 200 day simple moving average of $133.79. The firm has a market cap of $162.08 billion, a price-to-earnings ratio of 39.48, a P/E/G ratio of 1.39 and a beta of 1.20.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating analysts' consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the company posted $0.55 earnings per share. The business's quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. Amphenol's dividend payout ratio is currently 29.94%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, 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 owned by company insiders.

Analysts Set New Price Targets

APH has been the subject of several recent analyst reports. Evercore reaffirmed an "outperform" rating and issued a $165.00 target price on shares of Amphenol in a research report on Tuesday, January 20th. UBS Group reissued a "buy" rating and set a $174.00 price target (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Weiss Ratings restated a "buy (b)" rating on shares of Amphenol in a research report on Wednesday, January 21st. Citigroup lifted their target price on Amphenol from $175.00 to $180.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Finally, Wall Street Zen downgraded Amphenol from a "buy" rating to a "hold" rating in a report on Saturday, February 14th. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $151.38.

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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