Mitsubishi UFJ Asset Management Co. Ltd. Boosts Holdings in Amphenol Corporation $APH

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 5.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,526,625 shares of the electronics maker’s stock after purchasing an additional 130,211 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.21% of Amphenol worth $312,717,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Financial Management Professionals Inc. boosted its holdings in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. increased its position in Amphenol by 200.0% during the 2nd 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 stake in Amphenol during the 2nd quarter valued at approximately $26,000. Alpine Bank Wealth Management bought a new stake in shares of Amphenol during the 3rd quarter valued at $30,000. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Amphenol during the second quarter valued at approximately $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the company’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 completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. Additional details regarding this sale are available in the official SEC disclosure. 1.67% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Barclays restated an “overweight” rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. US Capital Advisors set a $165.00 target price on Amphenol in a research note on Friday, January 9th. The Goldman Sachs Group reiterated a “buy” rating and issued a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Finally, JPMorgan Chase & Co. increased their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Price Performance

Amphenol stock opened at $152.57 on Thursday. The company’s 50 day moving average is $144.28 and its two-hundred day moving average is $132.48. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The firm has a market cap of $187.54 billion, a PE ratio of 45.68, a price-to-earnings-growth ratio of 1.60 and a beta of 1.20.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business’s revenue was up 49.1% on a year-over-year basis. During the same quarter last year, the company posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is presently 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.