Munich Reinsurance Co Stock Corp in Munich Invests $33.05 Million in Amphenol Corporation $APH

Munich Reinsurance Co Stock Corp in Munich purchased a new position in shares of Amphenol Corporation (NYSE:APH) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 267,071 shares of the electronics maker’s stock, valued at approximately $33,050,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Geode Capital Management LLC boosted its position in shares of Amphenol by 8.4% in 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 stake in Amphenol in the 2nd quarter worth about $2,104,244,000. Franklin Resources Inc. raised its stake in Amphenol by 13.4% in 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. grew its position in shares of 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 worth $699,998,000 after purchasing an additional 133,966 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its holdings in shares of Amphenol by 2.6% during the third quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock worth $746,728,000 after purchasing an additional 150,407 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently issued reports on APH shares. Evercore reiterated an “outperform” rating and issued a $165.00 price target on shares of Amphenol in a research note on Tuesday, January 20th. The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. US Capital Advisors set a $165.00 target price on Amphenol in a research note on Friday, January 9th. Finally, JPMorgan Chase & Co. boosted their price target on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Stock Performance

NYSE APH opened at $131.86 on Friday. The firm’s fifty day moving average price is $144.44 and its two-hundred day moving average price is $133.62. The stock has a market cap of $162.08 billion, a PE ratio of 39.48, a PEG ratio of 1.44 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping 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 business had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the company posted $0.55 EPS. Amphenol’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. On average, equities analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This trade represents 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 accessible through the SEC website. Company insiders own 1.67% of the company’s stock.

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.