Kepler Cheuvreux Suisse SA Buys New Holdings in Amphenol Corporation $APH

Kepler Cheuvreux Suisse SA purchased a new position in shares of Amphenol Corporation (NYSE:APH) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 351,385 shares of the electronics maker’s stock, valued at approximately $43,484,000. Amphenol comprises about 2.4% of Kepler Cheuvreux Suisse SA’s portfolio, making the stock its 6th biggest position.

A number of other large investors also recently modified their holdings of the company. Silvant Capital Management LLC acquired a new position in shares of Amphenol in the 3rd quarter valued at about $2,006,000. Quadrant Capital Group LLC increased its position in Amphenol by 1.9% during the 3rd quarter. Quadrant Capital Group LLC now owns 42,100 shares of the electronics maker’s stock worth $5,210,000 after purchasing an additional 768 shares in the last quarter. Van ECK Associates Corp raised its holdings in Amphenol by 2.5% in the third quarter. Van ECK Associates Corp now owns 216,816 shares of the electronics maker’s stock valued at $26,831,000 after buying an additional 5,312 shares during the period. Capital Research Global Investors raised its holdings in Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after buying an additional 8,021,284 shares during the period. Finally, Capital International Sarl acquired a new position in Amphenol during the third quarter valued at approximately $10,202,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on APH. JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 27th. Evercore restated an “outperform” rating and set a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 price target on shares of Amphenol in a research report on Thursday, January 15th. UBS Group reissued a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Finally, Barclays restated an “overweight” rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction 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 sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 1.67% of the company’s stock.

Amphenol Trading Up 0.5%

NYSE:APH opened at $136.80 on Wednesday. The stock has a market cap of $168.16 billion, a price-to-earnings ratio of 40.96, a price-to-earnings-growth ratio of 1.44 and a beta of 1.20. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. 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 business’s 50-day simple moving average is $144.44 and its 200 day simple moving average is $134.35.

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, 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 during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm earned $0.55 EPS. Amphenol’s quarterly revenue was up 49.1% on a year-over-year basis. 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 Announces Dividend

The business also recently declared 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 is Monday, March 23rd. Amphenol’s payout ratio is 29.94%.

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.