Swiss Life Asset Management Ltd Increases Stake in Amphenol Corporation $APH

Swiss Life Asset Management Ltd increased its stake in Amphenol Corporation (NYSE:APH) by 13.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 298,958 shares of the electronics maker’s stock after acquiring an additional 35,037 shares during the period. Swiss Life Asset Management Ltd’s holdings in Amphenol were worth $36,996,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in the company. Groupama Asset Managment raised its holdings in shares of Amphenol by 112.5% in the 3rd quarter. Groupama Asset Managment now owns 27,261 shares of the electronics maker’s stock valued at $3,374,000 after purchasing an additional 14,433 shares in the last quarter. Cambria Investment Management L.P. purchased a new stake in shares of Amphenol in the 3rd quarter valued at about $559,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Amphenol in the third quarter valued at approximately $40,000. Fulcrum Asset Management LLP boosted its holdings in shares of Amphenol by 261.3% in the third quarter. Fulcrum Asset Management LLP now owns 12,805 shares of the electronics maker’s stock valued at $1,585,000 after acquiring an additional 9,261 shares during the period. Finally, CIBC Bancorp USA Inc. purchased a new position in shares of Amphenol during the third quarter worth approximately $20,795,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on APH shares. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. UBS Group restated 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. Truist Financial set a $182.00 price target on shares of Amphenol in a research note on Tuesday, January 13th. US Capital Advisors set a $165.00 price target on Amphenol in a report on Friday, January 9th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Eleven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The sale 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 Down 5.4%

Shares of APH stock opened at $127.86 on Thursday. The company has a market capitalization of $157.17 billion, a price-to-earnings ratio of 38.28, a PEG ratio of 1.43 and a beta of 1.20. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The firm has a 50-day moving average price of $143.83 and a 200 day moving average price of $135.15. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04.

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 the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period last year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be paid a $0.25 dividend. This represents a $1.00 annualized dividend 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%.

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.