Bank Julius Baer & Co. Ltd Zurich Reduces Stock Holdings in Amphenol Corporation $APH

Bank Julius Baer & Co. Ltd Zurich decreased its position in Amphenol Corporation (NYSE:APH) by 48.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,084,350 shares of the electronics maker’s stock after selling 1,011,988 shares during the period. Bank Julius Baer & Co. Ltd Zurich’s holdings in Amphenol were worth $146,852,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after acquiring an additional 1,322,682 shares in the last quarter. State Street Corp boosted its holdings in shares of Amphenol by 1.2% in the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after acquiring an additional 676,797 shares during the period. Capital International Investors boosted its holdings in shares of Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after acquiring an additional 14,714,177 shares during the period. Capital Research Global Investors boosted its holdings in shares of Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after acquiring an additional 8,021,284 shares during the period. Finally, Jennison Associates LLC boosted its holdings in shares of Amphenol by 340.8% in the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after acquiring an additional 7,930,532 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on APH shares. JPMorgan Chase & Co. raised their price target on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Robert W. Baird set a $177.00 price target on Amphenol in a report on Thursday, April 30th. Jefferies Financial Group raised their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Truist Financial raised their price target on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, Citigroup reaffirmed a “buy” rating and issued a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $176.53.

Amphenol Trading Down 2.6%

Shares of APH stock opened at $124.53 on Thursday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a 52-week low of $83.44 and a 52-week high of $167.04. The company has a market capitalization of $153.20 billion, a PE ratio of 35.79, a price-to-earnings-growth ratio of 1.12 and a beta of 1.29. The business’s fifty day moving average is $135.73 and its 200 day moving average is $139.25.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter last year, the business posted $0.63 earnings per share. The firm’s revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio is currently 28.74%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This represents a 3.07% 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. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 over the last quarter. 1.42% of the stock is owned by corporate insiders.

About Amphenol

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.