IPG Investment Advisors LLC Buys Shares of 12,825 Amphenol Corporation $APH

IPG Investment Advisors LLC bought a new stake in shares of Amphenol Corporation (NYSE:APH) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 12,825 shares of the electronics maker’s stock, valued at approximately $1,736,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after purchasing an additional 1,322,682 shares during the last quarter. State Street Corp increased its stake in Amphenol by 1.2% during the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after purchasing an additional 676,797 shares during the last quarter. Geode Capital Management LLC increased its stake in Amphenol by 2.5% during the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after purchasing an additional 748,813 shares during the last quarter. Capital International Investors increased its stake in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the last quarter. Finally, Capital Research Global Investors increased its stake in Amphenol by 106.9% during 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 purchasing an additional 8,021,284 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on the stock. Citigroup reiterated a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. UBS Group reiterated a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Barclays restated an “overweight” rating and set a $180.00 price target (up from $175.00) on shares of Amphenol in a research report on Monday, May 4th. Finally, Truist Financial upped their price target on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Thirteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and an average target price of $176.53.

Amphenol Stock Up 0.5%

Amphenol stock opened at $140.22 on Thursday. The company has a 50-day simple moving average of $134.67 and a 200-day simple moving average of $138.60. The firm has a market capitalization of $172.50 billion, a P/E ratio of 40.29, a P/E/G ratio of 1.22 and a beta of 1.29. 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 one year low of $87.84 and a one year high of $167.04.

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

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio is currently 28.74%.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. In the last three months, insiders have sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% 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.