SBI Okasan Asset Management Co.Ltd. Invests $1.65 Million in Amphenol Corporation $APH

SBI Okasan Asset Management Co.Ltd. purchased a new position in Amphenol Corporation (NYSE:APH) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 12,015 shares of the electronics maker’s stock, valued at approximately $1,645,000.

A number of other institutional investors also recently made changes to their positions in the stock. Capital Advisors Inc. OK raised its holdings in shares of Amphenol by 3.4% in the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 68 shares during the last quarter. Canvas Wealth Advisors LLC raised its holdings in shares of Amphenol by 3.5% in the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 70 shares during the last quarter. LOM Asset Management Ltd raised its holdings in shares of Amphenol by 16.3% in the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after acquiring an additional 70 shares during the last quarter. Seeds Investor LLC raised its holdings in shares of Amphenol by 4.0% in the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after acquiring an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC raised its holdings in shares of Amphenol by 2.6% in the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock worth $388,000 after acquiring an additional 74 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Over the last three months, insiders have sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by corporate insiders.

Amphenol Stock Performance

Amphenol stock opened at $148.06 on Friday. The firm has a market capitalization of $182.14 billion, a P/E ratio of 42.55, a PEG ratio of 1.23 and a beta of 1.29. The stock has a fifty day moving average price of $134.93 and a 200 day moving average price of $138.66. Amphenol Corporation has a 52 week low of $87.95 and a 52 week high of $167.04. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the previous year, the business earned $0.63 earnings per share. The firm’s quarterly 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. Equities research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. The Goldman Sachs Group boosted their price target on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Wednesday. Seaport Research Partners reiterated a “buy” rating and issued a $215.00 price target on shares of Amphenol in a report on Thursday, April 30th. BNP Paribas Exane upped their target price on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Rothschild & Co Redburn upped their target price on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $176.87.

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.