Eurizon Capital SGR S.p.A. Invests $36.02 Million in Amphenol Corporation $APH

Eurizon Capital SGR S.p.A. acquired a new position in Amphenol Corporation (NYSE:APH) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 266,510 shares of the electronics maker’s stock, valued at approximately $36,024,000.

Several other institutional investors and hedge funds have also made changes to their positions in APH. Capital International Investors boosted its stake 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 valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Capital Research Global Investors boosted its stake 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 valued at $1,920,982,000 after purchasing an additional 8,021,284 shares during the period. Jennison Associates LLC boosted its stake 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 valued at $1,386,182,000 after purchasing an additional 7,930,532 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of Amphenol by 693.9% in the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock valued at $900,833,000 after purchasing an additional 6,362,533 shares during the period. Finally, Lone Pine Capital LLC purchased a new position in shares of Amphenol in the third quarter valued at $374,125,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Price Performance

APH opened at $148.41 on Friday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The company’s 50-day moving average price is $135.34 and its 200 day moving average price is $138.73. Amphenol Corporation has a fifty-two week low of $87.95 and a fifty-two week high of $167.04. The firm has a market cap of $182.58 billion, a price-to-earnings ratio of 42.65, a price-to-earnings-growth ratio of 1.30 and a beta of 1.29.

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

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid 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 is Tuesday, June 23rd. Amphenol’s dividend payout ratio is presently 28.74%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders sold 130,775 shares of company stock valued at $18,709,350 over the last quarter. 1.42% of the stock is owned by company insiders.

Analyst Ratings Changes

Several brokerages have recently weighed in on APH. Robert W. Baird set a $177.00 target price on shares of Amphenol in a research note on Thursday, April 30th. BNP Paribas Exane increased their price objective on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. UBS Group reiterated a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Finally, Piper Sandler set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, March 17th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus target price of $176.87.

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.