Amphenol Corporation $APH Holdings Trimmed by Mawer Investment Management Ltd.

Mawer Investment Management Ltd. trimmed its position in shares of Amphenol Corporation (NYSE:APH) by 14.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,085,546 shares of the electronics maker’s stock after selling 824,837 shares during the period. Amphenol accounts for 3.9% of Mawer Investment Management Ltd.’s investment portfolio, making the stock its 6th biggest holding. Mawer Investment Management Ltd.’s holdings in Amphenol were worth $687,261,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in APH. Generali Asset Management SPA SGR boosted its holdings in Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares in the last quarter. Regents Gate Capital LLP boosted its holdings in Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after purchasing an additional 34,289 shares in the last quarter. Oppenheimer Asset Management Inc. boosted its holdings in Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after purchasing an additional 26,175 shares in the last quarter. Convergence Investment Partners LLC boosted its holdings in Amphenol by 59.9% in the third quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock worth $2,388,000 after purchasing an additional 7,230 shares in the last quarter. Finally, Praxis Investment Management Inc. boosted its holdings in Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after purchasing an additional 12,502 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on APH. Piper Sandler set a $165.00 price objective on shares of Amphenol in a report on Tuesday, March 17th. The Goldman Sachs Group boosted their target price on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Robert W. Baird set a $177.00 target price on shares of Amphenol in a research report on Thursday, April 30th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Finally, Truist Financial boosted their target price 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. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $176.87.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 over the last three months. 1.42% of the stock is currently owned by corporate insiders.

Amphenol Stock Down 1.5%

Shares of APH opened at $146.50 on Tuesday. The company has a 50-day simple moving average of $135.66 and a 200-day simple moving average of $138.71. The firm has a market capitalization of $180.22 billion, a P/E ratio of 42.10, a P/E/G ratio of 1.30 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 52 week low of $88.77 and a 52 week high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates 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 firm’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research 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. Stockholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is currently 28.74%.

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.