Amphenol Corporation $APH Shares Purchased by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in shares of Amphenol Corporation (NYSE:APH) by 38.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 437,489 shares of the electronics maker’s stock after purchasing an additional 120,800 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Amphenol were worth $59,122,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of APH. Riggs Asset Managment Co. Inc. raised its stake in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares in the last quarter. Tucker Asset Management LLC acquired a new stake in Amphenol during the 4th quarter worth $26,000. Board of the Pension Protection Fund acquired a new stake in Amphenol during the 4th quarter worth $27,000. Lloyd Advisory Services LLC. acquired a new position in Amphenol in the fourth quarter valued at $29,000. Finally, Towne Trust Company N.A acquired a new position in Amphenol in the fourth quarter valued at $34,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have commented on APH shares. Seaport Research Partners restated a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. BNP Paribas Exane lifted 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, May 28th. Finally, Evercore restated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Amphenol currently has an average rating of “Moderate Buy” and an average price target of $176.87.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the business’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 transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last quarter. Insiders own 1.42% of the company’s stock.

Amphenol Trading Down 5.4%

Shares of Amphenol stock opened at $138.84 on Friday. Amphenol Corporation has a 52-week low of $91.06 and a 52-week high of $167.04. 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 simple moving average is $137.03 and its 200-day simple moving average is $138.94. The firm has a market cap of $170.80 billion, a price-to-earnings ratio of 39.90, a price-to-earnings-growth ratio of 1.28 and a beta of 1.27.

Amphenol (NYSE:APH) last issued its quarterly earnings results 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 net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the business posted $0.63 earnings per share. The business’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. As a group, equities research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders 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 dividend yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is 28.74%.

Amphenol 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.