Vestcor Inc Has $13.82 Million Stake in Amphenol Corporation $APH

Vestcor Inc lifted its position in Amphenol Corporation (NYSE:APH) by 87.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 102,292 shares of the electronics maker’s stock after buying an additional 47,585 shares during the quarter. Vestcor Inc’s holdings in Amphenol were worth $13,824,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Generali Asset Management SPA SGR raised its position in shares of Amphenol by 20.2% in the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares in the last quarter. Oppenheimer Asset Management Inc. boosted its position in shares of Amphenol by 10.7% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after acquiring an additional 26,175 shares in the last quarter. Regents Gate Capital LLP increased its stake in Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after acquiring an additional 34,289 shares during the last quarter. Praxis Investment Management Inc. increased its stake in Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after acquiring an additional 12,502 shares during the last quarter. Finally, Principal Financial Group Inc. raised its position in Amphenol by 2.6% during the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after purchasing an additional 70,938 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

NYSE APH opened at $138.84 on Friday. The firm’s fifty day moving average price is $137.03 and its two-hundred day moving average price is $138.94. The stock has a market cap of $170.80 billion, a PE ratio of 39.90, a PEG ratio of 1.28 and a beta of 1.27. 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 fifty-two week low of $91.06 and a fifty-two week high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 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 company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the prior year, the company earned $0.63 EPS. Amphenol’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. On average, equities analysts expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction 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. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last quarter. Company insiders own 1.42% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. UBS Group reaffirmed a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. JPMorgan Chase & Co. boosted their price target on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Truist Financial upped their price objective on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Seaport Research Partners reiterated a “buy” rating and issued a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Finally, Rothschild & Co Redburn boosted their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target 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.