Saturna Capital Corp Acquires 13,450 Shares of Amphenol Corporation $APH

Saturna Capital Corp lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 61.0% during the fourth quarter, HoldingsChannel reports. The firm owned 35,515 shares of the electronics maker’s stock after acquiring an additional 13,450 shares during the quarter. Saturna Capital Corp’s holdings in Amphenol were worth $4,799,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Generali Asset Management SPA SGR lifted its position in 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 acquiring an additional 14,612 shares in the last quarter. Regents Gate Capital LLP increased its holdings in Amphenol by 54.8% during the 3rd 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. Praxis Investment Management Inc. raised its stake in shares of Amphenol by 86.3% in the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after purchasing an additional 12,502 shares during the period. Principal Financial Group Inc. lifted its holdings in shares of Amphenol by 2.6% in 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. Finally, CGN Advisors LLC bought a new stake in shares of Amphenol in the fourth quarter valued at about $1,592,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Price Performance

Shares of APH opened at $149.54 on Thursday. The company’s 50-day moving average is $138.65 and its 200-day moving average is $139.33. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The firm has a market capitalization of $183.97 billion, a PE ratio of 42.97, a PEG ratio of 1.35 and a beta of 1.27. Amphenol Corporation has a fifty-two week low of $91.61 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. The business had revenue of $7.62 billion for 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%. Amphenol’s quarterly revenue was up 58.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts forecast that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

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

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on APH shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Robert W. Baird set a $177.00 price target on Amphenol in a research report on Thursday, April 30th. Rothschild & Co Redburn raised their price target on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a research report on Tuesday, March 17th. Finally, Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $178.07.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 in the last 90 days. 1.42% of the stock is currently owned by company insiders.

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.