Whittier Trust Co. Raises Stock Holdings in Amphenol Corporation $APH

Whittier Trust Co. boosted its stake in shares of Amphenol Corporation (NYSE:APH) by 7.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 484,572 shares of the electronics maker’s stock after purchasing an additional 33,078 shares during the quarter. Whittier Trust Co.’s holdings in Amphenol were worth $61,293,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after buying an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP raised its stake in shares of Amphenol by 9,435.8% during the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after acquiring an additional 75,964,718 shares in the last quarter. State Street Corp lifted its position in Amphenol by 1.6% during the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after acquiring an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after acquiring an additional 17,387,536 shares in the last quarter. Finally, Geode Capital Management LLC boosted its stake in Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after acquiring an additional 748,813 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Price Performance

Shares of APH opened at $164.40 on Monday. The firm has a market capitalization of $202.25 billion, a PE ratio of 47.24, a price-to-earnings-growth ratio of 1.44 and a beta of 1.24. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. Amphenol Corporation has a 1-year low of $95.19 and a 1-year high of $178.52. The company’s fifty day moving average price is $146.71 and its 200-day moving average price is $142.39.

Amphenol (NYSE:APH) last issued its 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 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 analyst estimates of $7.08 billion. During the same quarter last year, the business posted $0.63 EPS. The firm’s quarterly revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol 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 completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $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 available through this hyperlink. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last three months. Insiders own 1.42% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on APH. Citigroup reiterated a “buy” rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Robert W. Baird set a $177.00 target price on Amphenol in a research note on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Rothschild & Co Redburn raised their price target on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, Jefferies Financial Group boosted their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and an average target price of $178.07.

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.