Oslo Pensjonsforsikring AS Takes $645,000 Position in Amphenol Corporation $APH

Oslo Pensjonsforsikring AS bought a new position in shares of Amphenol Corporation (NYSE:APH) in the 1st quarter, Holdings Channel reports. The fund bought 5,105 shares of the electronics maker’s stock, valued at approximately $645,000.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Capital Advisors Inc. OK lifted its position in Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 68 shares during the period. Canvas Wealth Advisors LLC grew its stake in shares of Amphenol by 3.5% in the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 70 shares during the last quarter. LOM Asset Management Ltd increased its holdings in shares of Amphenol by 16.3% in the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after purchasing an additional 70 shares during the period. Sachetta LLC raised its stake in shares of Amphenol by 14.9% during the first quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock worth $69,000 after purchasing an additional 71 shares during the last quarter. Finally, Seeds Investor LLC raised its stake in shares of Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after purchasing an additional 72 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

NYSE:APH opened at $157.92 on Wednesday. The firm’s fifty day simple moving average is $150.96 and its 200-day simple moving average is $144.32. 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 stock has a market cap of $194.28 billion, a PE ratio of 45.38, a price-to-earnings-growth ratio of 1.29 and a beta of 1.24. Amphenol Corporation has a fifty-two week low of $95.19 and a fifty-two week high of $178.52.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 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 firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the previous year, the firm earned $0.63 earnings per share. The firm’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts expect that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. The Goldman Sachs Group raised their target price on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. BNP Paribas Exane increased their price target on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and issued a $185.00 price objective (up from $178.00) on shares of Amphenol in a report on Thursday, July 9th. Finally, TD Cowen reiterated a “hold” rating and set a $175.00 target price (up from $135.00) on shares of Amphenol in a research report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average target price of $186.00.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Over the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by insiders.

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.