Fideuram Intesa Sanpaolo Private Banking S.P.A. Purchases Shares of 31,492 Amphenol Corporation $APH

Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in shares of Amphenol Corporation (NYSE:APH) in the fourth quarter, Holdings Channel reports. The institutional investor bought 31,492 shares of the electronics maker’s stock, valued at approximately $4,256,000.

Other large investors have also recently added to or reduced their stakes in the company. Capital Advisors Inc. OK boosted its stake in Amphenol by 3.4% in the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC lifted its position in Amphenol by 3.5% during the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after buying an additional 70 shares in the last quarter. LOM Asset Management Ltd grew its holdings in Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after acquiring an additional 70 shares during the last quarter. Seeds Investor LLC grew its holdings in Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after acquiring an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC increased its position in Amphenol by 2.6% in the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after acquiring an additional 74 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on APH shares. Piper Sandler set a $165.00 target price on Amphenol in a research note on Tuesday, March 17th. Rothschild & Co Redburn lifted their price objective 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. The Goldman Sachs Group boosted their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Truist Financial boosted their target price on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $176.53.

Insiders Place Their Bets

In other Amphenol 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Over the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol Stock Up 3.2%

Shares of APH opened at $122.96 on Thursday. The firm has a market cap of $151.27 billion, a P/E ratio of 35.33, a price-to-earnings-growth ratio of 1.04 and a beta of 1.29. The firm’s 50-day simple moving average is $134.76 and its 200 day simple moving average is $138.78. 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 52 week low of $83.44 and a 52 week high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the previous year, the company earned $0.63 EPS. The business’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. On average, analysts forecast 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 0.8%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

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.