Impax Asset Management Group plc Has $138.12 Million Stock Holdings in Amphenol Corporation $APH

Impax Asset Management Group plc cut its stake in shares of Amphenol Corporation (NYSE:APH) by 23.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,116,115 shares of the electronics maker’s stock after selling 343,020 shares during the quarter. Impax Asset Management Group plc owned approximately 0.09% of Amphenol worth $138,119,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of APH. Financial Management Professionals Inc. increased its holdings in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 90 shares in the last quarter. Alpine Bank Wealth Management acquired a new stake in shares of Amphenol in the third quarter valued at $30,000. Riggs Asset Managment Co. Inc. raised its holdings in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in Amphenol during the 2nd quarter worth about $26,000. Finally, Evolution Wealth Management Inc. bought a new stake in Amphenol during the 2nd quarter worth about $31,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a legal filing with the SEC, which is available through this link. 1.67% of the stock is currently owned by corporate insiders.

Amphenol Trading Up 0.0%

NYSE:APH opened at $144.21 on Wednesday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The firm has a market capitalization of $176.52 billion, a price-to-earnings ratio of 43.18, a PEG ratio of 1.52 and a beta of 1.20. The business’s 50-day moving average price is $141.42 and its two-hundred day moving average price is $129.48.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.Amphenol’s revenue was up 49.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 29.94%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on APH. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. UBS Group reaffirmed a “buy” rating and set a $174.00 price objective (up previously from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Citigroup increased their price objective on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Bank of America raised Amphenol from a “neutral” rating to a “buy” rating and lifted their target price for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. Eleven equities 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.com, the company currently has an average rating of “Moderate Buy” and an average target price of $151.38.

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.