Meiji Yasuda Life Insurance Co Raises Stake in Amphenol Corporation $APH

Meiji Yasuda Life Insurance Co increased its holdings in shares of Amphenol Corporation (NYSE:APH) by 47.5% in the third quarter, Holdings Channel reports. The firm owned 17,045 shares of the electronics maker’s stock after acquiring an additional 5,490 shares during the period. Meiji Yasuda Life Insurance Co’s holdings in Amphenol were worth $2,109,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Brighton Jones LLC boosted its position in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC lifted its position in Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its position in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new stake in shares of Amphenol during the second quarter valued at approximately $2,990,000. Finally, Soltis Investment Advisors LLC acquired a new position in shares of Amphenol during the second quarter worth $306,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.67% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on APH shares. Evercore reissued an “outperform” rating and issued a $165.00 price objective on shares of Amphenol in a research report on Tuesday, January 20th. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research note on Friday, January 9th. Truist Financial set a $182.00 price objective on shares of Amphenol in a report on Tuesday, January 13th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Amphenol presently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Price Performance

Shares of NYSE APH opened at $131.86 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The firm has a market capitalization of $162.08 billion, a PE ratio of 39.48, a P/E/G ratio of 1.39 and a beta of 1.20. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The business’s fifty day moving average price is $144.44 and its two-hundred day moving average price is $133.79.

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

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be issued 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 Monday, March 23rd. Amphenol’s payout ratio is 29.94%.

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.