UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Raises Position in Amphenol Corporation $APH

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in Amphenol Corporation (NYSE:APH) by 3.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 8,374,767 shares of the electronics maker’s stock after buying an additional 297,379 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Amphenol were worth $1,131,766,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of APH. Brighton Jones LLC lifted its holdings in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC lifted its holdings in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the period. NewEdge Advisors LLC lifted its holdings in Amphenol by 55.4% in the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after buying an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC lifted its holdings in Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after buying an additional 638 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. The trade was a 3.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last ninety days, insiders have sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by insiders.

Analyst Ratings Changes

Several analysts have commented on APH shares. The Goldman Sachs Group raised their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Robert W. Baird set a $177.00 target price on shares of Amphenol in a report on Thursday, April 30th. Finally, Jefferies Financial Group lifted their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus price target of $178.07.

Amphenol Price Performance

APH stock opened at $153.97 on Friday. Amphenol Corporation has a 52-week low of $92.08 and a 52-week high of $167.04. The firm has a market capitalization of $189.42 billion, a price-to-earnings ratio of 44.24, a PEG ratio of 1.33 and a beta of 1.27. The firm has a 50 day moving average price of $139.70 and a 200-day moving average price of $139.57. 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 (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share 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 company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the business earned $0.63 EPS. The firm’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

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