National Pension Service Trims Stake in Amphenol Corporation $APH

29 May 2026, 07:50 by Renee Jackson · The Cerbat Gem

National Pension Service reduced its position in Amphenol Corporation (NYSE:APH – Free Report) by 3.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,240,850 shares of the electronics maker’s stock after selling 116,449 shares during the quarter. National Pension Service’s holdings in Amphenol were worth $437,968,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after acquiring an additional 1,322,682 shares during the period. State Street Corp grew its stake in Amphenol by 1.2% in the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after purchasing an additional 676,797 shares in the last quarter. Geode Capital Management LLC grew its stake in Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after purchasing an additional 748,813 shares in the last quarter. Capital International Investors grew its stake in Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Finally, Capital Research Global Investors grew its stake in Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Truist Financial upped their target price on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Barclays reiterated an “overweight” rating and issued a $180.00 target price (up from $175.00) on shares of Amphenol in a report on Monday, May 4th. Jefferies Financial Group upped their target price on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Robert W. Baird set a $177.00 target price on Amphenol in a report on Thursday, April 30th. Finally, Piper Sandler set a $165.00 target price on Amphenol in a report on Tuesday, March 17th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned 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 target price of $176.87.

Check Out Our Latest Stock Report on Amphenol

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’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 sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last 90 days. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of APH stock opened at $148.06 on Friday. The firm has a market cap of $182.14 billion, a price-to-earnings ratio of 42.55, a PEG ratio of 1.23 and a beta of 1.29. The company’s 50 day moving average is $134.93 and its 200 day moving average is $138.66. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 52-week low of $87.95 and a 52-week high of $167.04.

Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% compared to the same quarter last year. During the same period last year, the company posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm 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 dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Amphenol Company Profile

(Free Report)

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.