Triasima Portfolio Management inc. Invests $1.41 Million in Amphenol Corporation $APH

20 Jan 2026, 14:48 by Michael Walen · The Markets Daily

Triasima Portfolio Management inc. purchased a new stake in Amphenol Corporation (NYSE:APH – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 11,378 shares of the electronics maker’s stock, valued at approximately $1,408,000.

Several other institutional investors have also added to or reduced their stakes in the company. Geode Capital Management LLC raised its holdings in shares of Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after buying an additional 2,217,079 shares in the last quarter. Norges Bank acquired a new position in shares of Amphenol during the second quarter worth $2,104,244,000. Franklin Resources Inc. increased its holdings in Amphenol by 13.4% in the 2nd quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after purchasing an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its position in Amphenol by 1.9% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock worth $699,998,000 after buying an additional 133,966 shares during the period. Finally, Envestnet Asset Management Inc. raised its position in Amphenol by 3.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 5,883,759 shares of the electronics maker’s stock worth $581,021,000 after purchasing an additional 210,551 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Stock Performance

Amphenol stock opened at $153.06 on Tuesday. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $156.28. The firm’s fifty day moving average price is $138.32 and its 200-day moving average price is $124.30. The stock has a market cap of $187.35 billion, a P/E ratio of 51.02, a price-to-earnings-growth ratio of 0.97 and a beta of 1.21. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.52 and a current ratio of 2.07.

Amphenol (NYSE:APH – Get Free Report) last released its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business had revenue of $6.19 billion for the quarter, compared to the consensus estimate of $5.54 billion. During the same quarter last year, the business posted $0.50 earnings per share. The company’s revenue for the quarter was up 53.4% on a year-over-year basis. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. On average, equities research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th were paid a $0.25 dividend. This is an increase from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, December 16th. Amphenol’s payout ratio is currently 33.33%.

Insider Activity

In related news, VP David M. Silverman sold 120,000 shares of Amphenol stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the transaction, the vice president owned 12,500 shares in the company, valued at $1,764,625. This trade represents a 90.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Luc Walter sold 365,118 shares of the firm’s stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $134.65, for a total value of $49,163,138.70. Following the transaction, the insider directly owned 433,742 shares in the company, valued at $58,403,360.30. This trade represents a 45.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,063,194 shares of company stock valued at $148,244,445. Insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th. Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Robert W. Baird set a $139.00 target price on Amphenol and gave the stock an “outperform” rating in a research note on Friday, October 10th. UBS Group reissued a “buy” rating and set a $174.00 price objective (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Finally, Barclays upgraded Amphenol from an “equal weight” rating to an “overweight” rating and increased their price target for the stock from $143.00 to $156.00 in a research note on Monday, January 12th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus price target of $146.46.

Read Our Latest Report on APH

Amphenol 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.