TD Asset Management Inc Boosts Stock Holdings in Amphenol Corporation $APH

04 Jun 2026, 11:56 by Mitch Edgeman · The Markets Daily

TD Asset Management Inc grew its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 105.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 4,088,713 shares of the electronics maker’s stock after buying an additional 2,100,544 shares during the period. TD Asset Management Inc’s holdings in Amphenol were worth $552,549,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Generali Asset Management SPA SGR increased its holdings in Amphenol by 20.2% in the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after acquiring an additional 14,612 shares in the last quarter. Oppenheimer Asset Management Inc. increased its holdings in Amphenol by 10.7% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after acquiring an additional 26,175 shares in the last quarter. Regents Gate Capital LLP increased its holdings in Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after acquiring an additional 34,289 shares in the last quarter. Praxis Investment Management Inc. increased its holdings in Amphenol by 86.3% in the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after acquiring an additional 12,502 shares in the last quarter. Finally, Principal Financial Group Inc. increased its holdings in Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after acquiring an additional 70,938 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Trading Down 0.2%

Shares of APH opened at $148.09 on Thursday. The firm’s fifty day moving average is $136.45 and its two-hundred day moving average is $138.85. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market cap of $182.18 billion, a PE ratio of 42.55, a price-to-earnings-growth ratio of 1.30 and a beta of 1.27. Amphenol Corporation has a 52-week low of $91.06 and a 52-week high of $167.04.

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

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s payout ratio is presently 28.74%.

Analyst Ratings Changes

Several brokerages have issued reports on APH. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Jefferies Financial Group lifted their target price on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. The Goldman Sachs Group lifted their target price on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Piper Sandler set a $165.00 target price on shares of Amphenol in a research note on Tuesday, March 17th. Fourteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $176.87.

View Our Latest Report on Amphenol

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Over the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

About Amphenol

(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.