Robeco Institutional Asset Management B.V. Decreases Stock Position in Amphenol Corporation $APH

07 Jan 2026, 10:55 by Michael Walen · The Markets Daily

Robeco Institutional Asset Management B.V. reduced its stake in Amphenol Corporation (NYSE:APH – Free Report) by 2.7% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 577,962 shares of the electronics maker’s stock after selling 16,035 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Amphenol were worth $71,523,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of APH. Financial Management Professionals Inc. grew its holdings in shares of Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after buying an additional 90 shares during the last quarter. Alpine Bank Wealth Management purchased a new stake in Amphenol during the 3rd quarter valued at about $30,000. Opal Wealth Advisors LLC acquired a new position in shares of Amphenol in the second quarter valued at about $25,000. Riggs Asset Managment Co. Inc. raised its stake in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares during the last quarter. Finally, Howard Hughes Medical Institute acquired a new stake in shares of Amphenol during the second quarter worth about $26,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Up 1.0%

APH stock opened at $141.21 on Wednesday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $144.37. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57. The firm has a market cap of $172.85 billion, a P/E ratio of 47.07, a PEG ratio of 0.91 and a beta of 1.21. The company’s 50-day simple moving average is $137.06 and its 200-day simple moving average is $121.19.

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, topping analysts’ consensus estimates of $0.79 by $0.14. The company had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.Amphenol’s quarterly revenue was up 53.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. As a group, equities analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be given a dividend of $0.25 per share. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date is Tuesday, December 16th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s payout ratio is 33.33%.

Insider Transactions at Amphenol

In other Amphenol news, VP Lance E. D’amico sold 120,000 shares of the stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $140.01, for a total transaction of $16,801,200.00. Following the transaction, the vice president directly owned 76,400 shares of the company’s stock, valued at $10,696,764. This trade represents a 61.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP David M. Silverman sold 120,000 shares of Amphenol stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the completion of the sale, the vice president owned 12,500 shares in the company, valued at approximately $1,764,625. This trade represents a 90.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,063,194 shares of company stock worth $148,244,445 in the last ninety days. Company insiders own 1.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the stock an “outperform” rating in a report on Friday, October 10th. The Goldman Sachs Group set a $154.00 price target on shares of Amphenol and gave the company a “buy” rating in a report on Thursday, October 23rd. Truist Financial boosted their price objective on Amphenol from $147.00 to $180.00 and gave the company a “buy” rating in a report on Friday, December 19th. Finally, Citigroup raised their target price on Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $134.08.

View Our Latest Stock Analysis on APH

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.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.