Ifm Investors 13F: Adds $1.5M to Amphenol (APH) Stake

Ifm Investors has increased its stake in Amphenol Corporation (NYSE:APH) according to a recent SEC filing. The fund added 8,363 shares during the reporting period, bringing its total holdings to 241,948 shares, valued at approximately $39.67 million. This move represents a 3.58% increase from its previous position.

What Changed in Ifm Investors' Amphenol Position

Ifm Investors grew its stake in Amphenol by 8,363 shares, raising its total to 241,948 shares. This marks a 3.58% increase from the previous count of 233,585 shares, reflecting a continued interest in the company, valued at roughly $39.67 million as of the filing.

Other Institutional Activity in Amphenol

BlackRock, Inc. reduced its holdings in Amphenol by 4,171,540 shares, leaving it with 101,966,066 shares valued at about $12.88 billion. Vanguard Capital Management LLC established a new position with 79,875,456 shares worth approximately $10.09 billion. FMR LLC trimmed its stake by 6,943,274 shares, resulting in 79,477,521 shares valued at around $10.04 billion. State Street Corp added 482,820 shares, ending with 57,396,418 shares valued at about $7.27 billion. Meanwhile, JPMorgan Chase & Co significantly increased its holdings by 14,945,430 shares, totaling 49,270,578 shares worth approximately $5.87 billion.

Amphenol Corporation Stock Up 113.2%

Shares of Amphenol Corporation (NYSE:APH) traded near $163.96. The company boasts a market capitalization of $201.71 billion and a P/E ratio of 47.11, with a forward P/E of 28.84. The stock's beta is 1.275, indicating moderate volatility. Over the past year, the stock has ranged from $92.98 to $167.04, with a 50-day moving average of $142.66 and a 200-day moving average of $136.54. Amphenol maintains a current ratio of 1.71 and a quick ratio of 1.17, alongside a debt-to-equity ratio of 133.05.

Recent Earnings

Amphenol reported revenue of $25.90 billion, reflecting a growth rate of 0.58%. The company achieved a net margin of 17.24% and a return on equity of 36.83%. Earnings per share stood at $3.48. The next earnings report is scheduled for July 29, 2026.

Dividend

Amphenol offers an annual dividend of $1.00 per share, yielding 0.63%. The dividend payout ratio is 23.85%, indicating a sustainable dividend policy.

Insider Buying and Selling at Amphenol Corporation

On May 22, 2026, several insiders, including CEO Richard Adam Norwitt, acquired shares of Amphenol. Norwitt purchased 464,989 shares, while other executives like Michael Ivas and Craig Lampo also bought significant amounts. These transactions were not part of a pre-planned trading program.

Analysts Set New Price Targets

Barclays maintained its 'buy' rating for Amphenol with a target price of $180 on May 4, 2026. On April 30, JP Morgan and UBS also reiterated their 'buy' ratings, setting target prices at $200 and $178, respectively. The consensus among 18 analysts is a 'buy' rating, with a mean target price of $183.28.

About Amphenol Corporation

Amphenol Corporation, headquartered in Wallingford, Connecticut, designs and manufactures electrical, electronic, and fiber optic connectors. It operates through segments like Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company serves various markets, including automotive, aerospace, defense, and IT, with a workforce of 170,000 employees worldwide.

Bottom Line

Ifm Investors' increase in its Amphenol stake signals confidence in the company's prospects. Amphenol's solid financials and broad market presence make it a notable player in the electronic components industry. As always, remember that 13F filings are historical and may not reflect current positions.