Jensen Quality Growth Equity Divested Amphenol (APH) Due to Elevated Valuation [Yahoo! Finance]
Amphenol Corporation (APH)
Last amphenol corporation earnings: 4/22 08:00 am
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Source: Yahoo! Finance
Jensen Investment Management , an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”. A copy of the letter can be downloaded here . The S&P 500 Index continued its rally in Q4 2025, which started in 2022. The Jensen Quality Growth Equity Composite underperformed the Index in the fourth quarter. The Strategy returned -0.55% (net) in Q4 2025 Vs 2.66% for the Index. At the sector level, the portfolio's relative underperformance was largely contributed to by the Industrials sector. The outperformance of low-quality stocks added to the relative underperformance from a quality perspective. Market concentration in mega-cap technology characterizes the current investment theme. The portfolio is well-positioned to capitalize on growth from AI and digital transformation, while maintaining its durability. The firm prioritizes holding companies that can generate economic value over multiple cycles, focusing on quality
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News
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- A Look At Amphenol (APH) Valuation As AI Data Center Demand Fuels Earnings Upgrades And Fund Profit Taking [Yahoo! Finance]Yahoo! Finance
- Madison Mid Cap Fund Trimmed Amphenol (APH) Due to Elevated Valuation [Yahoo! Finance]Yahoo! Finance
- Are Computer and Technology Stocks Lagging Amphenol (APH) This Year? [Yahoo! Finance]Yahoo! Finance
- Amphenol Taps Multiple End Markets: Can Diversification Boost Growth? [Yahoo! Finance]Yahoo! Finance
APH
Earnings
- 1/28/26 - Beat
APH
Sec Filings
- 3/2/26 - Form S-3ASR
- 2/19/26 - Form 4
- 2/19/26 - Form 4
- APH's page on the SEC website