Amalgamated Bank Has $34.16 Million Stock Holdings in Amphenol Corporation $APH

Amalgamated Bank grew its position in Amphenol Corporation (NYSE:APH) by 2.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 276,023 shares of the electronics maker’s stock after acquiring an additional 5,406 shares during the period. Amalgamated Bank’s holdings in Amphenol were worth $34,158,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of APH. Oak Ridge Investments LLC raised its position in shares of Amphenol by 20.7% during the third quarter. Oak Ridge Investments LLC now owns 10,406 shares of the electronics maker’s stock worth $1,288,000 after acquiring an additional 1,782 shares during the last quarter. Tred Avon Family Wealth LLC acquired a new stake in Amphenol during the 3rd quarter valued at approximately $591,000. Nippon Life Global Investors Americas Inc. raised its holdings in Amphenol by 164.8% during the 3rd quarter. Nippon Life Global Investors Americas Inc. now owns 395,060 shares of the electronics maker’s stock worth $48,944,000 after purchasing an additional 245,880 shares during the last quarter. Smithbridge Asset Management Inc. DE acquired a new position in Amphenol in the third quarter valued at $248,000. Finally, Harel Insurance Investments & Financial Services Ltd. bought a new position in shares of Amphenol in the 3rd quarter worth about $107,000. Institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on APH shares. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research report on Friday, January 9th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Barclays raised Amphenol from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $143.00 to $156.00 in a research note on Monday, January 12th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Finally, Robert W. Baird set a $139.00 price objective on Amphenol and gave the stock an “outperform” rating in a report on Friday, October 10th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $146.46.

Amphenol Trading Up 0.2%

Shares of Amphenol stock opened at $154.57 on Friday. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $156.28. The firm has a market cap of $189.20 billion, a PE ratio of 51.52, a PEG ratio of 0.99 and a beta of 1.21. The company has a 50 day simple moving average of $138.10 and a two-hundred day simple moving average of $123.73.

Amphenol (NYSE:APH) last announced its quarterly earnings data 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 company had revenue of $6.19 billion for the quarter, compared to analysts’ expectations of $5.54 billion. During the same period last year, the firm posted $0.50 EPS. Amphenol’s revenue for the quarter was up 53.4% compared to the same quarter last year. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. Analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th were paid a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, December 16th. This is an increase from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s payout ratio is presently 33.33%.

Insiders Place Their Bets

In related news, insider Luc Walter sold 365,118 shares of the company’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 owned 433,742 shares in the company, valued at $58,403,360.30. The trade was a 45.70% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total value of $5,750,906.00. Following the completion of the transaction, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at approximately $5,723,354. This trade represents a 50.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,063,194 shares of company stock valued at $148,244,445. Insiders own 1.67% of the company’s stock.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts and screens suggest Amphenol is likely to beat upcoming earnings again — the company has a strong surprise history and the key inputs (revenue momentum, pricing/volume leverage) line up for another upside to estimates. Why Amphenol (APH) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Multiple pieces point to Amphenol as a top long‑term growth stock on strong seculars (data centers, telecom, industrial), supported by Zacks style scores and recurring revenue mix. Why Amphenol (APH) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Market commentary ties the recent rally to surging AI/data‑center spending — Amphenol’s fiber‑optic connectors and cables are seeing accelerated demand, helping push the stock to a 52‑week high. Amphenol Corporation (APH) Surged Following the Demand Uptick
• Positive Sentiment: Coverage comparing data‑center infrastructure names favors Amphenol for upside given its IT datacom growth and investments (e.g., liquid‑cooling components), highlighting relative upside vs. peers. VRT vs. APH: Which Data-Center Infrastructure Stock Is the Better Buy?
• Neutral Sentiment: Company announced details of an open offer for ADC India Communications Limited — a corporate-action update that may affect regional exposure but is not clearly material to near‑term U.S. EPS guidance. Amphenol Announces Details of Open Offer for ADC India Communications Limited
• Neutral Sentiment: Several commentary pieces (MSN, InsiderMonkey, IBD) recap the same themes — AI/data‑center demand and strong sales — amplifying market attention but adding limited new fundamental information. Data Center Play Spikes To Highs After 95% Annual Surge Amid AI Boom

Amphenol Profile

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.