Amphenol Corporation $APH Shares Sold by Howland Capital Management LLC

Howland Capital Management LLC lowered its stake in Amphenol Corporation (NYSE:APH) by 2.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 650,259 shares of the electronics maker’s stock after selling 17,369 shares during the quarter. Amphenol comprises about 3.1% of Howland Capital Management LLC’s portfolio, making the stock its 7th biggest holding. Howland Capital Management LLC owned about 0.05% of Amphenol worth $80,576,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also made changes to their positions in the stock. Financial Management Professionals Inc. boosted its position in shares of Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares during the period. Alpine Bank Wealth Management acquired a new position in Amphenol during the third quarter worth $30,000. Opal Wealth Advisors LLC purchased a new position in shares of Amphenol during the second quarter worth $25,000. Riggs Asset Managment Co. Inc. grew 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 valued at $25,000 after buying an additional 168 shares in the last quarter. Finally, Howard Hughes Medical Institute purchased a new stake in shares of Amphenol in the 2nd quarter valued at $26,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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

Insider Activity at Amphenol

In related 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 completion of the sale, the vice president owned 76,400 shares in the company, valued at $10,696,764. This represents a 61.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Luc Walter sold 365,118 shares of the stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $134.65, for a total transaction of $49,163,138.70. Following the sale, the insider owned 433,742 shares of the company’s stock, valued at $58,403,360.30. This trade represents a 45.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,063,194 shares of company stock valued at $148,244,445 over the last 90 days. 1.67% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on APH. US Capital Advisors set a $165.00 target price on Amphenol in a report on Friday, January 9th. Barclays raised shares of 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. JPMorgan Chase & Co. upped their target price on shares of Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a research note on Thursday, October 23rd. Wall Street Zen cut shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. Finally, Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $120.00 to $150.00 in a research note on Wednesday, October 15th. 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.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus target price of $146.46.

Amphenol Trading Up 0.2%

NYSE APH opened at $154.57 on Friday. The firm’s fifty day moving average price is $138.10 and its 200 day moving average price is $123.73. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $156.28. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The company has a market capitalization of $189.20 billion, a price-to-earnings ratio of 51.52, a price-to-earnings-growth ratio of 0.99 and a beta of 1.21.

Amphenol (NYSE:APH) last announced its quarterly earnings results 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. The firm had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. Amphenol’s quarterly revenue was up 53.4% compared to the same quarter last year. During the same period in the previous year, the company earned $0.50 earnings per share. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. On average, sell-side analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The company also recently declared 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 was Tuesday, December 16th. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. This is a boost from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s dividend payout ratio (DPR) is 33.33%.

About Amphenol

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.