Penserra Capital Management LLC Grows Stake in Amphenol Corporation $APH

Penserra Capital Management LLC grew its position in Amphenol Corporation (NYSE:APH) by 18.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 28,616 shares of the electronics maker’s stock after buying an additional 4,539 shares during the quarter. Penserra Capital Management LLC’s holdings in Amphenol were worth $3,540,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Adell Harriman & Carpenter Inc. raised its holdings in shares of Amphenol by 23.4% in the 3rd quarter. Adell Harriman & Carpenter Inc. now owns 7,146 shares of the electronics maker’s stock valued at $884,000 after purchasing an additional 1,357 shares in the last quarter. Westside Investment Management Inc. increased its holdings in Amphenol by 90.3% during the third quarter. Westside Investment Management Inc. now owns 1,174 shares of the electronics maker’s stock valued at $146,000 after buying an additional 557 shares during the period. Strengthening Families & Communities LLC bought a new position in Amphenol in the third quarter worth approximately $63,000. Raleigh Capital Management Inc. lifted its holdings in Amphenol by 55.5% during the third quarter. Raleigh Capital Management Inc. now owns 4,849 shares of the electronics maker’s stock worth $600,000 after buying an additional 1,730 shares during the period. Finally, Callan Family Office LLC boosted its position in Amphenol by 5.1% during the 3rd quarter. Callan Family Office LLC now owns 137,199 shares of the electronics maker’s stock valued at $16,978,000 after acquiring an additional 6,713 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Amphenol news, CFO Craig A. Lampo sold 258,000 shares of Amphenol stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the completion of the sale, the chief financial officer directly owned 167,695 shares in the company, valued at approximately $24,013,924. The trade was a 60.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider William J. Doherty sold 80,000 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 378,076 shares of company stock valued at $54,056,506 over the last three months. 1.67% of the stock is currently owned by insiders.

Amphenol Price Performance

Shares of APH opened at $127.60 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The company’s fifty day moving average price is $141.35 and its 200-day moving average price is $128.31. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The firm has a market capitalization of $156.19 billion, a PE ratio of 38.20, a price-to-earnings-growth ratio of 1.37 and a beta of 1.20.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm’s revenue was up 49.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities research analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

Wall Street Analysts Forecast Growth

APH has been the subject of a number of recent research reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the company an “outperform” rating in a research note on Friday, October 10th. US Capital Advisors set a $165.00 price target on Amphenol in a research report on Friday, January 9th. Barclays reiterated an “overweight” rating and set a $175.00 price objective (up previously from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Finally, UBS Group restated a “buy” rating and set a $174.00 target price (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analyst and research bullishness — Zacks highlights AI datacom demand, defense exposure and 2026 guidance as reasons the stock remains a buy despite a premium valuation, supporting upside potential for APH. Read More.
• Positive Sentiment: Barclays and other commentators view the recent pullback as a potential entry point, which can attract value‑seeking buyers if revenue momentum persists. Read More.
• Positive Sentiment: Board succession plan promotes continuity — the Board will make R. Adam Norwitt (current CEO) Chairman at the 2026 annual meeting, a governance move that reduces leadership uncertainty. Read More.
• Neutral Sentiment: Quarterly dividend announced — APH declared a $0.25/share quarterly dividend (record March 23; payable April 14). The yield is modest (~0.8%), so the impact on total return is limited but signals continued shareholder returns.
• Neutral Sentiment: Mixed analyst coverage — several recent pieces and aggregator stories summarize divergent Street views (some bullish on momentum, others caution on valuation), leaving the near‑term reaction dependent on sentiment and flows. Read More.
• Negative Sentiment: Recent sharp pullback and skepticism — coverage noting a ~17% drop after earnings raises questions about sustainability and whether the share retreat signals underlying weakness or a buying opportunity. That volatility can keep sellers active. Read More.
• Negative Sentiment: Short‑term trade‑down headlines — market stories pairing Amphenol with other decliners underline momentum selling and may amplify intraday declines even when fundamentals remain intact. Read More.

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.