Smartleaf Asset Management LLC Has $2.14 Million Position in Amphenol Corporation $APH

Smartleaf Asset Management LLC grew its stake in Amphenol Corporation (NYSE:APH) by 36.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,709 shares of the electronics maker’s stock after acquiring an additional 4,758 shares during the quarter. Smartleaf Asset Management LLC’s holdings in Amphenol were worth $2,143,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of APH. Grant Private Wealth Management Inc acquired a new position in shares of Amphenol in the third quarter valued at approximately $515,000. DSG Capital Advisors LLC lifted its position in Amphenol by 230.9% in the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after acquiring an additional 7,458 shares in the last quarter. Estate Counselors LLC acquired a new position in Amphenol in the 3rd quarter worth $3,831,000. Advyzon Investment Management LLC increased its holdings in Amphenol by 101.6% during the 2nd quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock worth $598,000 after purchasing an additional 3,051 shares in the last quarter. Finally, Convergence Investment Partners LLC raised its stake in shares of Amphenol by 59.9% in the 3rd quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock valued at $2,388,000 after purchasing an additional 7,230 shares during the period. Institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

APH has been the subject of several recent research reports. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. UBS Group reaffirmed a “buy” rating and set a $174.00 price target (up previously from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a report on Friday, January 9th. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Finally, Barclays reaffirmed an “overweight” rating and issued a $175.00 target price (up previously from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Stock Performance

Shares of APH stock opened at $136.35 on Monday. The company has a fifty day moving average price of $141.27 and a two-hundred day moving average price of $128.92. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. The stock has a market cap of $166.90 billion, a P/E ratio of 40.82, a P/E/G ratio of 1.44 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. Amphenol’s revenue was up 49.1% on a year-over-year basis. During the same period last year, the business posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

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 paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

Insider Buying and Selling at Amphenol

In other news, CFO Craig A. Lampo sold 40,076 shares of the firm’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the completion of the sale, the chief financial officer owned 39,884 shares in the company, valued at approximately $5,723,354. This trade represents a 50.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The SEC filing for this sale provides additional information. Insiders have sold a total of 378,076 shares of company stock valued at $54,056,506 in the last ninety days. Insiders own 1.67% of the company’s stock.

Amphenol Company 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.