Cibc World Market Inc. Raises Stock Holdings in Amphenol Corporation $APH

Cibc World Market Inc. raised its stake in Amphenol Corporation (NYSE:APH) by 17.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 291,887 shares of the electronics maker’s stock after purchasing an additional 42,987 shares during the period. Cibc World Market Inc.’s holdings in Amphenol were worth $36,121,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Caprock Group LLC purchased a new position in shares of Amphenol in the 3rd quarter worth approximately $4,925,000. Krilogy Financial LLC grew its holdings in Amphenol by 57.4% in the third quarter. Krilogy Financial LLC now owns 23,589 shares of the electronics maker’s stock worth $2,919,000 after purchasing an additional 8,599 shares during the last quarter. Advisors Asset Management Inc. lifted its holdings in shares of Amphenol by 0.7% during the 3rd quarter. Advisors Asset Management Inc. now owns 176,910 shares of the electronics maker’s stock valued at $21,893,000 after purchasing an additional 1,293 shares during the last quarter. Stratos Wealth Partners LTD. lifted its holdings in shares of Amphenol by 1.4% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 222,954 shares of the electronics maker’s stock valued at $27,591,000 after purchasing an additional 3,185 shares during the last quarter. Finally, SVB Wealth LLC boosted its position in shares of Amphenol by 135.1% in the 3rd quarter. SVB Wealth LLC now owns 9,159 shares of the electronics maker’s stock worth $1,133,000 after purchasing an additional 5,264 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

APH has been the subject of a number of research analyst reports. Barclays reiterated an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Citigroup upped their price objective on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. UBS Group reiterated a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Evercore restated an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research note on Tuesday, January 20th. Finally, Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $120.00 to $150.00 in a research note on Wednesday, October 15th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $151.38.

Insider Buying and Selling at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 1.67% of the stock is currently owned by company insiders.

Amphenol Price Performance

NYSE:APH opened at $144.31 on Thursday. The firm’s fifty day moving average is $141.54 and its two-hundred day moving average is $129.58. The firm has a market cap of $176.65 billion, a price-to-earnings ratio of 43.21, a PEG ratio of 1.52 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings data 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 analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company’s revenue for the quarter was up 49.1% on a year-over-year basis. 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. Research analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 29.94%.

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.