Amphenol Corporation $APH Stake Boosted by Cornerstone Capital Inc.

Cornerstone Capital Inc. boosted its stake in shares of Amphenol Corporation (NYSE:APH) by 2.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 260,775 shares of the electronics maker’s stock after buying an additional 6,648 shares during the period. Amphenol comprises 3.2% of Cornerstone Capital Inc.’s investment portfolio, making the stock its 8th largest holding. Cornerstone Capital Inc.’s holdings in Amphenol were worth $32,271,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Financial Management Professionals Inc. lifted its position in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. lifted its holdings 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 purchasing an additional 168 shares in the last quarter. Howard Hughes Medical Institute acquired a new stake in shares of Amphenol in the second quarter worth $26,000. Alpine Bank Wealth Management purchased a new position in shares of Amphenol during the third quarter valued at $30,000. Finally, Evolution Wealth Management Inc. acquired a new position in Amphenol during the second quarter valued at $31,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Price Performance

NYSE APH opened at $147.49 on Tuesday. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The company has a fifty day simple moving average of $143.31 and a 200 day simple moving average of $132.05. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The company has a market cap of $181.29 billion, a P/E ratio of 44.16, a P/E/G ratio of 1.60 and a beta of 1.20.

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

Amphenol Announces Dividend

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

Insider Buying and Selling

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider William J. Doherty sold 80,000 shares of the firm’s 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. Additional details regarding this sale are available in the official SEC disclosure. 1.67% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have commented on APH shares. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. JPMorgan Chase & Co. increased their target price on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 27th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Finally, Truist Financial set a $182.00 price target on shares of Amphenol in a research note on Tuesday, January 13th. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

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.