Dakota Wealth Management Cuts Holdings in Amphenol Corporation $APH

Dakota Wealth Management decreased its holdings in Amphenol Corporation (NYSE:APH) by 32.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,445 shares of the electronics maker’s stock after selling 11,475 shares during the period. Dakota Wealth Management’s holdings in Amphenol were worth $2,902,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of APH. EverSource Wealth Advisors LLC raised its position in shares of Amphenol by 4.9% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 8,892 shares of the electronics maker’s stock worth $1,100,000 after acquiring an additional 417 shares in the last quarter. Cornerstone Capital Inc. raised its holdings in Amphenol by 2.6% in the third quarter. Cornerstone Capital Inc. now owns 260,775 shares of the electronics maker’s stock worth $32,271,000 after purchasing an additional 6,648 shares in the last quarter. Legacy Financial Advisors Inc. lifted its position in shares of Amphenol by 26.5% during the third quarter. Legacy Financial Advisors Inc. now owns 3,551 shares of the electronics maker’s stock valued at $439,000 after buying an additional 744 shares during the last quarter. Clearstead Trust LLC boosted its holdings in shares of Amphenol by 84.4% in the 3rd quarter. Clearstead Trust LLC now owns 2,825 shares of the electronics maker’s stock valued at $350,000 after buying an additional 1,293 shares in the last quarter. Finally, Washington Trust Advisors Inc. purchased a new position in shares of Amphenol in the 3rd quarter worth approximately $91,000. Institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of the stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.67% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on APH. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Evercore reissued an “outperform” rating and issued a $165.00 price objective on shares of Amphenol in a research report on Tuesday, January 20th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. 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. Finally, Citigroup boosted their price target on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Stock Performance

Shares of APH opened at $151.64 on Wednesday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock has a 50-day moving average of $143.76 and a two-hundred day moving average of $132.34. The stock has a market cap of $186.39 billion, a P/E ratio of 45.40, a P/E/G ratio of 1.56 and a beta of 1.20. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04.

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

Amphenol Dividend Announcement

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

Amphenol 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.