Amphenol Corporation $APH Shares Bought by Choreo LLC

Choreo LLC grew its holdings in shares of Amphenol Corporation (NYSE:APH) by 19.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 34,385 shares of the electronics maker’s stock after purchasing an additional 5,633 shares during the quarter. Choreo LLC’s holdings in Amphenol were worth $4,260,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in APH. West Family Investments Inc. lifted its position in Amphenol by 1.1% during the third quarter. West Family Investments Inc. now owns 13,871 shares of the electronics maker’s stock worth $1,717,000 after buying an additional 152 shares during the period. Mesirow Financial Investment Management Inc. lifted its holdings in shares of Amphenol by 2.3% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 32,349 shares of the electronics maker’s stock worth $4,003,000 after acquiring an additional 728 shares during the period. Advisor OS LLC boosted its position in shares of Amphenol by 12.3% in the third quarter. Advisor OS LLC now owns 9,517 shares of the electronics maker’s stock worth $1,178,000 after acquiring an additional 1,039 shares during the last quarter. Westpac Banking Corp grew its holdings in Amphenol by 52.9% in the third quarter. Westpac Banking Corp now owns 88,432 shares of the electronics maker’s stock valued at $10,943,000 after purchasing an additional 30,612 shares during the period. Finally, Interchange Capital Partners LLC increased its position in Amphenol by 46.6% during the third quarter. Interchange Capital Partners LLC now owns 4,035 shares of the electronics maker’s stock worth $499,000 after purchasing an additional 1,282 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

APH has been the topic of a number of research analyst reports. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Evercore reaffirmed an “outperform” rating and issued a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. US Capital Advisors set a $165.00 target price on Amphenol in a report on Friday, January 9th. Finally, Citigroup raised their price target on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a 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 company’s stock. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Stock Performance

Amphenol stock opened at $145.94 on Friday. The firm has a market capitalization of $179.39 billion, a PE ratio of 43.70, a price-to-earnings-growth ratio of 1.57 and a beta of 1.20. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. The stock’s 50 day moving average price is $144.87 and its 200 day moving average price is $132.84. 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 (NYSE:APH) last posted its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating 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 company had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm posted $0.55 earnings per share. The business’s quarterly revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed 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 is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s payout ratio is currently 29.94%.

Insider Transactions at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.67% of the company’s stock.

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.