Alliancebernstein L.P. Lowers Holdings in Amphenol Corporation $APH

Alliancebernstein L.P. lowered its stake in shares of Amphenol Corporation (NYSE:APH) by 10.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,191,595 shares of the electronics maker’s stock after selling 834,206 shares during the quarter. Alliancebernstein L.P. owned about 0.59% of Amphenol worth $889,960,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of APH. Brighton Jones LLC raised its stake in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC increased its holdings in shares of Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the last quarter. CENTRAL TRUST Co raised its position in shares of Amphenol by 9.4% in the 2nd quarter. CENTRAL TRUST Co now owns 1,146 shares of the electronics maker’s stock worth $113,000 after buying an additional 98 shares during the period. Finally, Burling Wealth Partners LLC purchased a new position in shares of Amphenol in the 2nd quarter worth $243,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.67% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on APH shares. Evercore reissued an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research report on Tuesday, January 20th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $183.00 price objective on shares of Amphenol in a research note on Thursday, January 15th. JPMorgan Chase & Co. boosted their target price on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. US Capital Advisors set a $165.00 target price on shares of Amphenol in a research report on Friday, January 9th. Finally, Truist Financial set a $182.00 price target on shares of Amphenol in a report on Tuesday, January 13th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Trading Up 1.9%

Shares of APH opened at $133.99 on Friday. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. The stock has a 50-day moving average price of $144.23 and a 200 day moving average price of $134.67. 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 company has a market capitalization of $164.70 billion, a P/E ratio of 40.12, a P/E/G ratio of 1.42 and a beta of 1.20.

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, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.Amphenol’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The business 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 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%.

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.