Fulton Bank N.A. Cuts Position in Amphenol Corporation $APH

Fulton Bank N.A. reduced its position in shares of Amphenol Corporation (NYSE:APH) by 15.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 60,505 shares of the electronics maker’s stock after selling 11,431 shares during the period. Fulton Bank N.A.’s holdings in Amphenol were worth $8,177,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also modified their holdings of APH. Grant Private Wealth Management Inc purchased a new position in Amphenol in the third quarter valued at $515,000. DSG Capital Advisors LLC grew its stake in Amphenol by 230.9% during the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after purchasing an additional 7,458 shares in the last quarter. Oppenheimer Asset Management Inc. increased its holdings in Amphenol by 10.7% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after purchasing an additional 26,175 shares during the period. Estate Counselors LLC acquired a new stake in Amphenol in the 3rd quarter valued at about $3,831,000. Finally, Regents Gate Capital LLP boosted its stake in shares of Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: AI/Data-center demand appears to be driving strong growth expectations for Amphenol, supporting longer-term revenue and backlog expansion that investors care about. Amphenol Corporation (APH) is Seeing Explosive Growth Fueled by AI Data Center Demand
• Positive Sentiment: Distribution/product expansion: Interstate Connecting Components added Amphenol Fiber Systems VITA‑87 high-density MT connectors — a tactical win in aerospace/military channels that supports incremental sales and market presence. Interstate Connecting Components Announces Addition of Amphenol Fiber Systems VITA 87
• Positive Sentiment: Acquisition strategy continues to be presented as a tailwind — M&A is cited as expanding Amphenol’s technology set and scale to capture AI and long-term secular opportunities. Will Amphenol’s Successful Acquisition Strategy Drive Long-Term Gains?
• Positive Sentiment: Investor letters cited strong quarterly results as a driver of upside in recent months, reinforcing confidence in earnings growth momentum. Strong Results Lifted Amphenol Corp. (APH) by 9%
• Neutral Sentiment: Analyst consensus remains above neutral with an average “Moderate Buy” rating — supportive but not overwhelmingly bullish. Amphenol Given Average Rating of “Moderate Buy” by Analysts
• Negative Sentiment: Option activity shows heavy put buying, indicating short-term bearish bets that can amplify downward moves in the stock. Stock Traders Buy High Volume of Amphenol Put Options
• Negative Sentiment: Zacks downgraded Amphenol from “strong-buy” to “hold,” which can weigh on sentiment and reduce near-term analyst-driven demand. Zacks Downgrade
• Negative Sentiment: Macro push: hot inflation data and geopolitical jitters hit cyclical names like Amphenol, prompting intraday selling. Why Amphenol (APH) Is Down 5.0% After Hot Inflation Data and Geopolitical Jitters Hit Cyclicals
• Negative Sentiment: Relative competitive note: a Zacks comparison highlights Lumentum (LITE) as better positioned in some AI/data-center connectivity segments, which could shift investor preference away from APH. Lumentum vs. Amphenol: Which AI Connectivity Stock is the Better Buy?

Analyst Ratings Changes

APH has been the subject of a number of analyst reports. UBS Group reissued a “buy” rating and set a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Truist Financial set a $182.00 target price on shares of Amphenol in a report on Tuesday, January 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research report on Friday, January 9th. Finally, Barclays restated an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Eleven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction on 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 1.67% of the company’s stock.

Amphenol Trading Down 2.9%

APH opened at $126.82 on Monday. 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. The company has a market cap of $155.89 billion, a P/E ratio of 37.97, a PEG ratio of 1.34 and a beta of 1.20. The business’s 50-day simple moving average is $143.45 and its 200-day simple moving average is $135.60.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The firm 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 firm’s revenue was up 49.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders 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 annualized dividend and a dividend yield of 0.8%. Amphenol’s dividend payout ratio is presently 29.94%.

Amphenol Company 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.