Amphenol Corporation $APH Shares Sold by Congress Asset Management Co.

Congress Asset Management Co. trimmed its stake in Amphenol Corporation (NYSE:APH) by 0.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 962,561 shares of the electronics maker’s stock after selling 5,612 shares during the quarter. Amphenol comprises 0.9% of Congress Asset Management Co.’s portfolio, making the stock its 24th largest position. Congress Asset Management Co. owned about 0.08% of Amphenol worth $130,080,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. SG Americas Securities LLC increased its holdings in shares of Amphenol by 6,279.8% during the 4th quarter. SG Americas Securities LLC now owns 1,054,830 shares of the electronics maker’s stock worth $142,550,000 after buying an additional 1,038,296 shares during the last quarter. Assenagon Asset Management S.A. boosted its holdings in Amphenol by 6.5% in the fourth quarter. Assenagon Asset Management S.A. now owns 28,168 shares of the electronics maker’s stock valued at $3,807,000 after acquiring an additional 1,708 shares during the last quarter. Park Place Capital Corp grew its position in Amphenol by 504.1% during the fourth quarter. Park Place Capital Corp now owns 15,821 shares of the electronics maker’s stock valued at $2,138,000 after acquiring an additional 13,202 shares during the period. Diversified Trust Co. grew its position in Amphenol by 115.9% during the fourth quarter. Diversified Trust Co. now owns 17,899 shares of the electronics maker’s stock valued at $2,419,000 after acquiring an additional 9,609 shares during the period. Finally, Inspirion Wealth Advisors LLC acquired a new stake in Amphenol during the fourth quarter worth about $378,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE:APH opened at $130.55 on Tuesday. The business’s 50-day simple moving average is $143.16 and its 200 day simple moving average is $135.73. The company has a market cap of $160.47 billion, a P/E ratio of 39.09, a PEG ratio of 1.34 and a beta of 1.20. 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.

Amphenol (NYSE:APH) last released its quarterly 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 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 quarter in the prior year, the business earned $0.55 EPS. Amphenol’s quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is presently 29.94%.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Truist Financial set a $182.00 price objective on Amphenol in a research note on Tuesday, January 13th. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday, January 27th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. UBS Group reiterated a “buy” rating and set a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Finally, Barclays reissued an “overweight” rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $152.36.

Insider Transactions at Amphenol

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

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.