Amphenol Corporation $APH Shares Bought by Dakota Wealth Management

Dakota Wealth Management lifted its position in shares of Amphenol Corporation (NYSE:APH) by 33.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,375 shares of the electronics maker’s stock after acquiring an additional 7,930 shares during the quarter. Dakota Wealth Management’s holdings in Amphenol were worth $4,241,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of APH. Financial Management Professionals Inc. boosted its position in Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. increased its position in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares in the last quarter. Howard Hughes Medical Institute acquired a new position in shares of Amphenol during the 2nd quarter worth $26,000. Board of the Pension Protection Fund purchased a new stake in shares of Amphenol in the 4th quarter worth about $27,000. Finally, Alpine Bank Wealth Management purchased a new stake in shares of Amphenol in the 3rd quarter worth about $30,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on APH. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Barclays reiterated an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Piper Sandler set a $165.00 target price on Amphenol in a research note on Tuesday, March 17th. Eleven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $152.36.

Amphenol Price Performance

APH opened at $123.81 on Friday. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The company’s 50 day simple moving average is $141.14 and its 200 day simple moving average is $135.80. The stock has a market capitalization of $152.19 billion, a PE ratio of 37.07, a P/E/G ratio of 1.30 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 (NYSE:APH) last posted 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. The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. Amphenol’s revenue was up 49.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.55 earnings per share. 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 year.

Amphenol Dividend Announcement

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

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction on 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 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.67% of the company’s stock.

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.