Amphenol Corporation $APH Position Raised by Brookstone Capital Management

Brookstone Capital Management raised its holdings in Amphenol Corporation (NYSE:APH) by 1,685.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 120,709 shares of the electronics maker’s stock after acquiring an additional 113,950 shares during the quarter. Brookstone Capital Management’s holdings in Amphenol were worth $16,313,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Financial Management Professionals Inc. increased its stake in shares of Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 90 shares during the last quarter. Board of the Pension Protection Fund acquired a new position in shares of Amphenol during the 4th quarter valued at about $27,000. Alpine Bank Wealth Management acquired a new position in Amphenol during the third quarter valued at approximately $30,000. Riggs Asset Managment Co. Inc. grew its stake in Amphenol by 200.0% in the 2nd 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 during the last quarter. Finally, Howard Hughes Medical Institute bought a new position in shares of Amphenol in the second quarter worth about $26,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

Amphenol stock opened at $118.99 on Tuesday. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The company has a market cap of $146.26 billion, a PE ratio of 35.62, a PEG ratio of 1.31 and a beta of 1.20. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The company’s 50-day moving average is $140.42 and its two-hundred day moving average is $136.05.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) 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 for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter last year, the business earned $0.55 earnings per share. The company’s 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. Equities analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders 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 is Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. UBS Group reaffirmed a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. JPMorgan Chase & Co. increased their target price on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Finally, Piper Sandler set a $165.00 target price on Amphenol in a research report on Tuesday, March 17th. Eleven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $152.36.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred 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 completion of 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.67% of the company’s stock.

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.