BTC Capital Management Inc. Acquires 43,239 Shares of Amphenol Corporation $APH

BTC Capital Management Inc. raised its holdings in Amphenol Corporation (NYSE:APH) by 516.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 51,609 shares of the electronics maker’s stock after buying an additional 43,239 shares during the quarter. BTC Capital Management Inc.’s holdings in Amphenol were worth $6,979,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Financial Management Professionals Inc. boosted its position 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 valued at $25,000 after acquiring an additional 90 shares during the period. Riggs Asset Managment Co. Inc. increased its position in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares during the period. Howard Hughes Medical Institute acquired a new position in Amphenol during the 2nd quarter valued at $26,000. Board of the Pension Protection Fund bought a new stake in Amphenol in the 4th quarter valued at $27,000. Finally, Alpine Bank Wealth Management bought a new stake in Amphenol in the 3rd quarter valued at $30,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Price Performance

NYSE:APH opened at $126.28 on Wednesday. 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 50-day moving average of $139.90 and a 200-day moving average of $136.10. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The company has a market capitalization of $155.22 billion, a price-to-earnings ratio of 37.81, a PEG ratio of 1.26 and a beta of 1.20.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the previous year, the firm posted $0.55 earnings per share. The firm’s revenue for the quarter was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is currently 29.94%.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was 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 owned 1,927,507 shares in the company, 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 Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on APH shares. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Jefferies Financial Group started coverage on shares of Amphenol in a research note on Tuesday. They issued a “buy” rating and a $145.00 target price for the company. Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Finally, Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Twelve equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and a consensus price target of $151.87.

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.