Amphenol Corporation $APH Shares Acquired by CCLA Investment Management

CCLA Investment Management increased its position in shares of Amphenol Corporation (NYSE:APH) by 47.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 359,535 shares of the electronics maker’s stock after purchasing an additional 115,659 shares during the period. CCLA Investment Management’s holdings in Amphenol were worth $48,591,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Riggs Asset Managment Co. Inc. grew its stake in shares of 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 purchasing an additional 168 shares in the last quarter. Financial Management Professionals Inc. boosted its holdings in 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 purchasing an additional 90 shares in the last quarter. Board of the Pension Protection Fund acquired a new position in Amphenol in the fourth quarter valued at approximately $27,000. Alpine Bank Wealth Management acquired a new position in Amphenol in the third quarter valued at approximately $30,000. Finally, Evolution Wealth Management Inc. acquired a new position in Amphenol in the second quarter valued at approximately $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s 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 completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.67% of the company’s stock.

Amphenol Price Performance

Shares of APH opened at $135.20 on Thursday. Amphenol Corporation has a fifty-two week low of $59.16 and a fifty-two week high of $167.04. The company has a market capitalization of $166.18 billion, a price-to-earnings ratio of 40.48, a price-to-earnings-growth ratio of 1.35 and a beta of 1.25. The firm has a 50-day simple moving average of $136.85 and a 200-day simple moving average of $136.34. 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 issued its quarterly 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. 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 the consensus estimate of $6.19 billion. During the same period last year, the company earned $0.55 earnings per share. The company’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. On average, equities research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The firm 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 $0.25 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 29.94%.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. JPMorgan Chase & Co. upped their price objective 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. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 price objective on shares of Amphenol in a research note on Thursday, January 15th. Finally, US Capital Advisors set a $165.00 price objective on Amphenol in a report on Friday, January 9th. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company 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.