Adelphi Trust Co Buys Shares of 3,936 Amphenol Corporation $APH

Adelphi Trust Co bought a new stake in shares of Amphenol Corporation (NYSE:APH) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 3,936 shares of the electronics maker’s stock, valued at approximately $532,000.

Several other institutional investors and hedge funds also recently made changes to their positions in APH. State Street Corp increased its position in shares of Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after buying an additional 676,797 shares in the last quarter. Capital International Investors increased its position in shares of Amphenol by 446.9% in the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after buying an additional 14,714,177 shares in the last quarter. Capital Research Global Investors increased its holdings in Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. Invesco Ltd. increased its holdings in Amphenol by 14.4% during the 3rd quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock worth $1,121,801,000 after purchasing an additional 1,143,513 shares in the last quarter. Finally, Legal & General Group Plc increased its holdings in Amphenol by 12.5% during the 3rd quarter. Legal & General Group Plc now owns 8,334,138 shares of the electronics maker’s stock worth $1,031,350,000 after purchasing an additional 928,994 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were 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 directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on APH shares. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Tuesday, March 17th. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Piper Sandler set a $165.00 target price on Amphenol in a report on Tuesday, March 17th. US Capital Advisors set a $165.00 target price on Amphenol in a report on Friday, January 9th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $183.00 price objective on shares of Amphenol in a research note on Thursday, January 15th. Twelve research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $151.60.

Amphenol Trading Down 1.2%

Amphenol stock opened at $147.00 on Thursday. The firm has a 50-day moving average of $136.92 and a 200-day moving average of $137.05. Amphenol Corporation has a one year low of $62.55 and a one year high of $167.04. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The company has a market cap of $180.72 billion, a price-to-earnings ratio of 44.01, a P/E/G ratio of 1.55 and a beta of 1.25.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping 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 company had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the prior year, the business posted $0.55 EPS. The company’s quarterly revenue 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 analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date was Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is 29.94%.

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.