Calamos Advisors LLC Sells 6,664 Shares of Amphenol Corporation $APH

Calamos Advisors LLC cut its stake in Amphenol Corporation (NYSE:APH) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 300,354 shares of the electronics maker’s stock after selling 6,664 shares during the period. Calamos Advisors LLC’s holdings in Amphenol were worth $40,590,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Riggs Asset Managment Co. Inc. raised its stake 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 worth $25,000 after acquiring an additional 168 shares during the last quarter. Financial Management Professionals Inc. grew its position in shares of Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after buying an additional 90 shares during the period. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol during the 4th quarter worth approximately $27,000. Alpine Bank Wealth Management acquired a new stake in shares of Amphenol during the 3rd quarter worth approximately $30,000. Finally, Towne Trust Company N.A acquired a new stake in shares of Amphenol during the 4th quarter worth approximately $34,000. 97.01% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on APH. Jefferies Financial Group began coverage on shares of Amphenol in a research report on Tuesday, March 31st. They set a “buy” rating and a $145.00 price target for the company. JPMorgan Chase & Co. lifted their price target on shares of Amphenol from $185.00 to $190.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 price target on shares of Amphenol in a research report on Thursday, January 15th. UBS Group set a $170.00 price target on shares of Amphenol and gave the stock a “buy” rating in a research report on Tuesday, April 14th. Finally, Barclays reiterated an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Twelve equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $156.71.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’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 owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 1.67% of the company’s stock.

Amphenol Stock Down 0.3%

Shares of NYSE APH opened at $149.74 on Friday. The stock has a market cap of $184.09 billion, a P/E ratio of 44.83, a P/E/G ratio of 1.56 and a beta of 1.25. The firm has a 50 day moving average price of $138.22 and a 200 day moving average price of $138.28. 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 Corporation has a 52-week low of $74.14 and a 52-week high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts expect that Amphenol Corporation will post 4.34 EPS for the current year.

Amphenol Announces Dividend

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

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.