Alesco Advisors LLC An ESL Co Purchases New Position in Amphenol Corporation $APH

Alesco Advisors LLC An ESL Co purchased a new stake in Amphenol Corporation (NYSE:APH) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 4,323 shares of the electronics maker’s stock, valued at approximately $546,000.

Several other hedge funds have also recently bought and sold shares of APH. Clal Insurance Enterprises Holdings Ltd boosted its stake in shares of Amphenol by 85.0% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 91 shares in the last quarter. Vermillion & White Wealth Management Group LLC increased its position in shares of Amphenol by 163.8% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 113 shares in the last quarter. Riggs Asset Managment Co. Inc. lifted its holdings in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Tucker Asset Management LLC bought a new position in Amphenol during the 4th quarter valued at about $26,000. Finally, HHM Wealth Advisors LLC acquired a new position in Amphenol in the first quarter valued at about $27,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. This trade represents a 0.90% 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 the SEC website. Insiders sold 130,775 shares of company stock valued at $18,709,350 in the last three months. 1.42% of the stock is owned by company insiders.

Amphenol Price Performance

Shares of APH stock opened at $157.78 on Thursday. Amphenol Corporation has a 1 year low of $95.19 and a 1 year high of $178.52. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The firm’s 50 day moving average is $151.63 and its 200-day moving average is $144.48. The firm has a market capitalization of $194.11 billion, a price-to-earnings ratio of 45.34, a PEG ratio of 1.35 and a beta of 1.24.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts forecast that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were issued a $0.25 dividend. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Jefferies Financial Group raised their price objective on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Bank of America boosted their target price on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Friday, July 17th. UBS Group reaffirmed a “buy” rating and set a $185.00 price target (up from $178.00) on shares of Amphenol in a report on Thursday, July 9th. Finally, Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Amphenol presently has an average rating of “Buy” and a consensus target price of $186.00.

Amphenol 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.