Amphenol Corporation $APH Shares Sold by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC decreased its stake in shares of Amphenol Corporation (NYSE:APH) by 3.9% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 109,251 shares of the electronics maker’s stock after selling 4,427 shares during the quarter. Aristotle Atlantic Partners LLC’s holdings in Amphenol were worth $13,804,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in APH. Clal Insurance Enterprises Holdings Ltd raised its position in Amphenol by 85.0% in the first 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 during the period. Vermillion & White Wealth Management Group LLC grew its holdings 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 during the period. Riggs Asset Managment Co. Inc. increased its position in shares of Amphenol by 200.0% during the 2nd 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 during the last quarter. Tucker Asset Management LLC acquired a new stake in shares of Amphenol during the 4th quarter worth about $26,000. Finally, HHM Wealth Advisors LLC purchased a new stake in Amphenol in the 1st quarter valued at about $27,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Zacks Research upgraded shares of Amphenol from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. Citigroup reiterated a “buy” rating and issued a $195.00 target price (up from $180.00) on shares of Amphenol in a report on Monday, July 13th. Jefferies Financial Group boosted their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Evercore restated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol has a consensus rating of “Buy” and a consensus price target of $186.00.

Amphenol Trading Down 3.1%

APH opened at $152.59 on Friday. The business has a fifty day moving average price of $152.74 and a 200 day moving average price of $144.66. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. Amphenol Corporation has a 12 month low of $102.76 and a 12 month high of $178.52. The stock has a market capitalization of $187.72 billion, a price-to-earnings ratio of 43.85, a PEG ratio of 1.31 and a beta of 1.24.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. The firm had revenue of $7.62 billion for 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%. The firm’s revenue was up 58.4% compared to the same quarter last year. During the same quarter last year, the company earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts expect that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 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 Tuesday, June 23rd. Amphenol’s dividend payout ratio is currently 28.74%.

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last 90 days. Company insiders own 1.42% of the company’s stock.

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.