40,350 Shares in Amphenol Corporation $APH Acquired by McKinley Carter Wealth Services Inc.

McKinley Carter Wealth Services Inc. acquired a new stake in shares of Amphenol Corporation (NYSE:APH) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 40,350 shares of the electronics maker’s stock, valued at approximately $4,993,000.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC raised its position in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares during the period. Capital Investment Advisors LLC bought a new position in shares of Amphenol during the 2nd quarter valued at about $209,000. Finally, Truist Financial Corp grew its position in shares of Amphenol by 6.5% in the 2nd quarter. Truist Financial Corp now owns 262,281 shares of the electronics maker’s stock valued at $25,900,000 after purchasing an additional 16,031 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the transaction, the chief financial officer owned 39,884 shares in the company, valued at approximately $5,723,354. The trade was a 50.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 498,076 shares of company stock worth $70,996,906 in the last 90 days. Corporate insiders own 1.67% of the company’s stock.

Amphenol Trading Down 3.7%

Shares of NYSE:APH opened at $143.99 on Friday. The company’s 50-day moving average price is $141.43 and its two-hundred day moving average price is $127.31. Amphenol Corporation has a one year low of $56.45 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 1.52. The stock has a market capitalization of $176.26 billion, a PE ratio of 43.11, a price-to-earnings-growth ratio of 0.91 and a beta of 1.21.

Amphenol (NYSE:APH) last released its earnings results 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. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the business earned $0.55 earnings per share. Amphenol’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 forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on APH shares. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. UBS Group reaffirmed a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Truist Financial set a $182.00 price target on Amphenol in a research note on Tuesday, January 13th. Finally, Citigroup upped their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

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.