Crestwood Advisors Group LLC Trims Stock Position in Amphenol Corporation $APH

Crestwood Advisors Group LLC lessened its stake in Amphenol Corporation (NYSE:APH) by 2.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 433,716 shares of the electronics maker’s stock after selling 9,355 shares during the period. Crestwood Advisors Group LLC’s holdings in Amphenol were worth $53,672,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. SYM FINANCIAL Corp grew its stake in Amphenol by 0.9% during the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock worth $1,147,000 after buying an additional 82 shares during the last quarter. Bruce G. Allen Investments LLC grew its position in shares of Amphenol by 9.4% during the third quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock worth $121,000 after acquiring an additional 84 shares during the last quarter. Tower Wealth Partners Inc. increased its holdings in shares of Amphenol by 2.1% in the 3rd quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock valued at $526,000 after acquiring an additional 86 shares during the period. Financial Management Professionals Inc. raised its position in Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 90 shares during the last quarter. Finally, Allen Capital Group LLC boosted its stake in Amphenol by 3.2% during the 3rd quarter. Allen Capital Group LLC now owns 3,012 shares of the electronics maker’s stock worth $373,000 after purchasing an additional 92 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Up 2.1%

Shares of APH stock opened at $146.72 on Tuesday. The business’s fifty day moving average price is $141.90 and its 200 day moving average price is $130.59. The firm has a market capitalization of $180.35 billion, a PE ratio of 43.93, a P/E/G ratio of 1.55 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s revenue was up 49.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 29.94%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction 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 SEC filing for this sale provides additional information. 1.67% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on APH shares. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. US Capital Advisors set a $165.00 target price on Amphenol in a research note on Friday, January 9th. The Goldman Sachs Group restated a “buy” rating and set a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. Finally, Barclays reiterated an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

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.