Amphenol Corporation $APH Position Lowered by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT decreased its stake in shares of Amphenol Corporation (NYSE:APH) by 1.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,018,352 shares of the electronics maker’s stock after selling 12,345 shares during the quarter. Amphenol comprises about 1.9% of Bradley Foster & Sargent Inc. CT’s portfolio, making the stock its 9th largest holding. Bradley Foster & Sargent Inc. CT owned approximately 0.08% of Amphenol worth $126,021,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Norges Bank bought a new stake in shares of Amphenol in the second quarter worth about $2,104,244,000. Holocene Advisors LP boosted its stake in Amphenol by 201.2% during the second quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after buying an additional 2,583,628 shares during the last quarter. Jennison Associates LLC purchased a new position in Amphenol during the 3rd quarter valued at approximately $287,947,000. Geode Capital Management LLC increased its stake in Amphenol by 8.4% in the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after acquiring an additional 2,217,079 shares during the last quarter. Finally, 1832 Asset Management L.P. raised its holdings in shares of Amphenol by 8,384.3% during the 2nd quarter. 1832 Asset Management L.P. now owns 1,802,819 shares of the electronics maker’s stock worth $178,028,000 after acquiring an additional 1,781,570 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Trading Up 2.6%

Shares of NYSE APH opened at $151.64 on Wednesday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The business has a fifty day moving average price of $143.76 and a 200 day moving average price of $132.34. The stock has a market capitalization of $186.39 billion, a P/E ratio of 45.40, a price-to-earnings-growth ratio of 1.56 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 (NYSE:APH) last announced its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the previous year, the company posted $0.55 earnings per share. The firm’s revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

Insider Buying and Selling at Amphenol

In related news, insider William J. Doherty sold 80,000 shares of the firm’s 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were 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 approximately $283,863,955.89. The trade was a 21.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.67% of the stock is owned by corporate insiders.

Analyst Ratings Changes

APH has been the topic of a number of recent research reports. Barclays reaffirmed an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Evercore restated an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. UBS Group reaffirmed a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. The Goldman Sachs Group reiterated a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research report on Thursday, January 15th. Finally, JPMorgan Chase & Co. upped their price objective on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday, January 27th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average 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.