Amphenol Corporation $APH Position Lifted by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC raised its stake in Amphenol Corporation (NYSE:APH) by 23.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 22,717 shares of the electronics maker’s stock after purchasing an additional 4,359 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in Amphenol were worth $3,065,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of APH. Geode Capital Management LLC raised its stake in Amphenol by 8.4% during the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock valued at $2,804,338,000 after buying an additional 2,217,079 shares in the last quarter. Norges Bank acquired a new stake in shares of Amphenol during the 2nd quarter valued at approximately $2,104,244,000. Franklin Resources Inc. raised its position in shares of Amphenol by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock valued at $1,239,017,000 after acquiring an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its stake in Amphenol by 1.9% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock worth $699,998,000 after purchasing an additional 133,966 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its holdings in Amphenol by 2.6% in the third quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock worth $746,728,000 after purchasing an additional 150,407 shares during the period. Institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 1.67% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE APH opened at $132.86 on Thursday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The company has a market cap of $163.31 billion, a PE ratio of 39.78, a P/E/G ratio of 1.37 and a beta of 1.20. The stock has a 50 day simple moving average of $144.60 and a 200-day simple moving average of $133.46.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping 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 company had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the firm posted $0.55 EPS. The firm’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 research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current 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 paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is presently 29.94%.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of recent research reports. Citigroup raised their price target on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. UBS Group reissued a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Truist Financial set a $182.00 price target on Amphenol in a research report on Tuesday, January 13th. Finally, JPMorgan Chase & Co. boosted 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 investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

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.