Blair William & Co. IL Sells 219,934 Shares of Amphenol Corporation $APH

Blair William & Co. IL decreased its position in Amphenol Corporation (NYSE:APH) by 7.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,751,514 shares of the electronics maker’s stock after selling 219,934 shares during the period. Amphenol makes up 0.9% of Blair William & Co. IL’s holdings, making the stock its 20th biggest holding. Blair William & Co. IL owned about 0.22% of Amphenol worth $340,500,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of APH. Legacy Capital Group California Inc. bought a new stake in Amphenol in the third quarter worth approximately $509,000. Neo Ivy Capital Management bought a new position in shares of Amphenol during the 3rd quarter worth approximately $2,205,000. Ramirez Asset Management Inc. bought a new position in shares of Amphenol during the 3rd quarter worth approximately $87,000. Guardian Capital LP grew its position in shares of Amphenol by 29.3% during the 3rd quarter. Guardian Capital LP now owns 17,353 shares of the electronics maker’s stock worth $2,147,000 after buying an additional 3,934 shares during the period. Finally, Marietta Investment Partners LLC increased its stake in shares of Amphenol by 6.6% in the 3rd quarter. Marietta Investment Partners LLC now owns 56,709 shares of the electronics maker’s stock valued at $7,018,000 after acquiring an additional 3,527 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Trading Down 3.2%

NYSE APH opened at $131.86 on Friday. 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 business has a fifty day simple moving average of $144.44 and a 200 day simple moving average of $133.62. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. The firm has a market capitalization of $162.08 billion, a P/E ratio of 39.48, a PEG ratio of 1.44 and a beta of 1.20.

Amphenol (NYSE:APH) last posted its quarterly earnings data 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 net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the previous year, the firm earned $0.55 EPS. The business’s revenue for the quarter was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio is presently 29.94%.

Analyst Upgrades and Downgrades

APH has been the subject of a number of research reports. Evercore restated an “outperform” rating and issued a $165.00 price target on shares of Amphenol in a report on Tuesday, January 20th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. JPMorgan Chase & Co. raised their target price on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Truist Financial set a $182.00 price target on Amphenol in a research note on Tuesday, January 13th. Finally, UBS Group reiterated 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. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $151.38.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the 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 completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 1.67% 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.