Amphenol Corporation $APH Shares Sold by Foster Dykema Cabot & Partners LLC

Foster Dykema Cabot & Partners LLC lowered its holdings in Amphenol Corporation (NYSE:APH) by 0.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 601,421 shares of the electronics maker’s stock after selling 4,794 shares during the quarter. Amphenol accounts for about 4.9% of Foster Dykema Cabot & Partners LLC’s investment portfolio, making the stock its 4th largest position. Foster Dykema Cabot & Partners LLC’s holdings in Amphenol were worth $74,515,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC increased its position in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares during the period. Bison Wealth LLC boosted its holdings in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares during the period. Prosperity Consulting Group LLC acquired a new stake in Amphenol in the 2nd quarter worth $232,000. Finally, GPS Wealth Strategies Group LLC increased its holdings in shares of Amphenol by 101.1% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 726 shares of the electronics maker’s stock worth $72,000 after purchasing an additional 365 shares during the period. 97.01% of the stock is owned by institutional investors.

Amphenol Stock Down 3.2%

Shares of NYSE APH opened at $131.86 on Friday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The business has a fifty day moving average of $144.44 and a two-hundred day moving average of $133.62. The stock has a market cap of $162.08 billion, a PE ratio of 39.48, a PEG ratio of 1.44 and a beta of 1.20.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the prior year, the firm earned $0.55 EPS. The firm’s quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts have recently commented on APH shares. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 price objective on shares of Amphenol in a research report on Thursday, January 15th. JPMorgan Chase & Co. boosted their price target on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, UBS Group reissued a “buy” rating and set a $174.00 price objective (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Eleven investment 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 stock presently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the business’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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their position. The sale 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 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.