Capital Group Private Client Services Inc. Makes New Investment in Amphenol Corporation $APH

Capital Group Private Client Services Inc. acquired a new stake in shares of Amphenol Corporation (NYSE:APH) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 17,708 shares of the electronics maker’s stock, valued at approximately $2,191,000.

A number of other large investors have also modified their holdings of the company. Financial Management Professionals Inc. boosted its stake in Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after buying an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. raised its stake in shares of Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares in the last quarter. Howard Hughes Medical Institute bought a new position in shares of Amphenol during the 2nd quarter worth about $26,000. Alpine Bank Wealth Management acquired a new stake in shares of Amphenol during the 3rd quarter valued at about $30,000. Finally, Evolution Wealth Management Inc. bought a new stake in Amphenol in the second quarter valued at about $31,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

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 transaction of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This represents a 21.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.67% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have commented on APH shares. Barclays restated 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. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. The Goldman Sachs Group restated a “buy” rating and set a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, Citigroup increased their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Trading Up 0.5%

APH stock opened at $136.80 on Wednesday. The business has a fifty day moving average price of $144.44 and a 200 day moving average price of $134.35. 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 fifty-two week low of $56.45 and a fifty-two week high of $167.04. The stock has a market capitalization of $168.16 billion, a price-to-earnings ratio of 40.96, a P/E/G 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 EPS for the quarter, topping analysts’ consensus estimates 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 return on equity of 35.57% and a net margin of 18.49%.The business’s revenue was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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

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.