Amphenol Corporation $APH Shares Sold by Analog Century Management LP

Analog Century Management LP decreased its position in shares of Amphenol Corporation (NYSE:APH) by 14.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 809,896 shares of the electronics maker’s stock after selling 132,965 shares during the period. Amphenol accounts for approximately 5.4% of Analog Century Management LP’s portfolio, making the stock its 7th biggest holding. Analog Century Management LP owned about 0.07% of Amphenol worth $100,225,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Grant Private Wealth Management Inc purchased a new position in shares of Amphenol in the 3rd quarter valued at approximately $515,000. DSG Capital Advisors LLC raised its stake in shares of Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after purchasing an additional 7,458 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its holdings in shares of Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after purchasing an additional 26,175 shares during the period. Estate Counselors LLC purchased a new position in Amphenol in the 3rd quarter valued at $3,831,000. Finally, Regents Gate Capital LLP increased its stake in Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Trading Up 1.9%

Shares of APH opened at $133.99 on Friday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The firm has a market capitalization of $164.70 billion, a P/E ratio of 40.12, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. 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 stock’s fifty day simple moving average is $144.23 and its 200 day simple moving average is $134.50.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion during 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 firm’s revenue was up 49.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.55 earnings per share. 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 earnings per share for the current year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be issued a $0.25 dividend. 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 (DPR) is presently 29.94%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the business’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 completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.67% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently commented on APH shares. Evercore restated an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a research note on Tuesday, January 20th. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research note on Friday, January 9th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. JPMorgan Chase & Co. lifted their price objective on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday, January 27th. Finally, Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and an average 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.