Glenmede Investment Management LP Has $187.83 Million Holdings in Amphenol Corporation $APH

Glenmede Investment Management LP trimmed its stake in Amphenol Corporation (NYSE:APH) by 5.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,517,796 shares of the electronics maker’s stock after selling 94,992 shares during the period. Amphenol comprises about 0.9% of Glenmede Investment Management LP’s investment portfolio, making the stock its 20th biggest position. Glenmede Investment Management LP owned about 0.12% of Amphenol worth $187,827,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Financial Management Professionals Inc. lifted its stake in shares of Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after buying an additional 90 shares during the period. Riggs Asset Managment Co. Inc. increased its stake in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares during the period. Howard Hughes Medical Institute bought a new position in Amphenol during the second quarter valued at about $26,000. Alpine Bank Wealth Management acquired a new position in Amphenol in the 3rd quarter valued at approximately $30,000. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Amphenol in the 2nd quarter worth approximately $31,000. Institutional investors own 97.01% of the company’s stock.

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s 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 transaction, 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 at this hyperlink. 1.67% of the stock is owned by company insiders.

Amphenol Price Performance

Amphenol stock opened at $133.99 on Friday. The business has a 50 day simple moving average of $144.23 and a 200 day simple moving average of $134.50. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The company has a market capitalization of $164.70 billion, a PE ratio of 40.12, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating 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 firm had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the prior year, the business posted $0.55 earnings per share. The business’s 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. On average, sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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 issued a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is presently 29.94%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on APH shares. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research note on Friday, January 9th. Citigroup boosted their price target on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average 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.