Amphenol Corporation $APH is Avity Investment Management Inc.’s 2nd Largest Position

Avity Investment Management Inc. reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 14.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 552,257 shares of the electronics maker’s stock after selling 96,522 shares during the quarter. Amphenol accounts for approximately 4.8% of Avity Investment Management Inc.’s holdings, making the stock its 2nd largest holding. Avity Investment Management Inc.’s holdings in Amphenol were worth $68,342,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of APH. Grant Private Wealth Management Inc acquired a new position in shares of Amphenol in the third quarter worth about $515,000. DSG Capital Advisors LLC grew its stake in Amphenol by 230.9% during the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after purchasing an additional 7,458 shares in the last quarter. Oppenheimer Asset Management Inc. grew its stake in Amphenol by 10.7% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after purchasing an additional 26,175 shares in the last quarter. Estate Counselors LLC purchased a new stake in Amphenol during the 3rd quarter worth approximately $3,831,000. Finally, Regents Gate Capital LLP raised its position in shares of 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 purchasing an additional 34,289 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Stock Performance

Shares of APH opened at $135.10 on Wednesday. The stock has a market capitalization of $166.07 billion, a PE ratio of 40.45, a price-to-earnings-growth ratio of 1.45 and a beta of 1.20. The business’s fifty day moving average price is $144.05 and its 200 day moving average price is $135.20. 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 12-month low of $56.45 and a 12-month high of $167.04.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm’s revenue for the quarter was up 49.1% compared to the same quarter last year. 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. Equities research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders 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 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Wall Street Analyst Weigh In

APH has been the subject of a number of recent analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Piper Sandler set a $165.00 price objective on shares of Amphenol in a research note on Tuesday. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. UBS Group reissued a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Finally, Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research report on Tuesday. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Insider Buying and Selling

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’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 transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.67% of the stock is currently owned by insiders.

Amphenol 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.