Amphenol Corporation $APH is Dudley & Shanley Inc.’s 2nd Largest Position

Dudley & Shanley Inc. reduced its holdings in Amphenol Corporation (NYSE:APH) by 10.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 282,911 shares of the electronics maker’s stock after selling 33,685 shares during the period. Amphenol comprises 6.1% of Dudley & Shanley Inc.’s holdings, making the stock its 2nd biggest position. Dudley & Shanley Inc.’s holdings in Amphenol were worth $38,233,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in APH. Financial Management Professionals Inc. boosted its holdings in 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 purchasing an additional 90 shares during the last quarter. Riggs Asset Managment Co. Inc. raised its stake in shares of Amphenol by 200.0% during 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 during the last quarter. Howard Hughes Medical Institute acquired a new position in shares of Amphenol in the 2nd quarter valued at about $26,000. Board of the Pension Protection Fund acquired a new position in shares of Amphenol in the 4th quarter valued at about $27,000. Finally, Alpine Bank Wealth Management purchased a new stake in shares of Amphenol in the third quarter worth about $30,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. UBS Group restated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Finally, Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Eleven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and an average price target of $152.36.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 1.67% of the stock is currently owned by insiders.

Amphenol Stock Performance

Shares of APH stock opened at $130.55 on Tuesday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The business’s 50 day moving average is $143.16 and its two-hundred day moving average is $135.73. The company has a market capitalization of $160.47 billion, a P/E ratio of 39.09, a P/E/G ratio of 1.34 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, 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 business had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the previous year, the business earned $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. Analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders 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 dividend on an annualized basis and a yield of 0.8%. Amphenol’s dividend payout ratio is currently 29.94%.

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.