First Heartland Consultants Inc. Purchases New Position in Amphenol Corporation $APH

First Heartland Consultants Inc. purchased a new position in Amphenol Corporation (NYSE:APH) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 3,919 shares of the electronics maker’s stock, valued at approximately $530,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Procyon Advisors LLC lifted its stake in shares of Amphenol by 2.6% in the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after purchasing an additional 74 shares during the last quarter. Binnacle Investments Inc increased its position in shares of Amphenol by 10.0% during the 3rd quarter. Binnacle Investments Inc now owns 891 shares of the electronics maker’s stock valued at $110,000 after purchasing an additional 81 shares during the last quarter. SYM FINANCIAL Corp raised its holdings in Amphenol by 0.9% during the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock valued at $1,147,000 after buying an additional 82 shares during the period. Bruce G. Allen Investments LLC raised its holdings in Amphenol by 9.4% during the 3rd quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock valued at $121,000 after buying an additional 84 shares during the period. Finally, Tower Wealth Partners Inc. lifted its position in Amphenol by 2.1% in the third quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock worth $526,000 after buying an additional 86 shares during the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Amphenol

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

Amphenol Stock Down 2.1%

Shares of NYSE APH opened at $127.88 on Wednesday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The firm has a market capitalization of $157.19 billion, a price-to-earnings ratio of 38.29, a PEG ratio of 1.38 and a beta of 1.20. The stock has a 50 day moving average price of $142.74 and a 200 day moving average price of $135.85. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the business posted $0.55 EPS. Amphenol’s quarterly revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Sell-side analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of analyst reports. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday, January 27th. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Truist Financial set a $182.00 price target on shares of Amphenol in a research note on Tuesday, January 13th. Citigroup upped 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. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Eleven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $152.36.

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.