Chesley Taft & Associates LLC Raises Stock Holdings in Amphenol Corporation $APH

Chesley Taft & Associates LLC raised its stake in Amphenol Corporation (NYSE:APH) by 8.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 206,278 shares of the electronics maker’s stock after buying an additional 15,343 shares during the quarter. Amphenol comprises about 1.1% of Chesley Taft & Associates LLC’s portfolio, making the stock its 24th biggest holding. Chesley Taft & Associates LLC’s holdings in Amphenol were worth $27,876,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also made changes to their positions in the stock. Riggs Asset Managment Co. Inc. lifted its holdings in shares of Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares during the last quarter. Financial Management Professionals Inc. increased its holdings in Amphenol by 82.6% in the 3rd 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. Howard Hughes Medical Institute purchased a new stake in Amphenol in the second quarter valued at approximately $26,000. Board of the Pension Protection Fund acquired a new position in Amphenol during the fourth quarter worth $27,000. Finally, Alpine Bank Wealth Management acquired a new position in Amphenol during the third quarter worth $30,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on APH shares. Barclays reaffirmed an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. US Capital Advisors set a $165.00 target price on Amphenol in a report on Friday, January 9th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Truist Financial set a $182.00 price target on shares of Amphenol in a research note on Tuesday, January 13th. Finally, UBS Group reissued a “buy” rating and set a $174.00 price target (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Eleven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’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 value of $75,885,432.87. Following the sale, the chief executive officer 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Up 0.6%

Shares of NYSE APH opened at $123.81 on Friday. The stock has a market cap of $152.19 billion, a P/E ratio of 37.07, a PEG ratio of 1.31 and a beta of 1.20. The business’s fifty day simple moving average is $141.14 and its 200-day simple moving average is $135.94. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. 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 (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.Amphenol’s revenue was up 49.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

About Amphenol

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.