Beaumont Financial Advisors LLC Reduces Position in Amphenol Corporation $APH

Beaumont Financial Advisors LLC decreased its holdings in Amphenol Corporation (NYSE:APH) by 43.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,113 shares of the electronics maker’s stock after selling 3,907 shares during the period. Beaumont Financial Advisors LLC’s holdings in Amphenol were worth $691,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of APH. Grant Private Wealth Management Inc purchased a new stake in shares of Amphenol during the third quarter worth $515,000. DSG Capital Advisors LLC grew its position in shares of Amphenol by 230.9% in the third 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. raised its stake in shares of 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 during the period. Regents Gate Capital LLP raised its stake in shares of Amphenol by 54.8% during 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 during the period. Finally, Estate Counselors LLC purchased a new stake in Amphenol during the 3rd quarter worth about $3,831,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have commented on APH. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Jefferies Financial Group began coverage on shares of Amphenol in a report on Tuesday. They issued a “buy” rating and a $145.00 price target on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 price objective on shares of Amphenol in a research report on Thursday, January 15th. 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 note on Tuesday, January 27th. Finally, UBS Group reaffirmed a “buy” rating and set a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and an average target price of $151.87.

Amphenol Stock Performance

NYSE:APH opened at $128.05 on Friday. The business’s 50-day moving average price is $138.42 and its two-hundred day moving average price is $136.05. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The stock has a market cap of $157.40 billion, a P/E ratio of 38.34, a PEG ratio of 1.35 and a beta of 1.25. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last issued 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. The company had revenue of $6.44 billion during the quarter, compared to analyst estimates 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 previous year, the firm earned $0.55 earnings per share. 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 Announces Dividend

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

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s 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 sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 1.67% of the stock is owned by insiders.

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.