First American Bank Acquires New Stake in Amphenol Corporation $APH

First American Bank acquired a new stake in shares of Amphenol Corporation (NYSE:APH) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 10,283 shares of the electronics maker’s stock, valued at approximately $1,390,000.

A number of other institutional investors have also recently modified their holdings of APH. Capital Advisors Inc. OK boosted its holdings in shares of Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 68 shares during the last quarter. Canvas Wealth Advisors LLC raised its holdings in shares of Amphenol by 3.5% during the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 70 shares during the last quarter. Procyon Advisors LLC lifted its position in Amphenol by 2.6% during the fourth 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 period. American National Bank & Trust boosted its holdings in Amphenol by 10.2% in the fourth quarter. American National Bank & Trust now owns 811 shares of the electronics maker’s stock worth $110,000 after purchasing an additional 75 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC boosted its holdings in Amphenol by 17.8% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 529 shares of the electronics maker’s stock worth $71,000 after purchasing an additional 80 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Trading Up 0.0%

Shares of APH stock opened at $128.05 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The company has a market cap of $157.40 billion, a price-to-earnings ratio of 38.34, a PEG ratio of 1.35 and a beta of 1.25. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The firm has a fifty day moving average price of $138.42 and a 200-day moving average price of $136.05.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.Amphenol’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period last year, the firm 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 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be given 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 of this dividend is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

Analysts Set New Price Targets

APH has been the subject of a number of research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. US Capital Advisors set a $165.00 price objective on Amphenol in a research report on Friday, January 9th. Barclays reissued an “overweight” rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Finally, Citigroup raised their target price on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Twelve investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus target price of $151.87.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’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 in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 1.67% of the company’s stock.

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.