BAM Wealth Management LLC Grows Position in Amphenol Corporation $APH

BAM Wealth Management LLC boosted its stake in shares of Amphenol Corporation (NYSE:APH) by 309.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,116 shares of the electronics maker’s stock after purchasing an additional 6,132 shares during the period. Amphenol makes up approximately 0.8% of BAM Wealth Management LLC’s portfolio, making the stock its 27th biggest holding. BAM Wealth Management LLC’s holdings in Amphenol were worth $1,097,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Capital Advisors Inc. OK increased 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 worth $279,000 after buying an additional 68 shares during the last quarter. Canvas Wealth Advisors LLC grew its position in 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 acquiring an additional 70 shares during the period. Procyon Advisors LLC increased its stake in Amphenol by 2.6% during the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock worth $388,000 after acquiring an additional 74 shares during the last quarter. American National Bank & Trust increased its stake in Amphenol by 10.2% during the fourth quarter. American National Bank & Trust now owns 811 shares of the electronics maker’s stock worth $110,000 after acquiring an additional 75 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC raised its holdings in shares of Amphenol by 17.8% in the 4th 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 period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.67% of the company’s stock.

Amphenol Price Performance

Shares of NYSE APH opened at $128.05 on Monday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The company has a market capitalization of $157.40 billion, a price-to-earnings ratio of 38.34, a PEG ratio of 1.35 and a beta of 1.25. The business has a 50-day moving average of $138.42 and a 200-day moving average of $136.29.

Amphenol (NYSE:APH) last released its quarterly earnings results 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 firm had revenue of $6.44 billion for 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 for the quarter was up 49.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced 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%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on APH shares. The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. UBS Group reaffirmed 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. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Finally, Truist Financial set a $182.00 price objective on shares of Amphenol in a research report on Tuesday, January 13th. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $151.87.

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.