Bessemer Group Inc. Purchases 5,038 Shares of Amphenol Corporation $APH

Bessemer Group Inc. lifted its position in shares of Amphenol Corporation (NYSE:APH) by 11.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 50,422 shares of the electronics maker’s stock after buying an additional 5,038 shares during the quarter. Bessemer Group Inc.’s holdings in Amphenol were worth $6,371,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC grew its stake in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares during the period. Bison Wealth LLC grew its stake in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC increased its holdings in Amphenol by 55.4% in the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after purchasing an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC lifted its stake in Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after buying an additional 638 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. Robert W. Baird set a $177.00 price target on Amphenol in a report on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and set a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. TD Cowen restated a “hold” rating and issued a $175.00 price target (up from $135.00) on shares of Amphenol in a report on Monday, July 13th. Barclays reaffirmed an “overweight” rating and issued a $200.00 price target (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus price target of $186.00.

Amphenol Trading Down 0.1%

NYSE APH opened at $151.03 on Monday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 52 week low of $95.19 and a 52 week high of $178.52. The business has a 50 day moving average price of $149.80 and a 200-day moving average price of $144.06. The company has a market cap of $185.81 billion, a price-to-earnings ratio of 43.40, a P/E/G ratio of 1.29 and a beta of 1.24.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period last year, the business earned $0.63 EPS. Amphenol’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts expect that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is owned by company 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.