First National Bank of Omaha Invests $4.91 Million in Amphenol Corporation $APH

First National Bank of Omaha purchased a new position in Amphenol Corporation (NYSE:APH) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 39,668 shares of the electronics maker’s stock, valued at approximately $4,909,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Financial Management Professionals Inc. grew its stake in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after buying an additional 90 shares during the last quarter. Riggs Asset Managment Co. Inc. boosted its holdings in Amphenol by 200.0% in the second 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 in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Amphenol in the second quarter worth $26,000. Alpine Bank Wealth Management bought a new position in shares of Amphenol during the third quarter valued at $30,000. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Amphenol in the 2nd quarter worth about $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

APH has been the subject of a number of analyst reports. JPMorgan Chase & Co. raised 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. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. US Capital Advisors set a $165.00 price target on Amphenol in a research note on Friday, January 9th. Finally, Truist Financial set a $182.00 price objective on Amphenol in a research report on Tuesday, January 13th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Stock Performance

NYSE APH opened at $148.44 on Wednesday. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The business’s 50 day moving average price is $142.10 and its 200-day moving average price is $130.90. The company has a market cap of $182.46 billion, a P/E ratio of 44.44, a P/E/G ratio of 1.55 and a beta of 1.20.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the firm earned $0.55 earnings per share. The company’s quarterly revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Sell-side analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is currently 29.94%.

Insider Activity

In other Amphenol news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.67% of the company’s stock.

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.