Sandhill Capital Partners LLC Sells 6,460 Shares of Amphenol Corporation $APH

Sandhill Capital Partners LLC reduced its stake in Amphenol Corporation (NYSE:APH) by 1.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 632,231 shares of the electronics maker’s stock after selling 6,460 shares during the quarter. Amphenol makes up approximately 5.5% of Sandhill Capital Partners LLC’s investment portfolio, making the stock its 3rd largest position. Sandhill Capital Partners LLC owned about 0.05% of Amphenol worth $78,239,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of APH. Financial Management Professionals Inc. increased its position in Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares during the last quarter. Riggs Asset Managment Co. Inc. boosted its holdings in Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Amphenol in the 2nd quarter valued at approximately $26,000. Alpine Bank Wealth Management acquired a new stake in shares of Amphenol during the 3rd quarter worth approximately $30,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of Amphenol during the 2nd quarter worth approximately $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Down 3.2%

Amphenol stock opened at $131.86 on Monday. The company has a market capitalization of $162.08 billion, a PE ratio of 39.48, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The firm has a 50 day moving average price of $144.44 and a 200 day moving average price of $133.97.

Amphenol (NYSE:APH) last released its quarterly 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. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the prior year, the firm earned $0.55 earnings per share. The firm’s revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.8%. Amphenol’s dividend payout ratio is presently 29.94%.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on APH shares. US Capital Advisors set a $165.00 price objective on Amphenol in a report on Friday, January 9th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. JPMorgan Chase & Co. upped their price target on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. UBS Group reiterated a “buy” rating and set a $174.00 price target (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Finally, Citigroup raised their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction dated Thursday, February 12th. The stock was 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 of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 1.67% of the stock is owned by company insiders.

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.