12,530 Shares in Amphenol Corporation $APH Acquired by Tounjian Advisory Partners LLC

Tounjian Advisory Partners LLC purchased a new stake in Amphenol Corporation (NYSE:APH) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 12,530 shares of the electronics maker’s stock, valued at approximately $1,693,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of APH. Procyon Advisors LLC increased its position in shares of Amphenol by 2.6% in 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 in the last quarter. Binnacle Investments Inc raised its stake in shares of Amphenol by 10.0% in the 3rd quarter. Binnacle Investments Inc now owns 891 shares of the electronics maker’s stock valued at $110,000 after acquiring an additional 81 shares during the period. SYM FINANCIAL Corp lifted its holdings in shares of Amphenol by 0.9% during the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock valued at $1,147,000 after acquiring an additional 82 shares in the last quarter. Bruce G. Allen Investments LLC boosted its position in Amphenol by 9.4% during the 3rd quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock worth $121,000 after purchasing an additional 84 shares during the period. Finally, Tower Wealth Partners Inc. boosted its position in Amphenol by 2.1% during the 3rd quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock worth $526,000 after purchasing an additional 86 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s 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 sale, 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.67% of the stock is currently owned by corporate insiders.

Amphenol Trading Down 2.9%

APH opened at $126.82 on Friday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. 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 stock has a market capitalization of $155.89 billion, a PE ratio of 37.97, a P/E/G ratio of 1.34 and a beta of 1.20. The firm’s fifty day moving average price is $143.45 and its 200 day moving average price is $135.43.

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

Amphenol Dividend Announcement

The company 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 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is 29.94%.

Analyst Upgrades and Downgrades

APH has been the topic of several research reports. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Citigroup raised their target price on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Barclays reissued an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Finally, Fox Advisors restated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Eleven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $152.36.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: AI/Data-center demand appears to be driving strong growth expectations for Amphenol, supporting longer-term revenue and backlog expansion that investors care about. Amphenol Corporation (APH) is Seeing Explosive Growth Fueled by AI Data Center Demand
• Positive Sentiment: Distribution/product expansion: Interstate Connecting Components added Amphenol Fiber Systems VITA‑87 high-density MT connectors — a tactical win in aerospace/military channels that supports incremental sales and market presence. Interstate Connecting Components Announces Addition of Amphenol Fiber Systems VITA 87
• Positive Sentiment: Acquisition strategy continues to be presented as a tailwind — M&A is cited as expanding Amphenol’s technology set and scale to capture AI and long-term secular opportunities. Will Amphenol’s Successful Acquisition Strategy Drive Long-Term Gains?
• Positive Sentiment: Investor letters cited strong quarterly results as a driver of upside in recent months, reinforcing confidence in earnings growth momentum. Strong Results Lifted Amphenol Corp. (APH) by 9%
• Neutral Sentiment: Analyst consensus remains above neutral with an average “Moderate Buy” rating — supportive but not overwhelmingly bullish. Amphenol Given Average Rating of “Moderate Buy” by Analysts
• Negative Sentiment: Option activity shows heavy put buying, indicating short-term bearish bets that can amplify downward moves in the stock. Stock Traders Buy High Volume of Amphenol Put Options
• Negative Sentiment: Zacks downgraded Amphenol from “strong-buy” to “hold,” which can weigh on sentiment and reduce near-term analyst-driven demand. Zacks Downgrade
• Negative Sentiment: Macro push: hot inflation data and geopolitical jitters hit cyclical names like Amphenol, prompting intraday selling. Why Amphenol (APH) Is Down 5.0% After Hot Inflation Data and Geopolitical Jitters Hit Cyclicals
• Negative Sentiment: Relative competitive note: a Zacks comparison highlights Lumentum (LITE) as better positioned in some AI/data-center connectivity segments, which could shift investor preference away from APH. Lumentum vs. Amphenol: Which AI Connectivity Stock is the Better Buy?

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.