Amphenol Corporation $APH is Tandem Investment Advisors Inc.’s 4th Largest Position

Tandem Investment Advisors Inc. decreased its holdings in Amphenol Corporation (NYSE:APH) by 24.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 947,488 shares of the electronics maker’s stock after selling 302,620 shares during the quarter. Amphenol accounts for approximately 4.8% of Tandem Investment Advisors Inc.’s investment portfolio, making the stock its 4th largest holding. Tandem Investment Advisors Inc.’s holdings in Amphenol were worth $128,044,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC increased its position in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC raised its position in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC lifted its stake in shares of Amphenol by 55.4% during 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 boosted its position in shares of Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after buying an additional 638 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Amphenol

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

Amphenol Trading Up 0.2%

APH opened at $132.31 on Tuesday. Amphenol Corporation has a 12-month low of $83.44 and a 12-month high of $167.04. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The stock has a market capitalization of $162.77 billion, a PE ratio of 38.02, a P/E/G ratio of 1.16 and a beta of 1.29. The firm’s fifty day moving average price is $134.50 and its 200 day moving average price is $138.58.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the prior year, the firm posted $0.63 earnings per share. Amphenol’s revenue for the quarter 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, research analysts expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. 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 Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analysts Forecast Growth

APH has been the topic of several analyst reports. BNP Paribas Exane raised their target price on Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Evercore increased their price objective on shares of Amphenol from $165.00 to $180.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. Barclays reissued an “overweight” rating and set a $180.00 target price (up from $175.00) on shares of Amphenol in a research report on Monday, May 4th. Rothschild & Co Redburn upped their target price on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Seaport Research Partners reaffirmed a “buy” rating and set a $215.00 price target on shares of Amphenol in a research note on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus price target of $176.53.

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.