GHP Investment Advisors Inc. Has $9.35 Million Stake in Amphenol Corporation $APH

GHP Investment Advisors Inc. trimmed its stake in Amphenol Corporation (NYSE:APH) by 4.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 73,973 shares of the electronics maker’s stock after selling 3,698 shares during the quarter. GHP Investment Advisors Inc.’s holdings in Amphenol were worth $9,347,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Capital Advisors Inc. OK lifted its position in Amphenol by 3.4% in the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after buying an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC grew its holdings in shares of Amphenol by 3.5% during the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 70 shares in the last quarter. LOM Asset Management Ltd grew its holdings in shares of Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after acquiring an additional 70 shares in the last quarter. Seeds Investor LLC increased its stake in shares of Amphenol by 4.0% in the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after acquiring an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC increased its stake 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 during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Price Performance

Shares of Amphenol stock opened at $165.04 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The firm has a fifty day simple moving average of $144.55 and a 200-day simple moving average of $141.04. The stock has a market capitalization of $203.04 billion, a price-to-earnings ratio of 47.43, a PEG ratio of 1.42 and a beta of 1.27. Amphenol Corporation has a 1-year low of $95.19 and a 1-year high of $168.75.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% compared to the same quarter last year. During the same period last year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts expect that Amphenol Corporation will post 4.78 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on APH. Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Piper Sandler set a $165.00 target price on Amphenol in a research report on Tuesday, March 17th. JPMorgan Chase & Co. raised their price target on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, Seaport Research Partners reissued a “buy” rating and issued a $215.00 price target on shares of Amphenol in a research note on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $178.07.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders sold 130,775 shares of company stock valued at $18,709,350 over the last 90 days. Company insiders own 1.42% of the company’s stock.

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.