Evelyn Partners Investment Management LLP Raises Position in Amphenol Corporation $APH

Evelyn Partners Investment Management LLP raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 42.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 150,010 shares of the electronics maker’s stock after acquiring an additional 44,876 shares during the period. Evelyn Partners Investment Management LLP’s holdings in Amphenol were worth $18,954,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Vanguard Group Inc. boosted its holdings in Amphenol by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after acquiring an additional 1,322,682 shares during the period. J. Stern & Co. LLP lifted its position in Amphenol by 9,435.8% in the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after purchasing an additional 75,964,718 shares during the last quarter. State Street Corp boosted its stake in shares of Amphenol by 1.6% during the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after purchasing an additional 888,526 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares during the period. Finally, Geode Capital Management LLC grew its holdings in shares of Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after purchasing an additional 748,813 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of NYSE APH opened at $149.17 on Tuesday. Amphenol Corporation has a 1 year low of $102.76 and a 1 year high of $178.52. 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 company’s 50-day moving average is $153.29 and its 200 day moving average is $144.75. The stock has a market capitalization of $183.52 billion, a P/E ratio of 42.87, a P/E/G ratio of 1.31 and a beta of 1.24.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s revenue was up 58.4% on a year-over-year basis. During the same period in the previous year, the company posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts expect that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on APH. Zacks Research raised shares of Amphenol from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. Citigroup reiterated a “buy” rating and set a $195.00 target price (up from $180.00) on shares of Amphenol in a report on Monday, July 13th. Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Truist Financial increased their price objective on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, Bank of America lifted their price objective on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $186.00.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Over the last three months, insiders have sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s stock.

Amphenol Company 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.