SummitTX Capital L.P. Invests $5.18 Million in Amphenol Corporation $APH

SummitTX Capital L.P. acquired a new stake in Amphenol Corporation (NYSE:APH) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 41,014 shares of the electronics maker’s stock, valued at approximately $5,182,000.

A number of other institutional investors have also recently made changes to their positions in the business. Generali Asset Management SPA SGR raised its position in Amphenol by 20.2% in the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after purchasing an additional 14,612 shares in the last quarter. Praxis Investment Management Inc. grew its position in shares of Amphenol by 86.3% during the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after buying an additional 12,502 shares in the last quarter. Principal Financial Group Inc. grew its position in shares of Amphenol by 2.6% during the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after buying an additional 70,938 shares in the last quarter. Global Retirement Partners LLC increased its stake in shares of Amphenol by 110.5% during the fourth quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after buying an additional 9,812 shares during the period. Finally, Tema Etfs LLC raised its holdings in Amphenol by 65.8% in the fourth quarter. Tema Etfs LLC now owns 110,655 shares of the electronics maker’s stock valued at $14,954,000 after acquiring an additional 43,931 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of APH stock opened at $149.17 on Tuesday. The stock’s 50-day moving average is $153.29 and its two-hundred day moving average is $144.75. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a 1 year low of $102.76 and a 1 year high of $178.52. The firm has a market cap of $183.52 billion, a price-to-earnings ratio of 42.87, a PEG ratio of 1.31 and a beta of 1.24.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 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 analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period in the previous year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts predict that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on APH. The Goldman Sachs Group lifted their price target on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. JPMorgan Chase & Co. lifted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Bank of America increased their target price on Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a report on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $186.00.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. 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.