Amphenol Corporation $APH Shares Sold by Keel Point LLC

Keel Point LLC decreased its stake in Amphenol Corporation (NYSE:APH) by 15.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 33,729 shares of the electronics maker’s stock after selling 6,123 shares during the period. Keel Point LLC’s holdings in Amphenol were worth $4,262,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Maripau Wealth Management LLC acquired a new stake in Amphenol in the first quarter worth $452,000. Allen Capital Group LLC lifted its stake in Amphenol by 1,118.7% in the first quarter. Allen Capital Group LLC now owns 39,681 shares of the electronics maker’s stock valued at $5,014,000 after buying an additional 36,425 shares during the last quarter. Axiom Investment Management LLC acquired a new position in shares of Amphenol during the first quarter valued at $225,000. Segall Bryant & Hamill LLC acquired a new position in shares of Amphenol during the first quarter valued at $5,637,000. Finally, BankChampaign National Association bought a new position in shares of Amphenol during the first quarter worth about $420,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 52,203 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $142.04, for a total transaction of $7,414,914.12. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $273,783,094.28. This trade represents a 2.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 1.42% of the stock is owned by company insiders.

Analysts Set New Price Targets

APH has been the topic of several recent research reports. Citigroup lifted their price objective on shares of Amphenol from $195.00 to $210.00 and gave the company a “buy” rating in a research report on Thursday. Truist Financial upped their target price on shares of Amphenol from $200.00 to $215.00 and gave the stock a “buy” rating in a research report on Thursday. BNP Paribas Exane raised their price target on shares of Amphenol from $200.00 to $215.00 and gave the company an “outperform” rating in a research note on Thursday. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Finally, TD Cowen reiterated a “hold” rating and set a $175.00 price objective (up from $135.00) on shares of Amphenol in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Amphenol presently has an average rating of “Buy” and a consensus target price of $191.67.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
• Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
• Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
• Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
• Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Amphenol Price Performance

Shares of NYSE APH opened at $160.72 on Friday. The stock has a market cap of $197.73 billion, a P/E ratio of 40.28, a P/E/G ratio of 1.35 and a beta of 1.24. The firm’s 50-day simple moving average is $155.61 and its 200 day simple moving average is $145.14. Amphenol Corporation has a fifty-two week low of $102.76 and a fifty-two week high of $178.52. The company has a quick ratio of 1.26, a current ratio of 1.89 and a debt-to-equity ratio of 1.10.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. The firm had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. Amphenol’s revenue was up 55.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.81 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Equities analysts expect that Amphenol Corporation will post 5.13 EPS for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were issued a $0.25 dividend. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 25.06%.

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.