Amphenol (NYSE:APH) Price Target Raised to $215.00

Amphenol (NYSE:APH) had its price target raised by BNP Paribas Exane from $200.00 to $215.00 in a report published on Thursday,Benzinga reports. The firm currently has an outperform rating on the electronics maker’s stock.

A number of other equities analysts also recently issued reports on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Friday, July 17th. Truist Financial boosted their price objective on Amphenol from $200.00 to $215.00 and gave the company a “buy” rating in a research report on Thursday. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Barclays reissued an “overweight” rating and issued a $200.00 price target (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. Finally, Citigroup boosted their price target on shares of Amphenol from $195.00 to $210.00 and gave the stock a “buy” rating in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Buy” and an average target price of $191.67.

Amphenol Stock Performance

Shares of NYSE APH opened at $160.72 on Thursday. Amphenol has a 12 month low of $102.76 and a 12 month high of $178.52. The company has a current ratio of 1.89, a quick ratio of 1.26 and a debt-to-equity ratio of 1.10. The stock has a market cap of $197.73 billion, a price-to-earnings ratio of 40.28, a PEG ratio of 1.35 and a beta of 1.24. The company has a 50 day simple moving average of $155.61 and a two-hundred day simple moving average of $145.14.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.16. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The business had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same quarter last year, the company earned $0.81 EPS. The business’s revenue was up 55.0% on a year-over-year basis. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, analysts predict that Amphenol will post 5.13 earnings per share for the current year.

Amphenol Announces Dividend

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

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 52,203 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $142.04, for a total value 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 SEC, which is available through this link. 1.42% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in APH. Brighton Jones LLC grew its holdings in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC lifted its stake in shares of Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares in the last quarter. NewEdge Advisors LLC boosted its position in 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 acquiring an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its position in Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after acquiring an additional 638 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about 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 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.