Amphenol (NYSE:APH) EVP Lance D’amico Sells 50,000 Shares of Stock

Amphenol Corporation (NYSE:APH) EVP Lance D’amico sold 50,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $161.99, for a total transaction of $8,099,500.00. Following the sale, the executive vice president owned 57,065 shares in the company, valued at $9,243,959.35. The trade was a 46.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Amphenol Stock Up 0.7%

Shares of NYSE APH opened at $172.49 on Thursday. The stock has a market capitalization of $212.68 billion, a price-to-earnings ratio of 43.23, a price-to-earnings-growth ratio of 1.36 and a beta of 1.24. Amphenol Corporation has a 52 week low of $104.71 and a 52 week high of $178.52. The firm has a 50-day moving average price of $157.53 and a 200 day moving average price of $145.55. The company has a quick ratio of 1.41, a current ratio of 1.89 and a debt-to-equity ratio of 1.10.

Amphenol (NYSE:APH) last issued 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. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The company had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. During the same period last year, the company posted $0.81 earnings per share. The firm’s quarterly revenue was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Equities research analysts anticipate that Amphenol Corporation will post 5.25 EPS for the current fiscal year.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol and Astera Labs were highlighted as “picks-and-shovels” beneficiaries of AI capital expenditures. The thesis is that rising rack-scale computing density should drive demand for Amphenol’s high-performance connectivity products. Astera Labs and Amphenol: Quiet AI Capex Tax Collectors to Know Before Others Catch On
• Positive Sentiment: Recent quarterly results were well above expectations: earnings per share came in at $1.35 versus a $1.19 consensus estimate, while revenue of $8.76 billion exceeded the $8.26 billion forecast and increased 55% year over year. Management’s third-quarter EPS guidance of $1.40 to $1.42 also supports continued earnings growth.
• Positive Sentiment: Analysts are pointing to favorable earnings-estimate revisions as a potential catalyst for further gains, while momentum-focused coverage characterizes APH as an attractive buy candidate. Why Amphenol Might Be Well Poised for a Surge
• Neutral Sentiment: Investors are reviewing key questions from Amphenol’s second-quarter earnings call, likely focusing on AI-related demand, capacity, margins and the sustainability of its growth outlook. Five Must-Read Analyst Questions From Amphenol’s Q2 Earnings Call
• Negative Sentiment: Three executives sold a combined 363,200 shares worth approximately $61.3 million. The transactions significantly reduced their holdings, which may create a modest sentiment overhang, although insider sales do not necessarily indicate deteriorating business prospects. Amphenol SEC Insider Transaction Filing

Institutional Investors Weigh In On Amphenol

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Clal Insurance Enterprises Holdings Ltd lifted its stake in shares of Amphenol by 85.0% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 91 shares in the last quarter. Vermillion & White Wealth Management Group LLC increased its position in Amphenol by 163.8% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 113 shares in the last quarter. Riggs Asset Managment Co. Inc. raised its holdings in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares during the period. Tucker Asset Management LLC purchased a new position in Amphenol in the fourth quarter valued at approximately $26,000. Finally, HHM Wealth Advisors LLC acquired a new position in Amphenol during the first quarter valued at approximately $27,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

APH has been the topic of several research reports. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. JPMorgan Chase & Co. lifted their target price on shares of Amphenol from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Barclays reissued an “overweight” rating and set a $200.00 price objective (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. Jefferies Financial Group upped their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Evercore reissued an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $191.67.

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.