Amphenol Corporation $APH Position Boosted by HighTower Advisors LLC

HighTower Advisors LLC boosted its position in Amphenol Corporation (NYSE:APH) by 12.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 256,145 shares of the electronics maker’s stock after buying an additional 27,718 shares during the period. HighTower Advisors LLC’s holdings in Amphenol were worth $31,701,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of APH. Grant Private Wealth Management Inc bought a new position in shares of Amphenol during the 3rd quarter valued at about $515,000. DSG Capital Advisors LLC lifted its stake in Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after purchasing an additional 7,458 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its stake in Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after purchasing an additional 26,175 shares during the last quarter. Estate Counselors LLC bought a new stake in Amphenol during the third quarter worth approximately $3,831,000. Finally, Advyzon Investment Management LLC grew its position in Amphenol by 101.6% in the second quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock worth $598,000 after buying an additional 3,051 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. UBS Group reiterated a “buy” rating and set a $174.00 price objective (up previously from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. US Capital Advisors set a $165.00 price target on Amphenol in a research note on Friday, January 9th. Evercore restated an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a report on Tuesday, January 20th. Finally, Barclays reiterated an “overweight” rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Trading Down 0.6%

Shares of NYSE APH opened at $147.72 on Thursday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. The business has a 50-day moving average price of $142.28 and a two-hundred day moving average price of $131.01. The firm has a market capitalization of $181.58 billion, a PE ratio of 44.23, a PEG ratio of 1.57 and a beta of 1.20.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm’s quarterly revenue was up 49.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 29.94%.

Insider Buying and Selling at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The disclosure for this sale is available in the SEC filing. Insiders own 1.67% of the company’s stock.

About Amphenol

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.