Amphenol Corporation $APH Shares Sold by HFR Wealth Management LLC

HFR Wealth Management LLC reduced its stake in Amphenol Corporation (NYSE:APH) by 1.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 227,768 shares of the electronics maker’s stock after selling 3,680 shares during the quarter. Amphenol accounts for 6.5% of HFR Wealth Management LLC’s investment portfolio, making the stock its largest position. HFR Wealth Management LLC’s holdings in Amphenol were worth $28,186,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its position 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 during the period. Revolve Wealth Partners LLC lifted its stake in Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC boosted its holdings in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares during the period. Brookstone Capital Management grew its position in Amphenol by 2.7% in the 2nd quarter. Brookstone Capital Management now owns 6,326 shares of the electronics maker’s stock valued at $625,000 after acquiring an additional 164 shares in the last quarter. Finally, Exencial Wealth Advisors LLC purchased a new stake in Amphenol during the second quarter worth about $236,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of APH opened at $150.97 on Friday. The firm has a market capitalization of $185.58 billion, a price-to-earnings ratio of 45.20, a PEG ratio of 1.60 and a beta of 1.20. The firm’s fifty day simple moving average is $142.96 and its 200-day simple moving average is $131.45. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. 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 (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the firm posted $0.55 earnings per share. The company’s revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date 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 is presently 29.94%.

Insider Activity

In related news, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The SEC filing for this sale provides additional information. 1.67% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. Evercore reissued an “outperform” rating and issued a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research report on Friday, January 9th. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. UBS Group reiterated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Finally, Truist Financial set a $182.00 target price on Amphenol in a research note on Tuesday, January 13th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

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.