Axxcess Wealth Management LLC Increases Stake in Amphenol Corporation $APH

Axxcess Wealth Management LLC raised its position in Amphenol Corporation (NYSE:APH) by 464.6% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 315,470 shares of the electronics maker’s stock after purchasing an additional 259,591 shares during the period. Axxcess Wealth Management LLC’s holdings in Amphenol were worth $42,632,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in APH. Global Retirement Partners LLC raised its holdings in shares of Amphenol by 110.5% during the 4th quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after acquiring an additional 9,812 shares during the period. CWS Financial Advisors LLC purchased a new position in shares of Amphenol during the 4th quarter worth $215,000. Fi3 FINANCIAL ADVISORS LLC raised its holdings in shares of Amphenol by 8.9% during the 4th quarter. Fi3 FINANCIAL ADVISORS LLC now owns 3,083 shares of the electronics maker’s stock worth $417,000 after acquiring an additional 253 shares during the period. Burling Wealth Partners LLC raised its holdings in shares of Amphenol by 87.5% during the 4th quarter. Burling Wealth Partners LLC now owns 4,618 shares of the electronics maker’s stock worth $624,000 after acquiring an additional 2,155 shares during the period. Finally, MJP Associates Inc. ADV raised its holdings in shares of Amphenol by 8.1% during the 4th quarter. MJP Associates Inc. ADV now owns 8,894 shares of the electronics maker’s stock worth $1,202,000 after acquiring an additional 664 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last three months. Insiders own 1.42% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently commented on APH. Evercore lifted their price target on Amphenol from $165.00 to $180.00 and gave the stock an “outperform” rating in a report on Thursday, April 30th. Truist Financial lifted their price target on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Jefferies Financial Group lifted their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. JPMorgan Chase & Co. raised their price objective on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Finally, Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Thirteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $176.53.

Amphenol Stock Performance

NYSE APH opened at $124.94 on Friday. Amphenol Corporation has a 1-year low of $83.44 and a 1-year high of $167.04. The company has a market cap of $153.70 billion, a P/E ratio of 35.90, a P/E/G ratio of 1.08 and a beta of 1.29. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The stock has a 50-day moving average of $134.53 and a two-hundred day moving average of $138.67.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same period in the previous year, the company posted $0.63 earnings per share. The business’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. Amphenol’s payout ratio is currently 28.74%.

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.