Expressive Wealth LLC Takes Position in Amphenol Corporation $APH

Expressive Wealth LLC acquired a new stake in Amphenol Corporation (NYSE:APH) in the 4th quarter, Holdings Channel reports. The fund acquired 5,426 shares of the electronics maker’s stock, valued at approximately $733,000. Amphenol comprises approximately 0.8% of Expressive Wealth LLC’s portfolio, making the stock its 27th largest holding.

Several other institutional investors and hedge funds have also made changes to their positions in APH. 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. Generali Asset Management SPA SGR lifted its stake in Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after purchasing an additional 14,612 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. Regents Gate Capital LLP lifted its stake in Amphenol by 54.8% during the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after purchasing an additional 34,289 shares during the last quarter. Finally, Convergence Investment Partners LLC lifted its stake in Amphenol by 59.9% during the third quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock valued at $2,388,000 after purchasing an additional 7,230 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction on Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In the last quarter, insiders have sold 130,775 shares of company stock worth $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on APH shares. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Seaport Research Partners reissued a “buy” rating and set a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Evercore increased their target price on shares of Amphenol from $165.00 to $180.00 and gave the company an “outperform” rating in a research note on Thursday, April 30th. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Finally, BNP Paribas Exane upped their price target on shares of Amphenol from $185.00 to $195.00 in a research report on Friday, May 1st. Thirteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $176.53.

Amphenol Stock Up 5.5%

Shares of NYSE:APH opened at $139.37 on Wednesday. Amphenol Corporation has a 52 week low of $86.75 and a 52 week high of $167.04. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The company has a market cap of $171.46 billion, a PE ratio of 40.05, a price-to-earnings-growth ratio of 1.16 and a beta of 1.29. The firm has a 50 day simple moving average of $134.61 and a 200 day simple moving average of $138.58.

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

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio is presently 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.