Lyell Wealth Management LP Sells 5,331 Shares of Amphenol Corporation $APH

Lyell Wealth Management LP lessened its position in shares of Amphenol Corporation (NYSE:APH) by 2.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 189,944 shares of the electronics maker’s stock after selling 5,331 shares during the quarter. Amphenol comprises 1.9% of Lyell Wealth Management LP’s holdings, making the stock its 12th biggest position. Lyell Wealth Management LP’s holdings in Amphenol were worth $25,669,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of APH. Capital Advisors Inc. OK raised its position in Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after buying an additional 68 shares during the last quarter. Canvas Wealth Advisors LLC raised its position in Amphenol by 3.5% during the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after buying an additional 70 shares during the last quarter. LOM Asset Management Ltd raised its position in Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after buying an additional 70 shares during the last quarter. Seeds Investor LLC raised its position in Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after buying an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC raised its position in Amphenol by 2.6% during the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock worth $388,000 after buying an additional 74 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on APH. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Rothschild & Co Redburn upped their price target on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and set a $198.00 price target on shares of Amphenol in a research note on Monday. Jefferies Financial Group upped their price target on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Over the last 90 days, insiders have sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by corporate insiders.

Amphenol Price Performance

Shares of NYSE APH opened at $152.33 on Friday. The stock has a market cap of $187.40 billion, a price-to-earnings ratio of 43.77, a PEG ratio of 1.31 and a beta of 1.27. Amphenol Corporation has a 52 week low of $92.08 and a 52 week high of $167.04. The company’s 50-day moving average price is $139.17 and its 200 day moving average price is $139.47. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

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

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio is presently 28.74%.

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.