Mariner LLC Increases Stake in Amphenol Corporation $APH

Mariner LLC raised its stake in shares of Amphenol Corporation (NYSE:APH) by 3.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 632,816 shares of the electronics maker’s stock after acquiring an additional 19,738 shares during the period. Mariner LLC’s holdings in Amphenol were worth $85,543,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the stock. Capital Advisors Inc. OK grew its holdings in Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after buying an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC grew its holdings in Amphenol by 3.5% during the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after buying an additional 70 shares in the last quarter. LOM Asset Management Ltd grew its holdings in shares of Amphenol by 16.3% in the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after purchasing an additional 70 shares in the last quarter. Seeds Investor LLC grew its holdings in shares of Amphenol by 4.0% in the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after purchasing an additional 72 shares in the last quarter. Finally, Procyon Advisors LLC grew its holdings in shares of Amphenol by 2.6% in the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after purchasing an additional 74 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol 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 completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last ninety days. 1.42% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on APH. UBS Group reissued a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Rothschild & Co Redburn raised their target price on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. The Goldman Sachs Group raised their target price on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Piper Sandler set a $165.00 target price on shares of Amphenol in a report on Tuesday, March 17th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Stock Up 3.3%

NYSE APH opened at $158.94 on Tuesday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The company has a fifty day moving average of $140.32 and a two-hundred day moving average of $139.73. The firm has a market capitalization of $195.54 billion, a price-to-earnings ratio of 45.67, a PEG ratio of 1.35 and a beta of 1.27. Amphenol Corporation has a 52 week low of $92.22 and a 52 week high of $167.04.

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

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s 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.