Amphenol Corporation $APH Shares Sold by Talos Eurisko Asset Management LP

Talos Eurisko Asset Management LP lessened its stake in Amphenol Corporation (NYSE:APH) by 55.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 81,901 shares of the electronics maker’s stock after selling 100,099 shares during the period. Amphenol makes up about 2.0% of Talos Eurisko Asset Management LP’s investment portfolio, making the stock its 21st biggest position. Talos Eurisko Asset Management LP’s holdings in Amphenol were worth $11,068,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC increased its stake in 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 acquiring an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Amphenol by 87.9% during the fourth 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 during the last quarter. Bison Wealth LLC increased its stake in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after acquiring an additional 618 shares during the last quarter. NewEdge Advisors LLC increased its stake in Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after acquiring an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC increased its stake in Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after acquiring an additional 638 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

APH has been the subject of several recent analyst reports. The Goldman Sachs Group raised their target price on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Barclays reissued an “overweight” rating and set a $198.00 target price on shares of Amphenol in a research note on Monday, June 8th. Jefferies Financial Group raised their target price on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Robert W. Baird set a $177.00 target price on Amphenol in a research note on Thursday, April 30th. Finally, Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $178.07.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders sold 130,775 shares of company stock valued at $18,709,350 in the last ninety days. Company insiders own 1.42% of the company’s stock.

Amphenol Trading Up 3.3%

Shares of NYSE APH opened at $158.94 on Tuesday. Amphenol Corporation has a twelve month low of $92.22 and a twelve month high of $167.04. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The stock has a fifty day simple moving average of $140.32 and a 200-day simple moving average of $139.73. The stock has a market capitalization of $195.54 billion, a PE ratio of 45.67, a PEG ratio of 1.35 and a beta of 1.27.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating 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 analysts’ expectations of $7.08 billion. During the same period in the previous year, the firm posted $0.63 earnings per share. The company’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued 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 0.6%. Amphenol’s dividend payout ratio (DPR) is 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.