Clough Capital Partners L P Acquires 13,689 Shares of Amphenol Corporation $APH

Clough Capital Partners L P raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 11.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 137,389 shares of the electronics maker’s stock after purchasing an additional 13,689 shares during the quarter. Amphenol accounts for approximately 1.6% of Clough Capital Partners L P’s investment portfolio, making the stock its 22nd largest holding. Clough Capital Partners L P’s holdings in Amphenol were worth $18,567,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Asset One Wealth Management LLC bought a new stake in shares of Amphenol during the fourth quarter worth $672,000. Banco Bilbao Vizcaya Argentaria S.A. raised its holdings in shares of Amphenol by 30.5% in the fourth quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 168,970 shares of the electronics maker’s stock valued at $22,860,000 after acquiring an additional 39,497 shares in the last quarter. Guggenheim Capital LLC raised its holdings in shares of Amphenol by 9.6% in the fourth quarter. Guggenheim Capital LLC now owns 33,861 shares of the electronics maker’s stock valued at $4,576,000 after acquiring an additional 2,959 shares in the last quarter. Caisse de depot et placement du Quebec raised its holdings in shares of Amphenol by 27.8% in the fourth quarter. Caisse de depot et placement du Quebec now owns 1,118,428 shares of the electronics maker’s stock valued at $151,144,000 after acquiring an additional 243,078 shares in the last quarter. Finally, Integrated Advisors Network LLC raised its holdings in shares of Amphenol by 6.3% in the fourth quarter. Integrated Advisors Network LLC now owns 13,330 shares of the electronics maker’s stock valued at $1,801,000 after acquiring an additional 786 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the company. Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. The Goldman Sachs Group lifted their price objective on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Truist Financial lifted their price objective on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, Barclays restated an “overweight” rating and issued a $198.00 price objective on shares of Amphenol in a report on Monday, June 8th. Fourteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and a consensus price target of $178.07.

Insider Buying and Selling at Amphenol

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

Amphenol Price Performance

Shares of APH stock opened at $160.75 on Thursday. Amphenol Corporation has a fifty-two week low of $92.54 and a fifty-two week high of $167.04. The firm has a market capitalization of $197.76 billion, a price-to-earnings ratio of 46.19, a PEG ratio of 1.39 and a beta of 1.27. 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 stock’s 50-day simple moving average is $141.62 and its 200-day simple moving average is $140.03.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share 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 for the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the previous year, the firm earned $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. As a group, equities analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s payout ratio is presently 28.74%.

Amphenol 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.