Keebeck Wealth Management Decreases Stake in Amphenol Corporation $APH

Keebeck Wealth Management lessened its holdings in shares of Amphenol Corporation (NYSE:APH) by 15.5% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 43,119 shares of the electronics maker’s stock after selling 7,895 shares during the quarter. Keebeck Wealth Management’s holdings in Amphenol were worth $5,459,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of APH. Caxton Associates LLP lifted its position in Amphenol by 191.2% during the first quarter. Caxton Associates LLP now owns 43,435 shares of the electronics maker’s stock valued at $5,488,000 after buying an additional 28,520 shares in the last quarter. Inceptionr LLC acquired a new stake in shares of Amphenol in the first quarter worth $396,000. Greenline Wealth Management LLC raised its stake in shares of Amphenol by 17.9% in the 1st quarter. Greenline Wealth Management LLC now owns 2,281 shares of the electronics maker’s stock valued at $288,000 after acquiring an additional 346 shares during the period. Gibbs Wealth Management lifted its holdings in shares of Amphenol by 165.9% during the 1st quarter. Gibbs Wealth Management now owns 6,223 shares of the electronics maker’s stock valued at $786,000 after acquiring an additional 3,883 shares in the last quarter. Finally, Alamar Capital Management LLC purchased a new stake in Amphenol during the 1st quarter worth $4,157,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. BNP Paribas Exane boosted their price objective on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. JPMorgan Chase & Co. raised their target price on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Zacks Research raised Amphenol from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Seaport Research Partners reaffirmed a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Finally, Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $186.00.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction that occurred on 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 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. In the last ninety days, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by insiders.

Amphenol Price Performance

APH opened at $157.34 on Friday. The company has a market capitalization of $193.56 billion, a P/E ratio of 45.21, a PEG ratio of 1.35 and a beta of 1.24. The company has a 50-day moving average of $152.19 and a 200-day moving average of $144.60. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a 1-year low of $102.18 and a 1-year high of $178.52.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period last year, the firm earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts expect that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a $0.25 dividend. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) 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.