Gibbs Wealth Management Grows Holdings in Amphenol Corporation $APH

Gibbs Wealth Management boosted its position in Amphenol Corporation (NYSE:APH) by 165.9% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 6,223 shares of the electronics maker’s stock after purchasing an additional 3,883 shares during the period. Gibbs Wealth Management’s holdings in Amphenol were worth $786,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after buying an additional 113 shares during the last quarter. Tucker Asset Management LLC purchased a new stake in shares of Amphenol during the fourth quarter valued at approximately $26,000. Clal Insurance Enterprises Holdings Ltd increased its position in shares of Amphenol by 85.0% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 91 shares during the last quarter. Lloyd Advisory Services LLC. bought a new stake in Amphenol during the fourth quarter worth $29,000. Finally, HHM Wealth Advisors LLC purchased a new position in Amphenol in the first quarter worth $27,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were 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 $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last quarter, insiders sold 130,775 shares of company stock valued at $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Shares of NYSE APH opened at $152.59 on Friday. 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 $152.74 and a two-hundred day simple moving average of $144.66. Amphenol Corporation has a 1-year low of $102.76 and a 1-year high of $178.52. The firm has a market cap of $187.72 billion, a price-to-earnings ratio of 43.85, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the company posted $0.63 earnings per share. The business’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. Analysts anticipate that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were issued a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analyst Weigh In

APH has been the subject of a number of recent analyst reports. Bank of America upped their price objective on Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. Jefferies Financial Group lifted 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. Truist Financial boosted their price target on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. The Goldman Sachs Group increased their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Finally, BNP Paribas Exane lifted their price objective on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, Amphenol has a consensus rating of “Buy” and an average price target of $186.00.

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.