Maripau Wealth Management LLC Purchases New Holdings in Amphenol Corporation $APH

Maripau Wealth Management LLC acquired a new stake in Amphenol Corporation (NYSE:APH) during the first quarter, according to its most recent filing with the SEC. The firm acquired 3,581 shares of the electronics maker’s stock, valued at approximately $452,000.

A number of other large investors also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings 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 purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC increased its position in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC increased its position in Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after purchasing an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC lifted its holdings in shares of Amphenol by 15.5% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after buying an additional 638 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on APH shares. Seaport Research Partners reaffirmed a “buy” rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Friday, July 17th. 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 report on Thursday, April 30th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Barclays reaffirmed an “overweight” rating and issued a $200.00 price objective (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $191.67.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
• Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
• Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
• Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
• Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Amphenol Price Performance

APH stock opened at $160.72 on Friday. The company has a market cap of $197.73 billion, a PE ratio of 40.28, a price-to-earnings-growth ratio of 1.34 and a beta of 1.24. The company has a current ratio of 1.89, a quick ratio of 1.26 and a debt-to-equity ratio of 1.10. The stock has a 50-day moving average price of $155.61 and a two-hundred day moving average price of $145.14. Amphenol Corporation has a 12-month low of $102.76 and a 12-month high of $178.52.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, beating the consensus estimate of $1.19 by $0.16. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The firm had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same quarter last year, the firm posted $0.81 earnings per share. Amphenol’s revenue for the quarter was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, research analysts predict that Amphenol Corporation will post 4.95 EPS for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is presently 25.06%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 52,203 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $142.04, for a total transaction of $7,414,914.12. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $273,783,094.28. This represents a 2.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 1.42% of the stock is owned by company insiders.

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.