Motco Sells 4,843 Shares of Amphenol Corporation $APH

Motco cut its stake in Amphenol Corporation (NYSE:APH) by 2.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 175,802 shares of the electronics maker’s stock after selling 4,843 shares during the period. Amphenol makes up about 2.1% of Motco’s holdings, making the stock its 7th largest holding. Motco’s holdings in Amphenol were worth $23,758,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in APH. Capital Advisors Inc. OK boosted its stake in Amphenol by 3.4% during the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after buying an additional 68 shares during the last quarter. Canvas Wealth Advisors LLC increased its stake in shares of Amphenol by 3.5% in the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 70 shares during the last quarter. LOM Asset Management Ltd raised its holdings in shares of Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after acquiring an additional 70 shares during the period. Seeds Investor LLC raised its holdings in shares of Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after acquiring an additional 72 shares during the period. Finally, Procyon Advisors LLC boosted its position in shares of Amphenol by 2.6% during the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after acquiring an additional 74 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

APH has been the subject of a number of analyst reports. Jefferies Financial Group upped their price objective on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Citigroup reiterated a “buy” rating and issued a $180.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Piper Sandler set a $165.00 price target on shares of Amphenol in a research note on Tuesday, March 17th. Barclays restated an “overweight” rating and set a $180.00 price target (up from $175.00) on shares of Amphenol in a report on Monday, May 4th. Finally, Evercore lifted their price target on shares of Amphenol from $165.00 to $180.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $176.53.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction 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 $277,368,257.30. This trade represents a 3.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Over the last quarter, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by corporate insiders.

Amphenol Stock Up 3.2%

Amphenol stock opened at $122.96 on Thursday. The company has a market capitalization of $151.27 billion, a PE ratio of 35.33, a price-to-earnings-growth ratio of 1.04 and a beta of 1.29. 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 fifty-two week low of $83.44 and a fifty-two week high of $167.04. The firm has a 50 day moving average price of $134.76 and a 200 day moving average price of $138.78.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) 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 company 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 company earned $0.63 earnings per share. The firm’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently disclosed 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. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is currently 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.