Amphenol Corporation $APH Shares Acquired by HighTower Advisors LLC

HighTower Advisors LLC boosted its holdings in Amphenol Corporation (NYSE:APH) by 6.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 273,532 shares of the electronics maker’s stock after buying an additional 17,387 shares during the period. HighTower Advisors LLC’s holdings in Amphenol were worth $36,965,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Envestnet Portfolio Solutions Inc. grew its holdings in Amphenol by 1.3% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 149,369 shares of the electronics maker’s stock valued at $20,186,000 after buying an additional 1,910 shares during the period. Stronghold Wealth Management L.L.C. purchased a new stake in Amphenol in the 4th quarter valued at about $366,000. Ironwood Investment Counsel LLC grew its holdings in Amphenol by 9.4% in the 4th quarter. Ironwood Investment Counsel LLC now owns 5,116 shares of the electronics maker’s stock valued at $691,000 after buying an additional 440 shares during the period. Tucker Asset Management LLC purchased a new stake in Amphenol in the 4th quarter valued at about $26,000. Finally, Gamco Investors INC. ET AL purchased a new stake in Amphenol in the 4th quarter valued at about $4,915,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on APH. Barclays restated an “overweight” rating and issued a $180.00 price target (up from $175.00) on shares of Amphenol in a report on Monday, May 4th. BNP Paribas Exane lifted their price target on Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Rothschild & Co Redburn lifted their price target on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Piper Sandler set a $165.00 price objective on Amphenol in a research note on Tuesday, March 17th. Finally, Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Thirteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $176.53.

Amphenol Stock Performance

NYSE APH opened at $124.94 on Friday. The firm has a market capitalization of $153.70 billion, a P/E ratio of 35.90, a P/E/G ratio of 1.08 and a beta of 1.29. Amphenol Corporation has a 1-year low of $83.44 and a 1-year high of $167.04. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The business’s 50-day simple moving average is $134.53 and its 200-day simple moving average is $138.67.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company’s revenue was up 58.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.8%. Amphenol’s payout ratio is 28.74%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Over the last quarter, insiders sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

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.