CenterBook Partners LP Purchases 47,054 Shares of Amphenol Corporation $APH

CenterBook Partners LP boosted its position in Amphenol Corporation (NYSE:APH) by 39.6% during the 4th quarter, Holdings Channel reports. The fund owned 165,968 shares of the electronics maker’s stock after buying an additional 47,054 shares during the period. Amphenol makes up 1.1% of CenterBook Partners LP’s portfolio, making the stock its 15th largest holding. CenterBook Partners LP’s holdings in Amphenol were worth $22,429,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Capital Advisors Inc. OK boosted its holdings in Amphenol by 3.4% in the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC boosted its holdings in Amphenol by 3.5% in the fourth 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 in the last quarter. LOM Asset Management Ltd boosted its holdings in Amphenol by 16.3% in the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after acquiring an additional 70 shares in the last quarter. Seeds Investor LLC boosted its holdings in Amphenol by 4.0% in the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after acquiring an additional 72 shares in the last quarter. Finally, Procyon Advisors LLC boosted its holdings in Amphenol by 2.6% in the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock worth $388,000 after acquiring an additional 74 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 0.0%

APH stock opened at $138.84 on Monday. Amphenol Corporation has a twelve month low of $91.06 and a twelve month high of $167.04. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock’s 50 day moving average is $137.03 and its 200-day moving average is $138.99. The firm has a market capitalization of $170.80 billion, a PE ratio of 39.90, a P/E/G ratio of 1.22 and a beta of 1.27.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The company 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 for the quarter was up 58.4% on a year-over-year basis. During the same quarter last year, the company earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm 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. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on APH shares. Seaport Research Partners reiterated a “buy” rating and issued a $215.00 price target on shares of Amphenol in a report on Thursday, April 30th. BNP Paribas Exane raised their target price on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Truist Financial raised their target price on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Piper Sandler set a $165.00 target price on Amphenol in a report on Tuesday, March 17th. Finally, The Goldman Sachs Group raised their target price on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $176.87.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the 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 completion of 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 trade represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last three months. Company insiders own 1.42% of the company’s stock.

Amphenol 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.