Amphenol Corporation $APH is Regents Gate Capital LLP’s 7th Largest Position

Regents Gate Capital LLP grew its position in shares of Amphenol Corporation (NYSE:APH) by 7.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 104,377 shares of the electronics maker’s stock after acquiring an additional 7,469 shares during the quarter. Amphenol comprises 4.5% of Regents Gate Capital LLP’s portfolio, making the stock its 7th biggest position. Regents Gate Capital LLP’s holdings in Amphenol were worth $14,106,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Capital Advisors Inc. OK increased its holdings in Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC boosted its stake 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 purchasing an additional 70 shares in the last quarter. LOM Asset Management Ltd grew its holdings in shares of Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after purchasing an additional 70 shares during the last quarter. Seeds Investor LLC grew its holdings in shares of Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after purchasing an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC increased its stake in shares of Amphenol by 2.6% in the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after buying an additional 74 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on APH shares. UBS Group reiterated a “buy” rating and set a $178.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and issued a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Seaport Research Partners reiterated a “buy” rating and set a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Trading Up 2.1%

Shares of NYSE APH opened at $152.33 on Friday. The firm has a market capitalization of $187.40 billion, a P/E ratio of 43.77, a P/E/G ratio of 1.31 and a beta of 1.27. Amphenol Corporation has a fifty-two week low of $92.08 and a fifty-two week 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 company’s 50 day simple moving average is $139.17 and its 200 day simple moving average is $139.47.

Amphenol (NYSE:APH) last issued its quarterly earnings data 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. The business had revenue of $7.62 billion during 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%.Amphenol’s quarterly revenue was up 58.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is 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.