Amphenol Corporation $APH Shares Sold by Logan Capital Management Inc.

Logan Capital Management Inc. trimmed its holdings in Amphenol Corporation (NYSE:APH) by 10.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 502,364 shares of the electronics maker’s stock after selling 57,031 shares during the period. Amphenol comprises approximately 2.9% of Logan Capital Management Inc.’s holdings, making the stock its 5th largest holding. Logan Capital Management Inc.’s holdings in Amphenol were worth $67,889,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in Amphenol by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after acquiring an additional 1,322,682 shares in the last quarter. State Street Corp raised its stake in shares of Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after purchasing an additional 676,797 shares in the last quarter. JPMorgan Chase & Co. grew its stake in Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Geode Capital Management LLC grew its stake in Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after purchasing an additional 748,813 shares in the last quarter. Finally, Capital International Investors increased its holdings in Amphenol by 31.5% in the fourth quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock valued at $3,200,276,000 after buying an additional 5,674,225 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Over the last ninety days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on APH. The Goldman Sachs Group increased their target price on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. UBS Group restated a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Rothschild & Co Redburn increased their target price on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, Robert W. Baird set a $177.00 price target on shares of Amphenol in a research report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $178.07.

Amphenol Trading Up 2.1%

Shares of NYSE APH opened at $152.33 on Friday. Amphenol Corporation has a 12-month low of $92.08 and a 12-month high of $167.04. The company has a market cap of $187.40 billion, a price-to-earnings ratio of 43.77, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The stock’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 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s revenue was up 58.4% on a year-over-year basis. During the same period in the prior year, the business earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts expect that Amphenol Corporation will post 4.76 EPS 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 given a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Amphenol Company 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.