SIR Capital Management L.P. Has $4.15 Million Stock Holdings in Amphenol Corporation $APH

SIR Capital Management L.P. increased its position in shares of Amphenol Corporation (NYSE:APH) by 63.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 30,700 shares of the electronics maker’s stock after acquiring an additional 11,900 shares during the period. SIR Capital Management L.P.’s holdings in Amphenol were worth $4,149,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in APH. Riggs Asset Managment Co. Inc. boosted its position in shares of Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares in the last quarter. Tucker Asset Management LLC acquired a new stake in shares of Amphenol during the 4th quarter worth approximately $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol during the 4th quarter worth approximately $27,000. Lloyd Advisory Services LLC. acquired a new stake in shares of Amphenol during the 4th quarter worth approximately $29,000. Finally, Tacita Capital Inc boosted its position in shares of Amphenol by 145.6% during the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock worth $30,000 after acquiring an additional 131 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

APH has been the topic of a number of research analyst reports. Barclays restated an “overweight” rating and issued a $198.00 target price on shares of Amphenol in a research report on Monday. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. The Goldman Sachs Group raised their target price on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Rothschild & Co Redburn boosted their price objective on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Seaport Research Partners restated a “buy” rating and set a $215.00 price objective 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 issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction on Friday, May 1st. The shares were 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 over the last ninety days. 1.42% of the stock is currently owned by company insiders.

Amphenol Trading Up 1.0%

Shares of APH stock opened at $153.97 on Friday. The firm has a market capitalization of $189.42 billion, a P/E ratio of 44.24, a P/E/G ratio of 1.33 and a beta of 1.27. Amphenol Corporation has a twelve month low of $92.08 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 fifty day simple moving average is $139.70 and its 200 day simple moving average is $139.57.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates 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%.Amphenol’s quarterly revenue was up 58.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts predict 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. Stockholders of record on Tuesday, June 23rd will be paid 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 dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

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.