Amphenol Corporation $APH Shares Acquired by CI Investments Inc.

CI Investments Inc. raised its position in shares of Amphenol Corporation (NYSE:APH) by 5.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 198,711 shares of the electronics maker’s stock after purchasing an additional 9,470 shares during the period. CI Investments Inc.’s holdings in Amphenol were worth $25,107,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC grew its stake in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC lifted its holdings in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC grew its position in Amphenol by 55.4% in the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after buying an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC raised its position in shares of Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after buying an additional 638 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

APH has been the subject of several recent analyst reports. Robert W. Baird set a $177.00 price objective on shares of Amphenol in a report on Thursday, April 30th. The Goldman Sachs Group lifted their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. BNP Paribas Exane upped their price objective on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Finally, Seaport Research Partners reiterated a “buy” rating and issued a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $186.00.

Insiders Place Their Bets

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction 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 completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

APH opened at $157.78 on Thursday. The business has a fifty day simple moving average of $151.63 and a 200-day simple moving average of $144.48. The firm has a market cap of $194.11 billion, a PE ratio of 45.34, a P/E/G ratio of 1.35 and a beta of 1.24. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a fifty-two week low of $95.19 and a fifty-two week high of $178.52.

Amphenol (NYSE:APH) last released its quarterly 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 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 revenue for the quarter was up 58.4% on a year-over-year basis. During the same quarter last year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts predict that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio is 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.