Patton Albertson Miller Group LLC Purchases New Shares in Amphenol Corporation $APH

Patton Albertson Miller Group LLC purchased a new position in Amphenol Corporation (NYSE:APH) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 28,109 shares of the electronics maker’s stock, valued at approximately $3,478,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. boosted its holdings in Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 shares during the last quarter. Financial Management Professionals Inc. lifted its position in shares of Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares in the last quarter. Howard Hughes Medical Institute purchased a new position in shares of Amphenol in the second quarter valued at approximately $26,000. Alpine Bank Wealth Management acquired a new stake in shares of Amphenol in the third quarter worth approximately $30,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Amphenol during the second quarter worth approximately $31,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Trading Up 2.6%

Shares of APH opened at $149.73 on Friday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The firm has a market capitalization of $183.28 billion, a P/E ratio of 44.83, a P/E/G ratio of 0.87 and a beta of 1.21. The firm has a 50-day moving average price of $141.18 and a 200 day moving average price of $127.00. The company has a current ratio of 2.98, a quick ratio of 1.52 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. Amphenol’s quarterly revenue was up 49.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Analyst Ratings Changes

APH has been the topic of a number of research reports. UBS Group restated a “buy” rating and issued a $174.00 price objective (up previously from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Truist Financial set a $182.00 target price on shares of Amphenol in a research report on Tuesday, January 13th. Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Robert W. Baird set a $139.00 price objective on shares of Amphenol and gave the company an “outperform” rating in a research note on Friday, October 10th. Finally, US Capital Advisors set a $165.00 price objective on shares of Amphenol in a report on Friday, January 9th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 results beat and stronger guidance — Amphenol reported record Q4 sales and adjusted EPS that topped estimates (revenue and EPS beats; FY Q1 guidance above consensus), a fundamental reason investors cite for longer-term upside. Amphenol Corp (APH) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst upgrade and higher target — Citigroup raised its price target from $175 to $180 and kept a “buy” rating, signaling ~20% upside from current levels and supporting demand. Benzinga article on Citigroup raise
• Positive Sentiment: Technical/short-term buying helped the rebound — a market-technical “power inflow” signal was reported to have lifted shares roughly 7%, contributing to intraday strength. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Earnings call transcript available — the full transcript provides management commentary on drivers (AI/datacom demand, acquisitions) and forward commentary that traders will parse for cadence and risks. Earnings Call Transcript
• Negative Sentiment: Post-earnings sell-off driven by valuation and growth concerns — despite the beat, investors sold into strength citing a rich valuation, worries about sustaining high organic growth (especially data-center exposure) and a possible near-term EPS dip. That pressured the stock sharply after the report. Amphenol Tumbles On Valuation Concerns
• Negative Sentiment: Investor worry about sustainability of data-center-driven surge — coverage notes and market commentary highlight fear that IT/datacom strength may slow, prompting further downside risk if organic growth disappoints. Data Center Vendor Amphenol Slides After Earnings Beat

Insider Activity

In related news, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total value of $5,750,906.00. Following the transaction, the chief financial officer directly owned 39,884 shares in the company, valued at approximately $5,723,354. This represents a 50.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP David M. Silverman sold 120,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at $1,764,625. The trade was a 90.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 498,076 shares of company stock valued at $70,996,906. 1.67% of the stock is currently owned by company insiders.

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.