Amphenol Corporation $APH Shares Bought by State of Wyoming

State of Wyoming lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 82.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,859 shares of the electronics maker’s stock after purchasing an additional 4,002 shares during the quarter. State of Wyoming’s holdings in Amphenol were worth $1,096,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. increased its stake 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 valued at $25,000 after acquiring an additional 168 shares during the last quarter. Financial Management Professionals Inc. grew its holdings in 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 purchasing an additional 90 shares during the period. Howard Hughes Medical Institute acquired a new position in Amphenol during the second quarter worth approximately $26,000. Alpine Bank Wealth Management acquired a new position in shares of Amphenol in the 3rd quarter valued at $30,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Amphenol during the 2nd quarter valued at $31,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on APH shares. Bank of America raised Amphenol from a “neutral” rating to a “buy” rating and increased their target price for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Barclays restated an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a report on Thursday. Robert W. Baird set a $139.00 target price on Amphenol and gave the stock an “outperform” rating in a report on Friday, October 10th. Citigroup raised their price target on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday. Finally, Evercore ISI reiterated an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $151.38.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year?over?year, driven by strong demand across AI and other end markets. This underpins the longer?term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near?term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short?term moving averages, suggesting short?term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post?earnings sell?off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near?term EPS dip. That dynamic is prompting profit?taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit?taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

Amphenol Stock Down 3.7%

NYSE APH opened at $143.99 on Monday. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The business has a 50 day moving average price of $141.43 and a two-hundred day moving average price of $127.69. The stock has a market cap of $176.26 billion, a PE ratio of 43.11, a P/E/G ratio of 1.51 and a beta of 1.20.

Amphenol (NYSE:APH) last posted 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 business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Insider Activity

In other news, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at approximately $5,723,354. The trade was a 50.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The SEC filing for this sale provides additional information. Insiders have sold 378,076 shares of company stock valued at $54,056,506 over the last 90 days. Insiders own 1.67% of the company’s stock.

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.