Amphenol Corporation $APH Position Increased by Nilsine Partners LLC

Nilsine Partners LLC grew its holdings in shares of Amphenol Corporation (NYSE:APH) by 103.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,200 shares of the electronics maker’s stock after purchasing an additional 6,725 shares during the period. Nilsine Partners LLC’s holdings in Amphenol were worth $1,784,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of APH. Three Seasons Wealth LLC bought a new position in Amphenol in the fourth quarter worth about $686,000. ERn Financial LLC bought a new position in shares of Amphenol during the fourth quarter valued at approximately $231,000. Community Financial Services Group LLC grew its holdings in shares of Amphenol by 15.8% during the fourth quarter. Community Financial Services Group LLC now owns 35,024 shares of the electronics maker’s stock valued at $4,733,000 after purchasing an additional 4,766 shares during the last quarter. BTC Capital Management Inc. raised its position in shares of Amphenol by 516.6% during the 4th quarter. BTC Capital Management Inc. now owns 51,609 shares of the electronics maker’s stock worth $6,979,000 after purchasing an additional 43,239 shares during the period. Finally, Moody Lynn & Lieberson LLC lifted its holdings in shares of Amphenol by 3.4% in the 4th quarter. Moody Lynn & Lieberson LLC now owns 34,870 shares of the electronics maker’s stock worth $4,712,000 after purchasing an additional 1,137 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Barclays restated an “overweight” rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Truist Financial set a $182.00 target price on Amphenol in a research note on Tuesday, January 13th. JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday, January 27th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Finally, UBS Group reiterated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Twelve research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $151.87.

Amphenol Stock Up 6.0%

APH opened at $126.28 on Wednesday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The company has a market capitalization of $155.22 billion, a PE ratio of 37.81, a P/E/G ratio of 1.26 and a beta of 1.20. The stock’s fifty day moving average is $139.90 and its 200-day moving average is $136.10. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04.

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

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.8%. Amphenol’s dividend payout ratio is currently 29.94%.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 1.67% of the company’s stock.

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.