Thurston Springer Miller Herd & Titak Inc. Acquires 4,776 Shares of Amphenol Corporation $APH

Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 197.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,198 shares of the electronics maker’s stock after buying an additional 4,776 shares during the period. Thurston Springer Miller Herd & Titak Inc.’s holdings in Amphenol were worth $973,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of APH. Cohen Klingenstein LLC bought a new stake in shares of Amphenol during the 4th quarter valued at $216,000. Howard Capital Management Group LLC bought a new position in Amphenol in the 4th quarter worth $202,000. MRA Advisory Group lifted its position in Amphenol by 4.8% during the fourth quarter. MRA Advisory Group now owns 3,208 shares of the electronics maker’s stock valued at $434,000 after purchasing an additional 148 shares in the last quarter. Clarus Group Inc. bought a new stake in Amphenol during the fourth quarter valued at about $479,000. Finally, Marino Stram & Associates LLC grew its holdings in Amphenol by 17.7% during the fourth quarter. Marino Stram & Associates LLC now owns 3,534 shares of the electronics maker’s stock valued at $478,000 after purchasing an additional 532 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling

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

Amphenol Price Performance

Shares of NYSE:APH opened at $128.05 on Friday. The firm has a market cap of $157.40 billion, a price-to-earnings ratio of 38.34, a P/E/G ratio of 1.35 and a beta of 1.25. The firm has a fifty day moving average price of $138.42 and a 200 day moving average price of $136.05. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98.

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

Amphenol Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research firms have recently commented on APH. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. UBS Group restated a “buy” rating and set a $174.00 target price (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. JPMorgan Chase & Co. lifted 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. Finally, Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Twelve investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and an average target price of $151.87.

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.