Leeward Financial Partners LLC Purchases New Shares in Amphenol Corporation $APH

Leeward Financial Partners LLC purchased a new stake in Amphenol Corporation (NYSE:APH) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 11,500 shares of the electronics maker’s stock, valued at approximately $1,554,000.

A number of other institutional investors have also recently bought and sold shares of the business. Waystone Advisors LLC acquired a new stake in Amphenol during the 4th quarter worth about $396,000. Geode Capital Management LLC boosted its position in Amphenol by 2.5% during the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after acquiring an additional 748,813 shares during the period. Fidelis Capital Partners LLC boosted its position in Amphenol by 6.1% during the 4th quarter. Fidelis Capital Partners LLC now owns 8,305 shares of the electronics maker’s stock worth $1,122,000 after acquiring an additional 479 shares during the period. Expressive Wealth LLC acquired a new stake in Amphenol during the 4th quarter worth about $733,000. Finally, Williamson Legacy Group LLC boosted its position in Amphenol by 30.5% during the 4th quarter. Williamson Legacy Group LLC now owns 16,274 shares of the electronics maker’s stock worth $2,199,000 after acquiring an additional 3,799 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have commented on APH. Evercore restated an “outperform” rating on shares of Amphenol in a research report on Wednesday. Piper Sandler set a $165.00 price target on Amphenol in a research report on Tuesday, March 17th. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Citigroup reaffirmed a “buy” rating and issued a $180.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, Robert W. Baird set a $177.00 price target on Amphenol in a research report on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $176.53.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by company insiders.

Amphenol Stock Performance

NYSE:APH opened at $140.22 on Thursday. The stock has a market cap of $172.50 billion, a P/E ratio of 40.29, a PEG ratio of 1.22 and a beta of 1.29. The stock has a 50 day simple moving average of $134.67 and a 200 day simple moving average of $138.60. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 1-year low of $87.84 and a 1-year high of $167.04.

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, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same period last year, the firm posted $0.63 EPS. The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) 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.