Cookson Peirce & Co. Inc. Sells 24,283 Shares of Amphenol Corporation $APH

Cookson Peirce & Co. Inc. decreased its holdings in shares of Amphenol Corporation (NYSE:APH) by 2.5% in the 4th quarter, Holdings Channel reports. The firm owned 951,998 shares of the electronics maker’s stock after selling 24,283 shares during the quarter. Amphenol comprises about 5.3% of Cookson Peirce & Co. Inc.’s investment portfolio, making the stock its 2nd biggest holding. Cookson Peirce & Co. Inc.’s holdings in Amphenol were worth $128,653,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. XML Financial LLC increased its stake in Amphenol by 49.5% during the fourth quarter. XML Financial LLC now owns 9,049 shares of the electronics maker’s stock valued at $1,223,000 after purchasing an additional 2,996 shares during the last quarter. Vestcor Inc boosted its holdings in shares of Amphenol by 87.0% during the fourth quarter. Vestcor Inc now owns 102,292 shares of the electronics maker’s stock valued at $13,824,000 after acquiring an additional 47,585 shares during the period. MCF Advisors LLC boosted its holdings in shares of Amphenol by 40.0% during the fourth quarter. MCF Advisors LLC now owns 1,737 shares of the electronics maker’s stock valued at $235,000 after acquiring an additional 496 shares during the period. OneAscent Family Office LLC boosted its holdings in shares of Amphenol by 7.4% during the fourth quarter. OneAscent Family Office LLC now owns 3,935 shares of the electronics maker’s stock valued at $532,000 after acquiring an additional 271 shares during the period. Finally, Pinebridge Investments LLC acquired a new position in shares of Amphenol during the fourth quarter valued at $41,422,000. Institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on APH shares. The Goldman Sachs Group upped their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. UBS Group reiterated a “buy” rating and issued a $178.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Jefferies Financial Group boosted their price target on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Seaport Research Partners restated a “buy” rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus target price of $176.87.

Amphenol Price Performance

NYSE APH opened at $138.84 on Friday. The company has a market cap of $170.80 billion, a PE ratio of 39.90, a PEG ratio of 1.22 and a beta of 1.27. Amphenol Corporation has a 1 year low of $91.06 and a 1 year high of $167.04. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The stock’s 50-day moving average price is $137.03 and its two-hundred day moving average price is $138.94.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s quarterly revenue was up 58.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s payout ratio is presently 28.74%.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Over the last three months, insiders sold 130,775 shares of company stock valued at $18,709,350. Insiders own 1.42% 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.