Amphenol Corporation $APH Shares Acquired by Fortem Financial Group LLC

Fortem Financial Group LLC increased its holdings in shares of Amphenol Corporation (NYSE:APH) by 9.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,246 shares of the electronics maker’s stock after acquiring an additional 3,148 shares during the quarter. Amphenol comprises 1.2% of Fortem Financial Group LLC’s investment portfolio, making the stock its 26th biggest position. Fortem Financial Group LLC’s holdings in Amphenol were worth $4,832,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Generali Asset Management SPA SGR increased its position in Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares during the last quarter. Regents Gate Capital LLP boosted its holdings in Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after purchasing an additional 34,289 shares during the last quarter. Praxis Investment Management Inc. boosted its holdings in Amphenol by 86.3% in the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after purchasing an additional 12,502 shares during the last quarter. Principal Financial Group Inc. grew its stake in shares of Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after buying an additional 70,938 shares during the period. Finally, CGN Advisors LLC purchased a new stake in shares of Amphenol during the 4th quarter valued at approximately $1,592,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Up 0.2%

Amphenol stock opened at $164.23 on Friday. The company has a market capitalization of $202.05 billion, a PE ratio of 47.19, a price-to-earnings-growth ratio of 1.44 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a fifty-two week low of $92.98 and a fifty-two week high of $167.04. The firm has a 50 day moving average price of $142.92 and a 200 day moving average price of $140.36.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the prior year, the firm earned $0.63 earnings per share. The firm’s revenue 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 expect that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s dividend payout ratio is presently 28.74%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly 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 sale was disclosed in a legal filing with the SEC, which is available through this link. In the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on APH. Seaport Research Partners reiterated a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Truist Financial increased their price target on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, The Goldman Sachs Group raised their price objective on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research 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 stock. According to MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $178.07.

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.