Amphenol Corporation $APH Shares Bought by Sterling Capital Management LLC

Sterling Capital Management LLC lifted its stake in shares of Amphenol Corporation (NYSE:APH) by 10.4% during the 1st quarter, HoldingsChannel reports. The fund owned 58,338 shares of the electronics maker’s stock after acquiring an additional 5,485 shares during the period. Sterling Capital Management LLC’s holdings in Amphenol were worth $7,371,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of APH. Vermillion & White Wealth Management Group LLC raised its stake in Amphenol by 163.8% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 113 shares during the period. Riggs Asset Managment Co. Inc. grew its stake in shares of Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares during the period. Tucker Asset Management LLC acquired a new stake in shares of Amphenol during the 4th quarter worth $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol during the 4th quarter worth $27,000. Finally, HHM Wealth Advisors LLC purchased a new position in shares of Amphenol in the 1st quarter worth $27,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Barclays reaffirmed an “overweight” rating and issued a $198.00 price objective on shares of Amphenol in a research note on Monday, June 8th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Finally, BNP Paribas Exane raised their price target on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Fourteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Insiders Place Their Bets

In other 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 sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Over the last three months, insiders have sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE:APH opened at $163.73 on Friday. The business’s 50-day simple moving average is $144.88 and its 200 day simple moving average is $141.20. The company has a market cap of $201.43 billion, a P/E ratio of 47.05, a PEG ratio of 1.43 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 one year low of $95.19 and a one year high of $168.75.

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 analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s quarterly revenue was up 58.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is currently 28.74%.

Amphenol Company 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.