Amphenol Corporation $APH Shares Purchased by Rathbones Group PLC

Rathbones Group PLC grew its stake in shares of Amphenol Corporation (NYSE:APH) by 8.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,083,245 shares of the electronics maker’s stock after buying an additional 244,108 shares during the quarter. Amphenol comprises 1.5% of Rathbones Group PLC’s holdings, making the stock its 13th biggest position. Rathbones Group PLC’s holdings in Amphenol were worth $389,568,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in APH. Pine Valley Investments Ltd Liability Co acquired a new position in shares of Amphenol during the first quarter valued at approximately $3,727,000. Farmers National Bank raised its holdings in Amphenol by 25.8% during the first quarter. Farmers National Bank now owns 3,396 shares of the electronics maker’s stock worth $429,000 after purchasing an additional 697 shares in the last quarter. DV Trading LLC lifted its position in Amphenol by 2,146.7% in the first quarter. DV Trading LLC now owns 10,582 shares of the electronics maker’s stock worth $1,337,000 after purchasing an additional 10,111 shares during the period. Optiver Holding B.V. bought a new position in Amphenol during the 1st quarter valued at $64,000. Finally, First Nebraska Trust Co acquired a new position in shares of Amphenol during the 1st quarter valued at $2,523,000. 97.01% of the stock is currently owned by institutional investors.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
• Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
• Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
• Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
• Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. JPMorgan Chase & Co. lifted their target price on Amphenol from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Bank of America boosted their price target on shares of Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Seaport Research Partners reissued a “buy” rating and issued a $215.00 price target on shares of Amphenol in a report on Thursday, April 30th. Finally, Barclays restated an “overweight” rating and set a $200.00 price objective (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $191.67.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.42% of the stock is currently owned by company insiders.

Amphenol Stock Performance

Shares of NYSE APH opened at $160.72 on Monday. The stock’s fifty day simple moving average is $155.61 and its 200 day simple moving average is $145.14. The stock has a market capitalization of $197.73 billion, a price-to-earnings ratio of 40.28, a PEG ratio of 1.30 and a beta of 1.24. The company has a quick ratio of 1.41, a current ratio of 1.89 and a debt-to-equity ratio of 1.10. Amphenol Corporation has a 52-week low of $102.76 and a 52-week high of $178.52.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. The business had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.26 billion. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.Amphenol’s revenue for the quarter was up 55.0% on a year-over-year basis. During the same quarter last year, the company posted $0.81 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 5.13 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 25.06%.

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.