Amphenol Corporation (NYSE:APH) Given Average Recommendation of "Moderate Buy" by Brokerages

Key Points

• Analyst consensus: 14 firms rate Amphenol a "Moderate Buy" (12 buys, 2 holds) with an average 12‑month price target of $169.08.
• Quarterly beat and guidance: Q1 EPS $1.06 vs. $0.95 expected and revenue $7.62B vs. $7.08B expected (revenue +58.4% YoY); company set Q2 EPS guidance of $1.140–$1.160 and analysts forecast ~4.49 EPS for the year.
• Insider selloff: CEO Richard Norwitt sold 515,281 shares (~$75.9M), cutting his ownership by 21.09%; insiders now hold 1.42% of the stock.

Shares of Amphenol Corporation (NYSE:APH - Get Free Report) have received a consensus rating of "Moderate Buy" from the fourteen research firms that are covering the firm, Marketbeat reports. Two analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $169.0769.

A number of research firms have issued reports on APH. Zacks Research cut shares of Amphenol from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Barclays restated an "overweight" rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Truist Financial upped their price target on shares of Amphenol from $182.00 to $200.00 and gave the company a "buy" rating in a report on Thursday. Citigroup restated a "buy" rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday. Finally, Jefferies Financial Group began coverage on shares of Amphenol in a research note on Tuesday, March 31st. They issued a "buy" rating and a $145.00 target price for the company.

Amphenol Trading Up 0.1%

Amphenol stock opened at $142.41 on Monday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. Amphenol has a one year low of $78.76 and a one year high of $167.04. The company's fifty day moving average price is $138.09 and its two-hundred day moving average price is $139.12. The company has a market capitalization of $175.08 billion, a price-to-earnings ratio of 40.92, a PEG ratio of 1.32 and a beta of 1.29.

Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to analysts' expectations of $7.08 billion. During the same period in the prior year, the company earned $0.63 earnings per share. The business's quarterly 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. On average, analysts forecast that Amphenol will post 4.49 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Monday, March 23rd. Amphenol's dividend payout ratio (DPR) is presently 28.74%.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.42% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in APH. LGT Fund Management Co Ltd. increased its holdings in shares of Amphenol by 72.6% during the first quarter. LGT Fund Management Co Ltd. now owns 3,797 shares of the electronics maker's stock worth $480,000 after buying an additional 1,597 shares in the last quarter. International Assets Investment Management LLC increased its holdings in shares of Amphenol by 31.6% during the first quarter. International Assets Investment Management LLC now owns 7,679 shares of the electronics maker's stock worth $981,000 after buying an additional 1,845 shares in the last quarter. Arlington Capital Management Inc. increased its holdings in shares of Amphenol by 4.6% during the first quarter. Arlington Capital Management Inc. now owns 1,878 shares of the electronics maker's stock worth $237,000 after buying an additional 82 shares in the last quarter. Diversify Wealth Management LLC increased its holdings in shares of Amphenol by 210.7% during the first quarter. Diversify Wealth Management LLC now owns 19,606 shares of the electronics maker's stock worth $2,477,000 after buying an additional 13,295 shares in the last quarter. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its holdings in shares of Amphenol by 0.6% during the first quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 286,337 shares of the electronics maker's stock worth $36,179,000 after buying an additional 1,615 shares in the last quarter. Institutional investors own 97.01% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.