Amphenol (NYSE:APH) Downgraded by Wall Street Zen to Hold

Key Points

• Wall Street Zen downgraded Amphenol from “buy” to “hold,” although the broader analyst view remains constructive with 13 Buy ratings and only 2 Hold ratings. The stock’s consensus rating is still “Moderate Buy,” with a consensus target price of $176.53.
• Amphenol reported strong quarterly results, posting $1.06 EPS versus $0.95 expected and revenue of $7.62 billion versus $7.08 billion expected. Revenue jumped 58.4% year over year, and the company guided Q2 2026 EPS to 1.140–1.160.
• Despite positive business momentum, there was notable insider selling: CEO Richard Adam Norwitt sold 515,281 shares in February, and insiders sold 646,056 shares over the last 90 days. Institutional ownership remains high at 97.01%.

Amphenol (NYSE:APH - Get Free Report) was downgraded by stock analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a note issued to investors on Saturday.

A number of other research firms also recently issued reports on APH. Zacks Research downgraded shares of Amphenol from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Evercore boosted their target price on shares of Amphenol from $165.00 to $180.00 and gave the company an "outperform" rating in a report on Thursday, April 30th. US Capital Advisors set a $165.00 target price on shares of Amphenol in a report on Friday, January 9th. Barclays restated an "overweight" rating and issued a $180.00 target price (up from $175.00) on shares of Amphenol in a report on Monday. Finally, Truist Financial lifted their price target on shares of Amphenol from $182.00 to $200.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $176.53.

Amphenol Stock Performance

Shares of APH opened at $127.72 on Friday. 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 has a market cap of $157.12 billion, a P/E ratio of 36.70, a PEG ratio of 1.20 and a beta of 1.29. The company has a 50-day moving average of $137.31 and a two-hundred day moving average of $139.35. Amphenol has a 12-month low of $80.32 and a 12-month high of $167.04.

Amphenol (NYSE:APH - Get Free Report) last issued 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. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company's quarterly revenue was up 58.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, research analysts predict that Amphenol will post 4.76 EPS for the current fiscal year.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the business's stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company's stock, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold 646,056 shares of company stock worth $94,594,783 over the last 90 days. Insiders own 1.42% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in APH. Vermillion & White Wealth Management Group LLC raised its holdings in Amphenol by 163.8% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker's stock valued at $25,000 after acquiring an additional 113 shares in the last quarter. Riggs Asset Managment Co. Inc. raised its holdings in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker's stock valued at $25,000 after acquiring an additional 168 shares in the last quarter. Tucker Asset Management LLC acquired a new stake in Amphenol in the fourth quarter valued at $26,000. Board of the Pension Protection Fund acquired a new stake in Amphenol in the fourth quarter valued at $27,000. Finally, HHM Wealth Advisors LLC acquired a new stake in Amphenol in the first quarter valued at $27,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol’s strong Q1 2026 results and higher Q2 guidance suggest continued robust demand and earnings momentum, which is helping support the stock. Assessing Amphenol (APH) Valuation After Strong Q1 2026 Results And Raised Q2 Guidance
• Positive Sentiment: The company announced a quarterly dividend of $0.25 per share, reinforcing shareholder returns and confidence in cash flow. Amphenol Announces Second Quarter 2026 Dividend
• Positive Sentiment: Several articles continue to describe Amphenol as a strong growth name, which can keep investor sentiment favorable. 3 Reasons Growth Investors Will Love Amphenol (APH)
• Neutral Sentiment: Amphenol was also highlighted in a broader “best growth stocks” discussion after its record quarter, adding to the stock’s visibility but not changing the core story. Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
• Negative Sentiment: Recent insider selling by CEO Richard Adam Norwitt may create some caution, even though insider sales do not necessarily change the company’s operating outlook. Richard Adam Norwitt Sells 17,500 Shares of Amphenol NYSE: APH 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.

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