Amphenol Corporation (APH) - What Are Brokerages Thinking About This Stock?

Key Points

• Analysts remain broadly positive: Amphenol has a “Moderate Buy” consensus from 19 brokerages, with 17 buy ratings and an average 12-month price target of $98.56.
• Strong quarterly performance: The company reported EPS of $0.68 versus the $0.60 consensus estimate, while revenue rose 55% year over year to $8.76 billion.
• Insiders have been selling shares: Executives sold more than 2.09 million shares worth approximately $172.3 million over the past 90 days, while institutional investors own about 97% of the stock.

Amphenol Corporation (NYSE:APH - Get Free Report) has earned a consensus rating of "Moderate Buy" from the nineteen brokerages that are currently covering the stock, Marketbeat reports. Two equities research analysts have rated the stock with a hold recommendation and seventeen have issued a buy recommendation on the company. The average 12-month target price among analysts that have covered the stock in the last year is $98.56.

APH has been the subject of a number of analyst reports. Weiss Ratings lowered shares of Amphenol from a "buy (a-)" rating to a "buy (b)" rating in a report on Friday. TD Cowen dropped their target price on shares of Amphenol from $175.00 to $90.00 and set a "hold" rating for the company in a research report on Wednesday, September 9th. Citigroup reissued a "buy" rating and issued a $112.00 price target (up from $105.00) on shares of Amphenol in a research note on Thursday, October 8th. Truist Financial raised their price target on Amphenol from $100.00 to $107.50 and gave the stock a "buy" rating in a research report on Thursday, July 30th. Finally, Barclays reaffirmed an "overweight" rating and set a $100.00 price objective (down from $200.00) on shares of Amphenol in a research note on Tuesday, September 8th.

Amphenol Stock Performance

Shares of NYSE:APH opened at $74.00 on Monday. The stock has a market capitalization of $182.49 billion, a P/E ratio of 37.10, a P/E/G ratio of 1.00 and a beta of 1.23. Amphenol has a 1-year low of $59.01 and a 1-year high of $89.93. The company has a current ratio of 1.89, a quick ratio of 1.41 and a debt-to-equity ratio of 1.10. The business has a 50-day moving average price of $81.57 and a two-hundred day moving average price of $77.59.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, July 29th. The electronics maker reported $0.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.60 by $0.08. The company had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The company's revenue for the quarter was up 55.0% on a year-over-year basis. During the same quarter last year, the firm earned $0.41 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Equities analysts predict that Amphenol will post 2.67 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, October 14th. Shareholders of record on Tuesday, September 22nd were issued a dividend of $0.25 per share. The ex-dividend date was Tuesday, September 22nd. This represents a $1.00 dividend on an annualized basis and a yield of 1.4%. Amphenol's dividend payout ratio (DPR) is 25.00%.

Insider Buying and Selling

In other news, CFO Craig Lampo sold 386,400 shares of the business's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $83.66, for a total transaction of $32,324,292.00. Following the completion of the transaction, the chief financial officer directly owned 181,330 shares in the company, valued at approximately $15,169,161.15. The trade was a 68.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Richard Norwitt sold 1,000,000 shares of the company's stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $80.78, for a total value of $80,785,000.00. Following the completion of the sale, the chief executive officer directly owned 3,855,014 shares of the company's stock, valued at approximately $311,427,305.99. This trade represents a 20.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,098,608 shares of company stock worth $172,316,688 in the last ninety days. 1.42% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Apollon Wealth Management LLC increased its stake in Amphenol by 91.1% in the third quarter. Apollon Wealth Management LLC now owns 145,397 shares of the electronics maker's stock valued at $12,257,000 after purchasing an additional 69,303 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA grew its holdings in shares of Amphenol by 209.7% in the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 22,377 shares of the electronics maker's stock valued at $1,886,000 after buying an additional 15,152 shares during the period. Tower View Wealth Management LLC grew its holdings in shares of Amphenol by 104.0% in the 3rd quarter. Tower View Wealth Management LLC now owns 39,272 shares of the electronics maker's stock valued at $3,311,000 after buying an additional 20,021 shares during the period. Live Oak Investment Partners increased its position in shares of Amphenol by 4.7% in the 3rd quarter. Live Oak Investment Partners now owns 9,372 shares of the electronics maker's stock valued at $790,000 after buying an additional 422 shares in the last quarter. Finally, Hilton Head Capital Partners LLC increased its position in shares of Amphenol by 82.9% in the 3rd quarter. Hilton Head Capital Partners LLC now owns 8,376 shares of the electronics maker's stock valued at $706,000 after buying an additional 3,796 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company's stock.

About Amphenol

Amphenol Corporation NYSE: APH is a global manufacturer of electrical, electronic and fiber-optic connectors, interconnect systems and related products. Its portfolio includes cable assemblies, sensors, antennas, backplane systems, radio-frequency components and other specialized electronic hardware.

The company serves customers across a range of industries, including automotive, aerospace and defense, information technology and data communications, industrial, mobile networks, commercial aerospace, medical and other markets.

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