Amphenol Corporation (NYSE:APH) Stock Has Average Price Target of $96.85

Key Points

• Analysts remain broadly bullish: Amphenol has a “Moderate Buy” consensus from 18 analysts, with 16 buys and two holds, and an average 12-month price target of $96.85.
• Recent results exceeded expectations: Quarterly EPS was $0.68 versus the $0.60 consensus estimate, while revenue rose 55% year over year to $8.76 billion, supported by demand for electronic components and AI infrastructure.
• Risks include valuation and insider selling: The stock trades at a P/E ratio above 42, while insiders sold about 2.1 million shares worth $172.3 million over the past 90 days; Amphenol also pays a quarterly dividend of $0.25, or a 1.2% annual yield.

Shares of Amphenol Corporation (NYSE:APH - Get Free Report) have been given an average rating of "Moderate Buy" by the eighteen ratings firms that are covering the company, MarketBeat.com reports. Two analysts have rated the stock with a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 12 month target price among brokers that have updated their coverage on the stock in the last year is $96.85.

Several analysts have issued reports on APH shares. Sanford C. Bernstein initiated coverage on shares of Amphenol in a report on Wednesday, September 23rd. They issued an "outperform" rating and a $99.00 price target on the stock. BNP Paribas Exane lifted their price objective on Amphenol from $107.50 to $110.00 and gave the stock an "outperform" rating in a research report on Tuesday, September 22nd. UBS Group reaffirmed a "buy" rating and issued a $98.50 target price (up from $92.50) on shares of Amphenol in a research note on Thursday, July 30th. JPMorgan Chase & Co. raised their price target on Amphenol from $100.00 to $107.50 and gave the stock an "overweight" rating in a research report on Thursday, July 16th. Finally, Wolfe Research initiated coverage on Amphenol in a report on Wednesday. They issued an "outperform" rating and a $105.00 price target for the company.

Insider Activity

In other Amphenol news, CFO Craig Lampo sold 386,400 shares of the company's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $83.66, for a total value of $32,324,292.00. Following the transaction, the chief financial officer directly owned 181,330 shares in the company, valued at approximately $15,169,161.15. This represents a 68.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Lance D'Amico sold 100,000 shares of the firm's stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $81.00, for a total transaction of $8,099,500.00. Following the sale, the executive vice president directly owned 114,130 shares in the company, valued at $9,243,959.35. This represents a 46.70% 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 valued at $172,316,688 in the last 90 days. Company insiders own 1.42% of the company's stock.

Institutional Trading of Amphenol

Hedge funds and other institutional investors have recently bought and sold shares of the company. Purus Wealth Management LLC boosted its holdings in shares of Amphenol by 3.7% during the second quarter. Purus Wealth Management LLC now owns 1,801 shares of the electronics maker's stock worth $318,000 after purchasing an additional 65 shares during the last quarter. Cornerstone Financial Management LLC increased its stake in Amphenol by 27.2% in the second quarter. Cornerstone Financial Management LLC now owns 304 shares of the electronics maker's stock valued at $54,000 after purchasing an additional 65 shares during the last quarter. Sachetta LLC increased its stake in Amphenol by 14.9% in the first quarter. Sachetta LLC now owns 548 shares of the electronics maker's stock valued at $69,000 after purchasing an additional 71 shares during the last quarter. Ferguson Wellman Capital Management Inc. lifted its position in Amphenol by 3.8% during the first quarter. Ferguson Wellman Capital Management Inc. now owns 1,980 shares of the electronics maker's stock worth $250,000 after buying an additional 72 shares during the period. Finally, Guardian Wealth Advisors LLC NC boosted its stake in Amphenol by 0.5% in the 2nd quarter. Guardian Wealth Advisors LLC NC now owns 14,211 shares of the electronics maker's stock worth $2,506,000 after buying an additional 72 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Wolfe Research initiated coverage with an “outperform” rating and a $105 price target, implying substantial upside from recent trading levels. The bullish view likely reflects Amphenol’s strong operating performance and demand for electronic components used in AI and data-center infrastructure.
• Positive Sentiment: Amphenol continues to screen well as a momentum stock. Zacks highlighted the company’s favorable momentum characteristics, which may attract quantitative and growth-oriented investors. Here's Why Amphenol Is a Strong Momentum Stock
• Positive Sentiment: Coverage continues to emphasize Amphenol’s AI growth opportunity. Articles described the stock as an attractive way to gain exposure to booming AI-related demand, while a separate industry review called Amphenol a leading performer among electronic-component and manufacturing companies. Amphenol Offers Entry Amid Booming AI Growth
• Neutral Sentiment: After-hours trading was little changed, suggesting investors may be balancing the company’s strong growth outlook against its elevated valuation.
• Negative Sentiment: Zacks Research downgraded Amphenol from “strong buy” to “hold.” The move introduces a more cautious near-term view and could limit gains despite positive momentum and bullish coverage.
• Negative Sentiment: Valuation remains a concern. GuruFocus characterized Amphenol as overvalued despite its high-quality score, and the stock’s premium earnings multiple leaves it vulnerable to profit-taking or disappointment if growth slows. Amphenol Stock Still Overvalued

Amphenol Trading Up 0.1%

Shares of APH stock opened at $84.42 on Thursday. The stock has a market cap of $208.18 billion, a P/E ratio of 42.32, a P/E/G ratio of 1.17 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 has a fifty-two week low of $59.01 and a fifty-two week high of $89.26. The business has a fifty day simple moving average of $80.98 and a 200-day simple moving average of $75.34.

Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $0.68 EPS for the quarter, topping the consensus estimate of $0.60 by $0.08. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The business had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same period in the previous year, the firm earned $0.41 EPS. The business's revenue for the quarter was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. On average, analysts forecast that Amphenol will post 2.66 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 14th. Investors of record on Tuesday, September 22nd will be paid a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, September 22nd. This represents a $1.00 annualized dividend and a yield of 1.2%. Amphenol's payout ratio is presently 25.00%.

Amphenol Company Profile

Amphenol Corporation NYSE: APH designs, manufactures and markets electrical, electronic and fiber-optic connectors, interconnect systems, sensors and antenna solutions. Its products enable the transmission of power, signals and data in applications that include high-speed communications, industrial equipment, transportation systems and electronic devices.

The company serves a broad range of end markets, including aerospace and defense, automotive, information technology and data communications, mobile networks, industrial automation, medical equipment and commercial electronics.

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