Amphenol Corporation $APH is Benjamin Edwards Inc.'s 10th Largest Position

Key Points

• Benjamin Edwards Inc. trimmed its stake in Amphenol by 4.6% in Q4 to 697,613 shares (about $94.3M), leaving APH as its 10th largest position and roughly 1.0% of the firm's portfolio.
• CEO Richard Adam Norwitt sold 515,281 shares at an average $147.27 on Feb. 12, reducing his ownership by 21.09% and raising about $75.9M; corporate insiders now own 1.42% of the company.
• Amphenol beat Q1 estimates with $1.06 EPS vs. $0.95 expected and revenue of $7.62B (up 58.4% YoY), set Q2 guidance of $1.140–1.160, and carries a consensus "Moderate Buy" from analysts (12 Buys, 2 Holds) with a $169.08 average price target.

Benjamin Edwards Inc. trimmed its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 4.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 697,613 shares of the electronics maker's stock after selling 33,410 shares during the period. Amphenol comprises approximately 1.0% of Benjamin Edwards Inc.'s portfolio, making the stock its 10th largest position. Benjamin Edwards Inc. owned about 0.06% of Amphenol worth $94,277,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in APH. Brighton Jones LLC boosted its position in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock valued at $1,224,000 after buying an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its position in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC boosted its holdings in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock worth $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC boosted its holdings in shares of Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker's stock worth $6,216,000 after purchasing an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC boosted its holdings in shares of Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker's stock worth $469,000 after purchasing an additional 638 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. UBS Group reiterated a "buy" rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday. Seaport Research Partners reiterated a "buy" rating and set a $215.00 target price on shares of Amphenol in a report on Thursday. Barclays reiterated an "overweight" rating and set a $175.00 target price (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Fox Advisors reissued an "outperform" rating on shares of Amphenol in a research note on Friday, January 9th. Finally, Wall Street Zen raised shares of Amphenol from a "hold" rating to a "buy" rating in a research note on Saturday, April 11th. Twelve investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Amphenol currently has an average rating of "Moderate Buy" and an average price target of $169.08.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm's stock in a transaction that occurred on 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 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 sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 1.42% of the company's stock.

Amphenol Trading Down 3.3%

NYSE:APH opened at $142.41 on Friday. The company's 50 day moving average price is $138.09 and its 200-day moving average price is $138.90. Amphenol Corporation has a 52 week low of $78.76 and a 52 week high of $167.04. The company has a quick ratio of 2.48, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market cap of $175.08 billion, a price-to-earnings ratio of 40.92, a PEG ratio of 1.51 and a beta of 1.29.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 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 firm had revenue of $7.62 billion for the quarter, compared to analysts' expectations of $7.08 billion. During the same quarter in the prior year, the company posted $0.63 earnings per share. The business's revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 4.39 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 issued a $0.25 dividend. The ex-dividend date was Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol's dividend payout ratio (DPR) is currently 29.94%.

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.

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