Analog Century Management LP lessened its stake in Amphenol Corporation (NYSE:APH - Free Report) by 10.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 728,059 shares of the electronics maker's stock after selling 81,837 shares during the quarter. Amphenol comprises approximately 4.8% of Analog Century Management LP's investment portfolio, making the stock its 9th biggest holding. Analog Century Management LP owned approximately 0.06% of Amphenol worth $98,390,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in APH. Brighton Jones LLC boosted its stake in shares of Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock valued at $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after acquiring an additional 4,721 shares during the period. Bison Wealth LLC raised its position in shares of Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock valued at $559,000 after acquiring an additional 618 shares during the period. NewEdge Advisors LLC raised its position in shares of Amphenol by 55.4% in the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker's stock valued at $6,216,000 after acquiring an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC raised its position in shares of Amphenol by 15.5% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker's stock valued at $469,000 after acquiring an additional 638 shares during the period. Institutional investors and hedge funds own 97.01% of the company's stock.
Amphenol Stock Performance
Shares of APH stock opened at $153.97 on Friday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The company has a market capitalization of $189.42 billion, a P/E ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. The company's 50 day moving average price is $139.70 and its two-hundred day moving average price is $139.57. Amphenol Corporation has a 52 week low of $92.08 and a 52 week high of $167.04.
Amphenol (NYSE:APH - Get Free Report) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. The firm had revenue of $7.62 billion for 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 business's quarterly revenue was up 58.4% on a year-over-year basis. During the same period last year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.
Amphenol Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol's dividend payout ratio (DPR) is 28.74%.
Insider Buying and Selling
In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm's stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. In the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company's stock.
Wall Street Analysts Forecast Growth
A number of analysts recently weighed in on APH shares. Jefferies Financial Group increased their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Barclays reiterated an "overweight" rating and issued a $198.00 price target on shares of Amphenol in a research report on Monday, June 8th. Piper Sandler set a $165.00 price target on shares of Amphenol in a research report on Tuesday, March 17th. Truist Financial increased 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. Finally, Evercore reiterated an "outperform" rating on shares of Amphenol in a research report on Wednesday, May 27th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $178.07.
Read Our Latest Stock Analysis on Amphenol
About Amphenol
(
Free Report)
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.
Further Reading
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