Aptus Capital Advisors LLC Buys 136,163 Shares of Amphenol Corporation $APH

Key Points

• Aptus Capital Advisors increased its Amphenol stake by 756.3% in the fourth quarter, buying 136,163 additional shares and bringing its total holdings to 154,166 shares worth about $20.8 million.
• Amphenol reported strong quarterly results, with EPS of $1.06 beating estimates of $0.95 and revenue of $7.62 billion topping expectations, while revenue rose 58.4% year over year. The company also issued Q2 2026 guidance of $1.140 to $1.160 EPS.
• Analysts remain constructive on the stock, with 14 Buy ratings and 2 Hold ratings and a consensus “Moderate Buy” target price of $178.07. The company also announced a quarterly dividend of $0.25 per share, payable July 15.

Aptus Capital Advisors LLC boosted its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 756.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 154,166 shares of the electronics maker's stock after buying an additional 136,163 shares during the quarter. Aptus Capital Advisors LLC's holdings in Amphenol were worth $20,836,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Capital Advisors Inc. OK grew its position in Amphenol by 3.4% during the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker's stock valued at $279,000 after buying an additional 68 shares during the period. Canvas Wealth Advisors LLC lifted its holdings in Amphenol by 3.5% during the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker's stock valued at $279,000 after purchasing an additional 70 shares during the last quarter. LOM Asset Management Ltd lifted its holdings in Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker's stock valued at $68,000 after purchasing an additional 70 shares during the last quarter. Seeds Investor LLC lifted its holdings in Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker's stock valued at $255,000 after purchasing an additional 72 shares during the last quarter. Finally, Procyon Advisors LLC lifted its holdings in Amphenol by 2.6% during the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker's stock valued at $388,000 after purchasing an additional 74 shares during the last quarter. Institutional investors own 97.01% of the company's stock.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company's stock, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders have sold 130,775 shares of company stock valued at $18,709,350 over the last quarter. Corporate insiders own 1.42% of the company's stock.

Analyst Ratings Changes

Several equities research analysts have commented on APH shares. Seaport Research Partners reaffirmed a "buy" rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Evercore reaffirmed an "outperform" rating on shares of Amphenol in a report on Wednesday, May 27th. The Goldman Sachs Group upped their price objective on shares of Amphenol from $184.00 to $201.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Truist Financial upped their price objective on shares of Amphenol from $182.00 to $200.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Finally, Citigroup reaffirmed a "buy" rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $178.07.

Amphenol Trading Up 1.0%

Shares of Amphenol stock opened at $153.97 on Friday. Amphenol Corporation has a 12-month low of $92.08 and a 12-month high of $167.04. The company has a market cap of $189.42 billion, a price-to-earnings ratio of 44.24, a PEG ratio of 1.35 and a beta of 1.27. 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 company's 50-day moving average price is $139.70 and its 200-day moving average price is $139.57.

Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $7.08 billion. During the same period in the prior year, the firm posted $0.63 earnings per share. The company'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 analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol's dividend payout ratio is presently 28.74%.

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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