Cookson Peirce & Co. Inc. Sells 24,283 Shares of Amphenol Corporation $APH

Key Points

• Cookson Peirce & Co. Inc. reduced its Amphenol stake by 2.5% in the fourth quarter, selling 24,283 shares and ending with 951,998 shares valued at about $128.7 million.
• Amphenol reported strong quarterly results, with EPS of $1.06 beating estimates and revenue of $7.62 billion topping expectations; revenue rose 58.4% year over year. The company also guided Q2 2026 EPS at 1.140-1.160.
• Despite a recent 5.4% share drop to $138.84, analyst sentiment remains mostly positive, with 14 Buy ratings, 2 Hold ratings, and an average price target of $176.87. Amphenol also announced a quarterly dividend of $0.25 per share.

Cookson Peirce & Co. Inc. cut its stake in Amphenol Corporation (NYSE:APH - Free Report) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 951,998 shares of the electronics maker's stock after selling 24,283 shares during the period. Amphenol makes up 5.3% of Cookson Peirce & Co. Inc.'s investment portfolio, making the stock its 2nd largest position. Cookson Peirce & Co. Inc. owned about 0.08% of Amphenol worth $128,653,000 as of its most recent filing with the SEC.

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

Analyst Ratings Changes

APH has been the topic of several research analyst reports. Seaport Research Partners reissued a "buy" rating and issued a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Amphenol in a research report on Monday, April 20th. Evercore reaffirmed an "outperform" rating on shares of Amphenol in a research report on Wednesday, May 27th. Wall Street Zen cut shares of Amphenol from a "buy" rating to a "hold" rating in a research report on Saturday, May 9th. Finally, Jefferies Financial Group lifted 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. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Amphenol has an average rating of "Moderate Buy" and an average price target of $176.87.

Amphenol Trading Down 5.4%

APH opened at $138.84 on Friday. The firm has a market capitalization of $170.80 billion, a P/E ratio of 39.90, a P/E/G ratio of 1.22 and a beta of 1.27. The firm's 50 day moving average is $137.03 and its 200-day moving average is $138.94. Amphenol Corporation has a 52-week low of $91.06 and a 52-week high of $167.04. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analyst estimates 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 quarter last year, the firm posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol's dividend payout ratio is currently 28.74%.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company's stock in a transaction on 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 $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders have sold 130,775 shares of company stock valued at $18,709,350 over the last 90 days. Corporate insiders own 1.42% of the company's stock.

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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