Faithward Advisors LLC Acquires 100,607 Shares of Amphenol Corporation $APH

Key Points

• Faithward Advisors LLC boosted its Amphenol stake by 639.3% in the first quarter, buying 100,607 additional shares and bringing its total holding to 116,345 shares valued at about $14.7 million.
• Amphenol reported strong quarterly results, with earnings per share of $1.06 and revenue of $7.62 billion, both above expectations. Revenue rose 58.4% year over year, and the company raised its Q2 2026 guidance to $1.14-$1.16 EPS.
• The company also announced a quarterly dividend of $0.25 per share, while analysts remain upbeat overall with 14 Buy ratings and a consensus price target of $178.07.

Faithward Advisors LLC grew its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 639.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 116,345 shares of the electronics maker's stock after purchasing an additional 100,607 shares during the period. Amphenol comprises approximately 2.0% of Faithward Advisors LLC's holdings, making the stock its 12th largest holding. Faithward Advisors LLC's holdings in Amphenol were worth $14,700,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of 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 raised its holdings 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 purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC lifted 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 worth $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC increased its holdings in Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker's stock valued at $6,216,000 after buying an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC lifted its holdings in 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 buying an additional 638 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Stock Performance

Shares of APH opened at $159.49 on Wednesday. Amphenol Corporation has a 12 month low of $94.88 and a 12 month high of $168.75. The stock has a fifty day moving average price of $143.87 and a 200-day moving average price of $140.69. 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 firm has a market cap of $196.21 billion, a PE ratio of 45.83, a P/E/G ratio of 1.45 and a beta of 1.27.

Amphenol (NYSE:APH - Get Free Report) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.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 previous year, the business earned $0.63 EPS. The firm'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. Equities research analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Insider Activity

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company's stock, valued at $277,368,257.30. This trade represents a 3.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last 90 days. Corporate insiders own 1.42% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on APH shares. Weiss Ratings reissued a "buy (b)" rating on shares of Amphenol in a research report on Monday, April 20th. Citigroup reaffirmed a "buy" rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. UBS Group reiterated a "buy" rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $190.00 to $200.00 and gave the stock an "overweight" rating in a report on Thursday, April 30th. Finally, Barclays reissued an "overweight" rating and set a $198.00 price target on shares of Amphenol in a research report on Monday, June 8th. Fourteen 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, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $178.07.

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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