Farther Finance Advisors LLC Grows Position in Amphenol Corporation $APH

Key Points

• Farther Finance Advisors LLC boosted its stake in Amphenol by 35.3% in Q4, adding 14,626 shares to hold 56,063 shares worth about $7.576 million.
• Several large institutions (including Capital International Investors, Capital Research Global Investors, and Arrowstreet) made sizable purchases, and institutional investors now own roughly 97.01% of Amphenol's stock.
• Amphenol beat Q results (EPS $0.97 vs. $0.93) with revenue up 49.1% to $6.44B, issued Q1 EPS guidance of 0.91–0.93, and carries a consensus "Moderate Buy" rating with an average price target of $151.93 while JPMorgan raised its target to $190.

Farther Finance Advisors LLC boosted its stake in Amphenol Corporation (NYSE:APH - Free Report) by 35.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 56,063 shares of the electronics maker's stock after purchasing an additional 14,626 shares during the quarter. Farther Finance Advisors LLC's holdings in Amphenol were worth $7,576,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of APH. Capital International Investors grew its stake in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker's stock worth $2,228,288,000 after buying an additional 14,714,177 shares during the period. Capital Research Global Investors grew its stake in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker's stock worth $1,920,982,000 after buying an additional 8,021,284 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in Amphenol by 693.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker's stock worth $900,833,000 after buying an additional 6,362,533 shares during the period. Lone Pine Capital LLC purchased a new stake in Amphenol during the third quarter worth approximately $374,125,000. Finally, Jennison Associates LLC purchased a new stake in Amphenol during the third quarter worth approximately $287,947,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have issued reports on APH. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research note on Friday, January 9th. Zacks Research downgraded shares of Amphenol from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Weiss Ratings reiterated a "buy (b)" rating on shares of Amphenol in a research note on Wednesday, January 21st. Wall Street Zen upgraded shares of Amphenol from a "hold" rating to a "buy" rating in a research note on Saturday, April 11th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $185.00 to $190.00 and gave the stock an "overweight" rating in a research report on Thursday. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $151.93.

Amphenol Trading Up 1.1%

NYSE APH opened at $148.53 on Friday. The company's fifty day simple moving average is $137.34 and its 200-day simple moving average is $137.13. Amphenol Corporation has a 52 week low of $62.55 and a 52 week high of $167.04. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The stock has a market cap of $182.61 billion, a P/E ratio of 44.47, a PEG ratio of 1.53 and a beta of 1.25.

Amphenol (NYSE:APH - Get Free Report) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts' consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion for the quarter, compared to analysts' expectations of $6.19 billion. During the same period in the previous year, the company posted $0.55 earnings per share. The business's revenue for the quarter was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities research analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The business also recently declared 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 of this dividend was Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol's dividend payout ratio is currently 29.94%.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the company's stock in a transaction 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 directly owned 1,927,507 shares of the company's stock, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 1.67% of the stock is owned by corporate insiders.

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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