Roffman Miller Associates Inc. PA Has $62.92 Million Stake in Amphenol Corporation $APH

Key Points

• Roffman Miller Associates reduced its stake in Amphenol by 5.5% in Q4, selling 26,905 shares to hold 465,573 shares valued at about $62.92 million, making APH its 6th largest holding (~3.4% of the portfolio).
• CEO Richard Adam Norwitt sold 515,281 shares on Feb. 12 for roughly $75.9 million, a ~21% cut to his ownership; company insiders now hold about 1.67% of the stock.
• Analysts remain largely positive—12 Buy vs. 3 Hold—giving Amphenol a consensus rating of “Moderate Buy” and a consensus target price of $151.87, with recent price-target increases from UBS, Goldman Sachs and Barclays.

Roffman Miller Associates Inc. PA lessened its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 5.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 465,573 shares of the electronics maker's stock after selling 26,905 shares during the period. Amphenol makes up about 3.4% of Roffman Miller Associates Inc. PA's investment portfolio, making the stock its 6th largest holding. Roffman Miller Associates Inc. PA's holdings in Amphenol were worth $62,918,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Financial Management Professionals Inc. increased its position in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker's stock valued at $25,000 after buying an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. increased its position in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker's stock valued at $25,000 after buying an additional 168 shares in the last quarter. Board of the Pension Protection Fund bought a new position in Amphenol during the 4th quarter valued at approximately $27,000. Alpine Bank Wealth Management bought a new position in Amphenol during the 3rd quarter valued at approximately $30,000. Finally, Evolution Wealth Management Inc. bought a new position in Amphenol during the 2nd quarter valued at approximately $31,000. Institutional investors own 97.01% of the company's stock.

Analyst Ratings Changes

A number of research analysts recently weighed in on APH shares. Fox Advisors reaffirmed an "outperform" rating on shares of Amphenol in a research report on Friday, January 9th. UBS Group reaffirmed a "buy" rating and set a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. The Goldman Sachs Group reissued a "buy" rating and issued a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Jefferies Financial Group initiated coverage on Amphenol in a report on Tuesday, March 31st. They issued a "buy" rating and a $145.00 target price for the company. Finally, Barclays reissued an "overweight" rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Twelve equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Amphenol presently has a consensus rating of "Moderate Buy" and a consensus target price of $151.87.

Amphenol Price Performance

NYSE APH opened at $137.53 on Friday. The company has a market capitalization of $169.05 billion, a PE ratio of 41.18, a price-to-earnings-growth ratio of 1.43 and a beta of 1.25. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The business's fifty day moving average is $136.61 and its 200 day moving average is $136.35. Amphenol Corporation has a fifty-two week low of $62.00 and a fifty-two week high of $167.04.

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

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol's payout ratio is 29.94%.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 1.67% of the company's stock.

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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