Stanley Laman Group Ltd. Invests $1.85 Million in Amphenol Corporation $APH

Key Points

• Stanley Laman Group acquired a new position in Amphenol, purchasing 13,680 shares valued at approximately $1.85 million in the fourth quarter per its 13F filing.
• Amphenol beat Q4 estimates with $0.97 EPS vs. $0.93 expected and revenue of $6.44 billion (up 49.1% year-over-year), and set Q1 2026 guidance of $0.910–$0.930 EPS.
• CEO Richard Adam Norwitt sold 515,281 shares for about $75.9 million, reducing his position by ~21%, while institutional investors hold roughly 97.0% of the stock.

Stanley Laman Group Ltd. acquired a new position in Amphenol Corporation (NYSE:APH - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 13,680 shares of the electronics maker's stock, valued at approximately $1,849,000.

Several other large investors have also recently made changes to their positions in the stock. State Street Corp lifted its holdings in shares of Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker's stock worth $6,942,156,000 after acquiring an additional 676,797 shares during the last quarter. Capital International Investors increased its stake in Amphenol by 446.9% during the 3rd 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 increased its stake in Amphenol by 106.9% during the 3rd 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. Invesco Ltd. increased its stake in Amphenol by 14.4% during the 3rd quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker's stock worth $1,121,801,000 after buying an additional 1,143,513 shares during the period. Finally, Legal & General Group Plc increased its stake in Amphenol by 12.5% during the 3rd quarter. Legal & General Group Plc now owns 8,334,138 shares of the electronics maker's stock worth $1,031,350,000 after buying an additional 928,994 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Trading Down 0.1%

Shares of NYSE:APH opened at $140.64 on Monday. Amphenol Corporation has a 52 week low of $62.55 and a 52 week high of $167.04. The company's 50 day moving average is $136.54 and its two-hundred day moving average is $136.64. 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 company has a market cap of $172.90 billion, a PE ratio of 42.11, a P/E/G ratio of 1.47 and a beta of 1.25.

Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating 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 company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the prior year, the firm posted $0.55 EPS. The company's quarterly revenue 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 analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol's dividend payout ratio is currently 29.94%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Fox Advisors reaffirmed an "outperform" rating on shares of Amphenol in a research note on Friday, January 9th. Wall Street Zen raised shares of Amphenol from a "hold" rating to a "buy" rating in a research note on Saturday. Jefferies Financial Group assumed coverage on shares of Amphenol in a research note on Tuesday, March 31st. They set a "buy" rating and a $145.00 target price on the stock. Truist Financial set a $182.00 target price on shares of Amphenol in a research note on Tuesday, January 13th. Finally, Zacks Research downgraded shares of Amphenol from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, Amphenol presently has an average rating of "Moderate Buy" and a consensus price target of $151.87.

Insider Activity at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred 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 approximately $283,863,955.89. This represents a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Corporate 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.

Want to see what other hedge funds are holding APH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amphenol Corporation (NYSE:APH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.