FY2026 EPS Estimates for Amphenol Lifted by Zacks Research

Key Points

• Zacks Research has raised its FY2026 earnings per share estimate for Amphenol to $3.10, up from a previous estimate of $2.71, reflecting positive forecasts for the electronics maker.
• Several analysts have boosted their price targets for Amphenol, with Citigroup raising it from $115 to $125, while Robert W. Baird and Evercore ISI also increased their targets.
• Amphenol reported a significant revenue increase of 56.5% year-over-year, reaching $5.65 billion for the recent quarter, surpassing consensus estimates.

Amphenol Corporation (NYSE:APH - Free Report) - Analysts at Zacks Research boosted their FY2026 earnings per share estimates for shares of Amphenol in a research report issued to clients and investors on Wednesday, August 13th. Zacks Research analyst Team now forecasts that the electronics maker will post earnings per share of $3.10 for the year, up from their previous estimate of $2.71. The consensus estimate for Amphenol's current full-year earnings is $2.36 per share. Zacks Research also issued estimates for Amphenol's FY2027 earnings at $3.28 EPS.

Other analysts also recently issued research reports about the company. Citigroup lifted their price target on Amphenol from $115.00 to $125.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Wall Street Zen downgraded Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Robert W. Baird lifted their target price on Amphenol from $113.00 to $118.00 and gave the company an "outperform" rating in a research report on Thursday, July 24th. Evercore ISI lifted their target price on Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a research report on Friday, July 18th. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. Four investment analysts have rated the stock with a hold rating and nine have issued a buy rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $104.92.

Amphenol Stock Down 0.8%

Shares of APH traded down $0.94 during midday trading on Friday, hitting $109.80. The stock had a trading volume of 2,048,587 shares, compared to its average volume of 8,448,802. The company has a 50 day simple moving average of $100.58 and a two-hundred day simple moving average of $81.92. Amphenol has a twelve month low of $56.45 and a twelve month high of $112.35. The firm has a market cap of $134.06 billion, a price-to-earnings ratio of 43.68, a price-to-earnings-growth ratio of 1.76 and a beta of 1.13. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46.

Amphenol (NYSE:APH - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping the consensus estimate of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%. The business had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter last year, the business posted $0.44 EPS. The firm's revenue was up 56.5% compared to the same quarter last year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be issued a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, September 16th. Amphenol's payout ratio is currently 26.29%.

Insider Transactions at Amphenol

In related news, insider William J. Doherty sold 113,000 shares of the business's stock in a transaction that occurred on Monday, August 11th. The stock was sold at an average price of $110.29, for a total value of $12,462,770.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Michael R. Ivas sold 40,000 shares of the business's stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $88.79, for a total value of $3,551,600.00. Following the completion of the sale, the vice president owned 152,412 shares of the company's stock, valued at approximately $13,532,661.48. This trade represents a 20.79% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 812,000 shares of company stock worth $77,703,320. Insiders own 1.67% of the company's stock.

Institutional Investors Weigh In On Amphenol

Several institutional investors and hedge funds have recently added to or reduced their stakes in APH. Norges Bank bought a new stake in Amphenol during the second quarter worth $2,104,244,000. Bank of America Corp DE lifted its stake in Amphenol by 294.0% during the fourth quarter. Bank of America Corp DE now owns 24,953,591 shares of the electronics maker's stock worth $1,733,027,000 after purchasing an additional 18,619,417 shares during the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of Amphenol by 36.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 58,911,813 shares of the electronics maker's stock worth $4,091,426,000 after buying an additional 15,837,407 shares in the last quarter. T. Rowe Price Investment Management Inc. increased its holdings in shares of Amphenol by 196.3% during the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker's stock worth $1,098,190,000 after buying an additional 11,092,282 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Amphenol by 639.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker's stock worth $574,500,000 after buying an additional 7,573,750 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

About Amphenol

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.

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