Amphenol (NYSE:APH) Hits New 12-Month High - Here's Why

Key Points

• Amphenol shares reached a new 52-week high, trading as high as $89.48, supported by a consensus analyst rating of “Moderate Buy” and an average price target of $97.76.
• The company reported strong quarterly results, with EPS of $0.68 versus the $0.60 estimate and revenue of $8.76 billion, up 55% year over year. Amphenol also issued Q3 2026 EPS guidance of $1.40–$1.42.
• Amphenol declared a quarterly dividend of $0.25 per share, representing a 1.1% yield, while insiders—including the CEO and CFO—sold more than 2.09 million shares valued at approximately $172.3 million over the past 90 days.

Shares of Amphenol Corporation (NYSE:APH - Get Free Report) reached a new 52-week high during mid-day trading on Tuesday. The company traded as high as $89.48 and last traded at $88.7630, with a volume of 1311830 shares trading hands. The stock had previously closed at $87.27.

Analyst Upgrades and Downgrades

APH has been the subject of several research analyst reports. TD Cowen reduced their target price on Amphenol from $175.00 to $90.00 and set a "hold" rating for the company in a research note on Wednesday, September 9th. Robert W. Baird raised their price target on Amphenol from $88.50 to $95.00 and gave the stock an "outperform" rating in a report on Monday, July 13th. Truist Financial increased their target price on Amphenol from $100.00 to $107.50 and gave the stock a "buy" rating in a research report on Thursday, July 30th. Wall Street Zen upgraded shares of Amphenol from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, Citigroup reissued a "buy" rating on shares of Amphenol in a research note on Monday, September 14th. Sixteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $97.76.

Amphenol Stock Performance

The stock has a market cap of $220.17 billion, a price-to-earnings ratio of 44.76, a PEG ratio of 1.21 and a beta of 1.23. The company's 50 day simple moving average is $81.59 and its 200 day simple moving average is $75.74. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.41 and a current ratio of 1.89.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $0.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.60 by $0.08. The business had revenue of $8.76 billion during the quarter, compared to analysts' expectations of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The business's revenue was up 55.0% on a year-over-year basis. During the same period last year, the firm posted $0.41 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. On average, equities research analysts anticipate that Amphenol Corporation will post 2.66 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 14th. Investors of record on Tuesday, September 22nd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, September 22nd. This represents a $1.00 annualized dividend and a yield of 1.1%. Amphenol's dividend payout ratio (DPR) is currently 25.00%.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Norwitt sold 372,208 shares of the business's stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $81.14, for a total value of $30,199,096.08. Following the sale, the chief executive officer directly owned 1,728,354 shares in the company, valued at $140,230,001.79. The trade was a 17.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Craig Lampo sold 386,400 shares of the firm's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $83.66, for a total transaction of $32,324,292.00. Following the sale, the chief financial officer owned 181,330 shares of the company's stock, valued at $15,169,161.15. The trade was a 68.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,098,608 shares of company stock valued at $172,316,688 in the last ninety days. 1.42% of the stock is owned by insiders.

Institutional Investors Weigh In On Amphenol

Large investors have recently made changes to their positions in the company. Central Pacific Bank Trust Division boosted its stake in Amphenol by 126.9% in the 3rd quarter. Central Pacific Bank Trust Division now owns 65,502 shares of the electronics maker's stock worth $5,522,000 after purchasing an additional 36,630 shares during the period. Rosenberg Matthew Hamilton lifted its holdings in shares of Amphenol by 625.5% in the third quarter. Rosenberg Matthew Hamilton now owns 1,966 shares of the electronics maker's stock valued at $166,000 after purchasing an additional 1,695 shares in the last quarter. Tompkins Financial Corp grew its holdings in shares of Amphenol by 100.0% during the third quarter. Tompkins Financial Corp now owns 422 shares of the electronics maker's stock valued at $36,000 after buying an additional 211 shares in the last quarter. Neville Rodie & Shaw Inc. grew its stake in Amphenol by 161.9% during the 3rd quarter. Neville Rodie & Shaw Inc. now owns 34,585 shares of the electronics maker's stock valued at $2,996,000 after acquiring an additional 21,380 shares in the last quarter. Finally, Ferguson Wellman Capital Management Inc. increased its holdings in shares of Amphenol by 106.6% in the 3rd quarter. Ferguson Wellman Capital Management Inc. now owns 4,219 shares of the electronics maker's stock valued at $356,000 after purchasing an additional 2,177 shares during the period. Institutional investors and hedge funds own 97.01% of the company's stock.

Amphenol Company Profile

Amphenol Corporation NYSE: APH designs, manufactures and markets electrical, electronic and fiber-optic connectors, interconnect systems, sensors and antenna solutions. Its products enable the transmission of power, signals and data in applications that include high-speed communications, industrial equipment, transportation systems and electronic devices.

The company serves a broad range of end markets, including aerospace and defense, automotive, information technology and data communications, mobile networks, industrial automation, medical equipment and commercial electronics.

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