Zacks Research Issues Positive Outlook for Amphenol Earnings

Amphenol Corporation (NYSE:APH) – Analysts at Zacks Research lifted their FY2026 earnings estimates for shares of Amphenol in a report released 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 prior forecast 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.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The company had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same quarter last year, the business earned $0.44 EPS. Amphenol’s revenue for the quarter was up 56.5% on a year-over-year basis.

A number of other equities analysts also recently commented on the stock. TD Securities raised their target price on shares of Amphenol from $63.00 to $70.00 and gave the company a “hold” rating in a research note on Thursday, May 1st. UBS Group raised their target price on shares of Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. US Capital Advisors set a $85.00 target price on shares of Amphenol in a research note on Thursday, April 24th. Citigroup raised their target price on shares of Amphenol from $115.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Finally, Truist Financial raised their target price on shares of Amphenol from $102.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Four equities research analysts have rated the stock with a hold rating and nine have given a buy rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $104.92.

Amphenol Stock Performance

Shares of APH stock opened at $109.20 on Friday. The company’s fifty day simple moving average is $100.89 and its 200-day simple moving average is $82.20. Amphenol has a 52 week low of $56.45 and a 52 week high of $112.35. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. The company has a market cap of $133.32 billion, a PE ratio of 43.51, a P/E/G ratio of 1.78 and a beta of 1.13.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be paid a dividend of $0.165 per share. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is currently 26.29%.

Insiders Place Their Bets

In other news, VP Michael R. Ivas sold 40,000 shares of the business’s stock in a transaction dated 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. The trade was a 20.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP David M. Silverman sold 100,000 shares of the business’s stock in a transaction dated Friday, May 30th. The stock was sold at an average price of $89.09, for a total transaction of $8,909,000.00. Following the completion of the sale, the vice president directly owned 12,500 shares of the company’s stock, valued at $1,113,625. The trade was a 88.89% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 812,000 shares of company stock valued at $77,703,320 over the last ninety days. Insiders own 1.67% of the company’s stock.

Institutional Investors Weigh In On Amphenol

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Bell Investment Advisors Inc increased its position in shares of Amphenol by 19.2% in the 2nd quarter. Bell Investment Advisors Inc now owns 591 shares of the electronics maker’s stock worth $58,000 after purchasing an additional 95 shares during the last quarter. CENTRAL TRUST Co grew its position in shares of Amphenol by 9.4% during the 2nd quarter. CENTRAL TRUST Co now owns 1,146 shares of the electronics maker’s stock valued at $113,000 after buying an additional 98 shares during the last quarter. Tranquility Partners LLC grew its position in shares of Amphenol by 0.8% during the 2nd quarter. Tranquility Partners LLC now owns 13,386 shares of the electronics maker’s stock valued at $1,322,000 after buying an additional 107 shares during the last quarter. EWA LLC grew its position in shares of Amphenol by 2.3% during the 2nd quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock valued at $514,000 after buying an additional 115 shares during the last quarter. Finally, Coign Capital Advisors LLC grew its position in shares of Amphenol by 1.1% during the 2nd quarter. Coign Capital Advisors LLC now owns 10,561 shares of the electronics maker’s stock valued at $1,043,000 after buying an additional 116 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Company Profile

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.