Amphenol Corporation $APH Shares Sold by Mar Vista Investment Partners LLC

Mar Vista Investment Partners LLC trimmed its stake in Amphenol Corporation (NYSE:APH) by 3.9% during the third quarter, Holdings Channel.com reports. The fund owned 406,710 shares of the electronics maker’s stock after selling 16,485 shares during the period. Amphenol accounts for about 4.4% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 7th biggest position. Mar Vista Investment Partners LLC’s holdings in Amphenol were worth $50,330,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Financial Management Professionals Inc. boosted its position in shares of Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after buying an additional 90 shares during the period. Riggs Asset Managment Co. Inc. raised its holdings in shares of Amphenol by 200.0% in 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 during the period. Howard Hughes Medical Institute acquired a new position in Amphenol during the 2nd quarter worth about $26,000. Alpine Bank Wealth Management purchased a new position in Amphenol during the 3rd quarter valued at about $30,000. Finally, Evolution Wealth Management Inc. acquired a new position in Amphenol in the 2nd quarter valued at about $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction 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 completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The SEC filing for this sale provides additional information. 1.67% of the stock is owned by insiders.

Amphenol Stock Performance

NYSE:APH opened at $152.57 on Thursday. The firm has a market capitalization of $187.54 billion, a PE ratio of 45.68, a price-to-earnings-growth ratio of 1.60 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The business’s fifty day moving average price is $144.28 and its 200 day moving average price is $132.48. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04.

Amphenol (NYSE:APH) last released 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. The business 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%.The business’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on APH shares. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research report on Friday, January 9th. Barclays reaffirmed an “overweight” rating and set a $175.00 target price (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. UBS Group reissued a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Citigroup boosted their price target on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Company 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.