Pinnbrook Capital Management LP Increases Stock Holdings in Amphenol Corporation $APH

Pinnbrook Capital Management LP grew its position in shares of Amphenol Corporation (NYSE:APH) by 108.4% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 65,253 shares of the electronics maker’s stock after buying an additional 33,937 shares during the quarter. Amphenol makes up approximately 0.9% of Pinnbrook Capital Management LP’s portfolio, making the stock its 25th largest holding. Pinnbrook Capital Management LP’s holdings in Amphenol were worth $8,075,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of APH. Financial Management Professionals Inc. increased its holdings in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares during the period. Riggs Asset Managment Co. Inc. grew its position in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in Amphenol in the second quarter valued at $26,000. Alpine Bank Wealth Management acquired a new position in Amphenol in the third quarter valued at $30,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Amphenol in the second quarter valued at about $31,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Price Performance

Shares of NYSE:APH opened at $133.99 on Friday. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The company has a 50-day moving average price of $144.23 and a 200 day moving average price of $134.50. The company has a market cap of $164.70 billion, a P/E ratio of 40.12, a PEG ratio of 1.39 and a beta of 1.20. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm’s quarterly revenue was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on APH shares. US Capital Advisors set a $165.00 price target on Amphenol in a report on Friday, January 9th. Evercore reiterated an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a research note on Tuesday, January 20th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. JPMorgan Chase & Co. upped their price target on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Finally, UBS Group reiterated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction on Thursday, February 12th. The stock was 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 approximately $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 can be accessed through this link. Insiders own 1.67% of the company’s stock.

About Amphenol

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.