Amphenol Corporation $APH Shares Bought by Gotham Asset Management LLC

Gotham Asset Management LLC lifted its stake in Amphenol Corporation (NYSE:APH) by 10.8% in the 4th quarter, Holdings Channel reports. The firm owned 353,888 shares of the electronics maker’s stock after purchasing an additional 34,578 shares during the quarter. Gotham Asset Management LLC’s holdings in Amphenol were worth $47,824,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. Brighton Jones LLC boosted its stake in Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC increased its stake in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the period. NewEdge Advisors LLC grew its stake in Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after purchasing an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC boosted its stake in Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after acquiring an additional 638 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Over the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by company insiders.

Analyst Ratings Changes

Several analysts recently commented on the stock. Rothschild & Co Redburn increased their target price on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. JPMorgan Chase & Co. upped their price target on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. BNP Paribas Exane boosted their target price on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. Finally, Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Stock Performance

NYSE APH opened at $160.75 on Thursday. Amphenol Corporation has a 52-week low of $92.54 and a 52-week high of $167.04. The stock has a market cap of $197.76 billion, a PE ratio of 46.19, a P/E/G ratio of 1.39 and a beta of 1.27. The firm has a 50-day moving average of $141.62 and a 200-day moving average of $140.03. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period last year, the firm earned $0.63 earnings per share. Amphenol’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 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 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s payout ratio is presently 28.74%.

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.