SG Trading Solutions LLC Makes New Investment in Amphenol Corporation $APH

SG Trading Solutions LLC acquired a new stake in Amphenol Corporation (NYSE:APH) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 3,469 shares of the electronics maker’s stock, valued at approximately $469,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vermillion & White Wealth Management Group LLC raised its stake in Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 113 shares during the period. Riggs Asset Managment Co. Inc. boosted its position in Amphenol by 200.0% during the second 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 period. Tucker Asset Management LLC bought a new position in shares of Amphenol in the fourth quarter valued at about $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol during the 4th quarter worth about $27,000. Finally, Lloyd Advisory Services LLC. acquired a new position in Amphenol in the 4th quarter valued at about $29,000. 97.01% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders sold 130,775 shares of company stock valued at $18,709,350 over the last quarter. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of Amphenol stock opened at $164.23 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The company has a market cap of $202.05 billion, a PE ratio of 47.19, a price-to-earnings-growth ratio of 1.44 and a beta of 1.27. The company has a 50 day moving average of $142.92 and a 200-day moving average of $140.36. Amphenol Corporation has a 1-year low of $92.98 and a 1-year high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $7.08 billion. During the same period in the previous year, the business earned $0.63 earnings per share. The company’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on APH shares. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Rothschild & Co Redburn boosted their price target on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and issued a $198.00 price objective on shares of Amphenol in a report on Monday, June 8th. JPMorgan Chase & Co. increased their price objective on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Finally, Truist Financial boosted their target price on shares of Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $178.07.

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.