Goodman Advisory Group LLC Cuts Stake in Amphenol Corporation $APH

Goodman Advisory Group LLC lowered its stake in shares of Amphenol Corporation (NYSE:APH) by 27.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 21,292 shares of the electronics maker’s stock after selling 7,863 shares during the quarter. Goodman Advisory Group LLC’s holdings in Amphenol were worth $2,690,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of APH. Vermillion & White Wealth Management Group LLC grew its stake in Amphenol by 163.8% during the fourth 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 in the last quarter. Tucker Asset Management LLC bought a new stake in Amphenol in the 4th quarter valued at $26,000. Board of the Pension Protection Fund purchased a new stake in Amphenol in the 4th quarter worth $27,000. Lloyd Advisory Services LLC. bought a new position in shares of Amphenol during the 4th quarter valued at about $29,000. Finally, HHM Wealth Advisors LLC bought a new position in shares of Amphenol during the 1st quarter valued at about $27,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Down 0.9%

Shares of NYSE APH opened at $163.73 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. Amphenol Corporation has a 12-month low of $95.19 and a 12-month high of $168.75. The firm’s 50-day moving average price is $144.88 and its 200-day moving average price is $141.20. The stock has a market capitalization of $201.43 billion, a price-to-earnings ratio of 47.05, a P/E/G ratio of 1.43 and a beta of 1.27.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter last year, the business posted $0.63 earnings per share. The firm’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. On average, equities research analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s payout ratio is 28.74%.

Analysts Set New Price Targets

Several brokerages have recently issued reports on APH. Barclays reaffirmed an “overweight” rating and issued a $198.00 target price on shares of Amphenol in a report on Monday, June 8th. The Goldman Sachs Group increased their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Jefferies Financial Group lifted their price objective on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Fourteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $178.07.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Over the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% 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.