Kestra Advisory Services LLC Raises Stock Position in Amphenol Corporation $APH

Kestra Advisory Services LLC grew its holdings in Amphenol Corporation (NYSE:APH) by 19.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 67,493 shares of the electronics maker’s stock after acquiring an additional 11,071 shares during the period. Kestra Advisory Services LLC’s holdings in Amphenol were worth $8,528,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in APH. Azzad Asset Management Inc. ADV lifted its holdings in Amphenol by 1,004.9% in the 1st quarter. Azzad Asset Management Inc. ADV now owns 21,878 shares of the electronics maker’s stock worth $2,764,000 after purchasing an additional 19,898 shares in the last quarter. Munich Reinsurance Co Stock Corp in Munich grew its holdings in Amphenol by 9.1% during the 1st quarter. Munich Reinsurance Co Stock Corp in Munich now owns 293,108 shares of the electronics maker’s stock valued at $37,034,000 after buying an additional 24,393 shares in the last quarter. CFS Investment Advisory Services LLC bought a new stake in shares of Amphenol during the first quarter valued at approximately $200,000. Oregon Public Employees Retirement Fund lifted its holdings in shares of Amphenol by 0.3% in the first quarter. Oregon Public Employees Retirement Fund now owns 140,669 shares of the electronics maker’s stock worth $17,774,000 after buying an additional 442 shares in the last quarter. Finally, PCB Capital LLC boosted its position in shares of Amphenol by 3.6% during the first quarter. PCB Capital LLC now owns 10,365 shares of the electronics maker’s stock worth $1,310,000 after acquiring an additional 364 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Down 1.9%

Shares of NYSE APH opened at $156.06 on Tuesday. 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 $178.52. The firm’s 50-day moving average price is $148.18 and its 200-day moving average price is $143.57. The stock has a market capitalization of $191.99 billion, a price-to-earnings ratio of 44.85, a P/E/G ratio of 1.39 and a beta of 1.24.

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%.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction 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 sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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.

Analyst Ratings Changes

Several research firms recently weighed in on APH. Piper Sandler set a $165.00 target price on shares of Amphenol in a research note on Tuesday, March 17th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Truist Financial raised their price objective on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Seaport Research Partners reaffirmed a “buy” rating and issued a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Finally, Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $186.00.

Amphenol 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.