Cumberland Partners Ltd Has $30.84 Million Position in Amphenol Corporation $APH

Cumberland Partners Ltd lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 60.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 244,081 shares of the electronics maker’s stock after acquiring an additional 91,976 shares during the period. Amphenol makes up about 2.3% of Cumberland Partners Ltd’s investment portfolio, making the stock its 14th biggest position. Cumberland Partners Ltd’s holdings in Amphenol were worth $30,840,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in APH. Vanguard Group Inc. raised its holdings in shares of Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after buying an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP lifted its holdings in shares of Amphenol by 9,435.8% during the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares during the period. State Street Corp boosted its stake in shares of Amphenol by 1.6% in the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after purchasing an additional 888,526 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares during the last quarter. Finally, Geode Capital Management LLC boosted its position in Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after buying an additional 748,813 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on APH shares. Rothschild & Co Redburn lifted 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. Citigroup restated a “buy” rating and issued a $195.00 target price (up from $180.00) on shares of Amphenol in a research note on Monday, July 13th. JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Truist Financial boosted their target price on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $186.00.

Amphenol Trading Down 3.1%

Shares of NYSE APH opened at $152.59 on Friday. Amphenol Corporation has a fifty-two week low of $102.76 and a fifty-two week high of $178.52. The firm has a market capitalization of $187.72 billion, a P/E ratio of 43.85, a P/E/G ratio of 1.35 and a beta of 1.24. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The company’s 50 day simple moving average is $152.74 and its 200 day simple moving average is $144.66.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the prior year, the business posted $0.63 EPS. The firm’s quarterly 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, analysts predict that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

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.