EverSource Wealth Advisors LLC Has $1.79 Million Stake in Amphenol Corporation $APH

EverSource Wealth Advisors LLC increased its holdings in shares of Amphenol Corporation (NYSE:APH) by 32.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,144 shares of the electronics maker’s stock after acquiring an additional 3,476 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Amphenol were worth $1,787,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in APH. Brighton Jones LLC raised its position in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted 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 worth $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC boosted its holdings in shares of 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% in the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after buying an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC raised its holdings in Amphenol by 15.5% in 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 period. Institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

APH has been the subject of several research reports. Zacks Research upgraded shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Seaport Research Partners reissued a “buy” rating and set a $215.00 price target on shares of Amphenol in a report on Thursday, April 30th. JPMorgan Chase & Co. boosted their price target on Amphenol from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Finally, UBS Group reaffirmed a “buy” rating and issued a $197.00 price objective (up from $185.00) on shares of Amphenol in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $191.67.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 52,203 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $142.04, for a total transaction of $7,414,914.12. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $273,783,094.28. This trade represents a 2.64% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.42% of the stock is currently owned by company insiders.

Amphenol Stock Performance

NYSE APH opened at $160.33 on Friday. The company has a quick ratio of 1.26, a current ratio of 1.89 and a debt-to-equity ratio of 1.10. The company has a market capitalization of $197.24 billion, a P/E ratio of 40.18, a P/E/G ratio of 1.26 and a beta of 1.24. Amphenol Corporation has a 12-month low of $102.76 and a 12-month high of $178.52. The firm has a 50-day moving average price of $155.05 and a two-hundred day moving average price of $145.03.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, topping the consensus estimate of $1.19 by $0.16. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The company had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same period last year, the firm earned $0.81 earnings per share. The business’s revenue for the quarter was up 55.0% on a year-over-year basis. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Analysts anticipate that Amphenol Corporation will post 4.95 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s dividend payout ratio is currently 25.06%.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q2 results exceeded estimates: Amphenol reported adjusted EPS of $1.35, versus the $1.19 consensus estimate, while revenue reached $8.76 billion compared with expectations of $8.26 billion. Revenue increased 55% year over year, helped by strong IT datacom demand, broad organic growth and acquisitions. Amphenol earnings report
• Positive Sentiment: AI-related demand is supporting growth: Management highlighted record orders and accelerating demand for connectivity products used in artificial-intelligence infrastructure, contributing to a record quarter. AI connectivity growth article
• Positive Sentiment: Q3 outlook beat expectations: Amphenol forecast EPS of $1.40–$1.42 and revenue of $9.3–$9.4 billion, ahead of analyst estimates of $1.26 EPS and $8.6 billion in revenue. Amphenol Q2 results and outlook
• Positive Sentiment: Analyst sentiment improved: BNP Paribas Exane raised its price target to $215 from $200 and maintained an “outperform” rating. Citigroup raised its target to $210 from $195 with a “buy” rating, while Truist increased its target to $215 from $200 and also reiterated “buy.”
• Neutral Sentiment: Despite strong momentum, APH trades at a relatively elevated valuation, with a reported price-to-earnings ratio above 46, leaving the stock sensitive to any slowdown in AI infrastructure spending or disappointment in future guidance.
• Negative Sentiment: Broader market pressure from a sharp oil-price increase, geopolitical tensions and concerns ahead of the Federal Reserve’s decision created a less supportive backdrop for technology and growth stocks, although company-specific earnings strength outweighed those concerns.

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.