Torray Investment Partners LLC Sells 17,598 Shares of Amphenol Corporation $APH

Torray Investment Partners LLC decreased its stake in shares of Amphenol Corporation (NYSE:APH) by 21.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 64,103 shares of the electronics maker’s stock after selling 17,598 shares during the quarter. Amphenol makes up 1.2% of Torray Investment Partners LLC’s portfolio, making the stock its 27th largest position. Torray Investment Partners LLC’s holdings in Amphenol were worth $8,663,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. DSG Capital Advisors LLC grew its position in shares of Amphenol by 230.9% in the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after buying an additional 7,458 shares during the last quarter. Oppenheimer Asset Management Inc. grew its position in shares of Amphenol by 10.7% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after buying an additional 26,175 shares during the last quarter. Regents Gate Capital LLP grew its position in shares of Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after buying an additional 34,289 shares during the last quarter. Estate Counselors LLC purchased a new stake in Amphenol during the 3rd quarter worth approximately $3,831,000. Finally, Convergence Investment Partners LLC grew its position in Amphenol by 59.9% during the 3rd quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock worth $2,388,000 after purchasing an additional 7,230 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of NYSE APH traded up $1.75 during mid-day trading on Thursday, reaching $149.88. The company’s stock had a trading volume of 465,309 shares, compared to its average volume of 9,678,431. The stock has a 50-day moving average of $138.03 and a two-hundred day moving average of $138.01. The stock has a market capitalization of $184.27 billion, a P/E ratio of 44.90, a P/E/G ratio of 1.58 and a beta of 1.25. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. Amphenol Corporation has a 1-year low of $70.83 and a 1-year high of $167.04.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The company’s quarterly revenue was up 49.1% compared to the same quarter last year. During the same period in the prior year, the business earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities research analysts anticipate that Amphenol Corporation will post 4.34 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were issued a $0.25 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is currently 29.94%.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Corporate insiders own 1.67% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on APH. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Jefferies Financial Group initiated coverage on shares of Amphenol in a research report on Tuesday, March 31st. They set a “buy” rating and a $145.00 price objective for the company. Wall Street Zen upgraded shares of Amphenol from a “hold” rating to a “buy” rating in a research report on Saturday, April 11th. Finally, Piper Sandler set a $165.00 price objective on shares of Amphenol in a research report on Tuesday, March 17th. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $151.93.

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.