3,777 Shares in Amphenol Corporation $APH Acquired by Severin Investments LLC

Severin Investments LLC bought a new position in shares of Amphenol Corporation (NYSE:APH) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,777 shares of the electronics maker’s stock, valued at approximately $510,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. DSG Capital Advisors LLC increased its holdings in shares of Amphenol by 230.9% in the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after buying an additional 7,458 shares in the last quarter. Generali Asset Management SPA SGR increased its holdings in shares of Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares in the last quarter. Oppenheimer Asset Management Inc. increased its holdings in shares of Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after buying an additional 26,175 shares in the last quarter. Regents Gate Capital LLP increased its holdings in shares of Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares in the last quarter. Finally, Convergence Investment Partners LLC increased its holdings in shares of Amphenol by 59.9% in the third quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock valued at $2,388,000 after buying an additional 7,230 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

APH has been the topic of several research reports. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a report on Wednesday. UBS Group reiterated a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. The Goldman Sachs Group lifted their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Truist Financial lifted their price objective on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol presently has a consensus rating of “Moderate Buy” and an average price target of $176.53.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last three months. Corporate insiders own 1.42% of the company’s stock.

Amphenol Trading Up 0.5%

Amphenol stock opened at $140.22 on Thursday. The company’s fifty day simple moving average is $134.67 and its 200-day simple moving average is $138.60. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $87.84 and a 12 month high of $167.04. The stock has a market cap of $172.50 billion, a P/E ratio of 40.29, a P/E/G ratio of 1.22 and a beta of 1.29.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% on a year-over-year basis. During the same period in the previous year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors 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 yield of 0.7%. Amphenol’s dividend payout ratio 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.