Westerkirk Capital Inc. Has $913,000 Stock Position in Amphenol Corporation $APH

Westerkirk Capital Inc. decreased its position in shares of Amphenol Corporation (NYSE:APH) by 53.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,758 shares of the electronics maker’s stock after selling 7,845 shares during the period. Westerkirk Capital Inc.’s holdings in Amphenol were worth $913,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of APH. Norges Bank acquired a new stake in Amphenol during the fourth quarter valued at $3,052,145,000. JPMorgan Chase & Co. boosted its position in Amphenol by 102.7% during the fourth 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. Capital International Investors boosted its position in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the last quarter. Capital Research Global Investors boosted its position in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after purchasing an additional 8,021,284 shares during the last quarter. Finally, Jennison Associates LLC boosted its position in Amphenol by 340.8% during the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after purchasing an additional 7,930,532 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last 90 days. Insiders own 1.42% of the company’s stock.

Amphenol Price Performance

NYSE APH opened at $143.57 on Tuesday. Amphenol Corporation has a fifty-two week low of $91.06 and a fifty-two week high of $167.04. The stock’s 50-day moving average is $137.44 and its two-hundred day moving average is $139.07. 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 firm has a market cap of $176.62 billion, a P/E ratio of 41.26, a price-to-earnings-growth ratio of 1.22 and a beta of 1.27.

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

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be paid 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 0.7%. Amphenol’s payout ratio is presently 28.74%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Jefferies Financial Group lifted their price objective on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Seaport Research Partners restated a “buy” rating and set a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Barclays restated an “overweight” rating and set a $198.00 target price on shares of Amphenol in a report on Monday. UBS Group restated a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Finally, Truist Financial raised their target price on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Company 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.