Stephens Inc. AR Reduces Stock Position in Amphenol Corporation $APH

Stephens Inc. AR trimmed its stake in shares of Amphenol Corporation (NYSE:APH) by 1.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 246,384 shares of the electronics maker’s stock after selling 3,461 shares during the period. Stephens Inc. AR’s holdings in Amphenol were worth $31,131,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of APH. J. Stern & Co. LLP boosted its position in 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 worth $10,374,670,000 after purchasing an additional 75,964,718 shares in the last quarter. Norges Bank acquired a new position in shares of Amphenol during the 4th quarter worth $3,052,145,000. JPMorgan Chase & Co. grew its stake in Amphenol by 102.7% in 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 acquiring an additional 17,387,536 shares during the last quarter. Capital International Investors increased its holdings in Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares in the last quarter. Finally, Capital Research Global Investors raised 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 worth $1,920,982,000 after acquiring an additional 8,021,284 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 17,500 shares of the business’s stock in a transaction that occurred 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. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last ninety days. 1.42% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have recently commented on APH. Barclays reiterated an “overweight” rating and issued a $198.00 price target on shares of Amphenol in a research report on Monday, June 8th. BNP Paribas Exane upped their target price on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday, May 28th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, Citigroup reaffirmed a “buy” rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $178.07.

Amphenol Trading Down 0.1%

Shares of Amphenol stock opened at $164.40 on Monday. The firm has a market cap of $202.25 billion, a PE ratio of 47.24, a P/E/G ratio of 1.44 and a beta of 1.24. 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 fifty-two week low of $95.19 and a fifty-two week high of $178.52. The business’s fifty day moving average is $146.71 and its two-hundred day moving average is $142.39.

Amphenol (NYSE:APH) last released its 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. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same period in the prior year, the firm posted $0.63 earnings per share. The business’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. 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.