Groupama Asset Managment Lowers Stock Holdings in Amphenol Corporation $APH

Groupama Asset Managment reduced its holdings in Amphenol Corporation (NYSE:APH) by 53.6% during the 1st quarter, Holdings Channel reports. The firm owned 11,589 shares of the electronics maker’s stock after selling 13,370 shares during the quarter. Groupama Asset Managment’s holdings in Amphenol were worth $1,464,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Clal Insurance Enterprises Holdings Ltd lifted its position in shares of Amphenol by 85.0% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock valued at $25,000 after buying an additional 91 shares in the last quarter. Vermillion & White Wealth Management Group LLC increased its holdings in Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 113 shares in the last quarter. Riggs Asset Managment Co. Inc. raised its position in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares during the period. Tucker Asset Management LLC acquired a new position in Amphenol during the fourth quarter worth $26,000. Finally, HHM Wealth Advisors LLC purchased a new position in Amphenol during the first quarter valued at $27,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
• Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
• Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
• Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
• Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Amphenol Stock Up 0.6%

Shares of APH opened at $160.72 on Friday. Amphenol Corporation has a 52-week low of $102.76 and a 52-week high of $178.52. 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 stock has a fifty day simple moving average of $155.61 and a two-hundred day simple moving average of $145.14. The company has a market capitalization of $197.73 billion, a PE ratio of 40.28, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, beating 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 firm had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same quarter in the previous year, the company posted $0.81 EPS. The company’s revenue was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, equities analysts forecast that Amphenol Corporation will post 5.13 EPS for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s payout ratio is presently 25.06%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on APH shares. UBS Group reiterated a “buy” rating and issued a $197.00 target price (up from $185.00) on shares of Amphenol in a research report on Thursday. The Goldman Sachs Group raised their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Barclays reiterated an “overweight” rating and issued a $200.00 price objective (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. Rothschild & Co Redburn increased their target price on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $191.67.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’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 transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. This trade represents a 0.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.42% of the stock is currently owned by company insiders.

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.