First National Advisers LLC Sells 11,610 Shares of Amphenol Corporation $APH

First National Advisers LLC decreased its stake in shares of Amphenol Corporation (NYSE:APH) by 21.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 42,215 shares of the electronics maker’s stock after selling 11,610 shares during the period. First National Advisers LLC’s holdings in Amphenol were worth $5,225,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of APH. Brighton Jones LLC boosted its holdings in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its stake in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares during the period. Bison Wealth LLC increased its position in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the period. Balefire LLC acquired a new stake in shares of Amphenol during the second quarter worth $314,000. Finally, Dynamic Advisor Solutions LLC grew its stake in shares of Amphenol by 17.9% in the second quarter. Dynamic Advisor Solutions LLC now owns 15,598 shares of the electronics maker’s stock valued at $1,540,000 after acquiring an additional 2,369 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts and screens suggest Amphenol is likely to beat upcoming earnings again — the company has a strong surprise history and the key inputs (revenue momentum, pricing/volume leverage) line up for another upside to estimates. Why Amphenol (APH) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Multiple pieces point to Amphenol as a top long‑term growth stock on strong seculars (data centers, telecom, industrial), supported by Zacks style scores and recurring revenue mix. Why Amphenol (APH) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Market commentary ties the recent rally to surging AI/data‑center spending — Amphenol’s fiber‑optic connectors and cables are seeing accelerated demand, helping push the stock to a 52‑week high. Amphenol Corporation (APH) Surged Following the Demand Uptick
• Positive Sentiment: Coverage comparing data‑center infrastructure names favors Amphenol for upside given its IT datacom growth and investments (e.g., liquid‑cooling components), highlighting relative upside vs. peers. VRT vs. APH: Which Data-Center Infrastructure Stock Is the Better Buy?
• Neutral Sentiment: Company announced details of an open offer for ADC India Communications Limited — a corporate-action update that may affect regional exposure but is not clearly material to near‑term U.S. EPS guidance. Amphenol Announces Details of Open Offer for ADC India Communications Limited
• Neutral Sentiment: Several commentary pieces (MSN, InsiderMonkey, IBD) recap the same themes — AI/data‑center demand and strong sales — amplifying market attention but adding limited new fundamental information. Data Center Play Spikes To Highs After 95% Annual Surge Amid AI Boom

Amphenol Stock Up 0.2%

NYSE APH opened at $154.57 on Friday. The business has a fifty day moving average price of $138.10 and a two-hundred day moving average price of $123.55. The stock has a market capitalization of $189.20 billion, a PE ratio of 51.52, a PEG ratio of 0.98 and a beta of 1.21. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $156.28. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.14. The company had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.Amphenol’s revenue was up 53.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. Equities analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Tuesday, December 16th. This is an increase from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s dividend payout ratio is 33.33%.

Insider Buying and Selling at Amphenol

In related news, VP David M. Silverman sold 120,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at $1,764,625. This represents a 90.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Lance E. D’amico sold 120,000 shares of the company’s stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $140.01, for a total transaction of $16,801,200.00. Following the transaction, the vice president owned 76,400 shares of the company’s stock, valued at $10,696,764. This trade represents a 61.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,063,194 shares of company stock worth $148,244,445 over the last 90 days. 1.67% of the stock is owned by corporate insiders.

Analyst Ratings Changes

APH has been the subject of several analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, October 8th. The Goldman Sachs Group reiterated a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research note on Thursday. Evercore ISI lifted their price objective on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. UBS Group reissued a “buy” rating and set a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday. Finally, Barclays raised Amphenol from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $143.00 to $156.00 in a research note on Monday. Eleven 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, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $146.46.

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.