Blair William & Co. IL Cuts Stock Position in Amphenol Corporation $APH

Blair William & Co. IL cut its holdings in shares of Amphenol Corporation (NYSE:APH) by 7.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,751,514 shares of the electronics maker’s stock after selling 219,934 shares during the quarter. Amphenol makes up 0.9% of Blair William & Co. IL’s investment portfolio, making the stock its 20th largest holding. Blair William & Co. IL’s holdings in Amphenol were worth $340,500,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Legacy Capital Group California Inc. purchased a new position in shares of Amphenol in the 3rd quarter worth about $509,000. Neo Ivy Capital Management purchased a new stake in Amphenol during the third quarter worth about $2,205,000. Ramirez Asset Management Inc. bought a new stake in Amphenol in the third quarter worth about $87,000. Guardian Capital LP boosted its stake in Amphenol by 29.3% in the third quarter. Guardian Capital LP now owns 17,353 shares of the electronics maker’s stock valued at $2,147,000 after acquiring an additional 3,934 shares during the last quarter. Finally, Marietta Investment Partners LLC boosted its stake in Amphenol by 6.6% in the third quarter. Marietta Investment Partners LLC now owns 56,709 shares of the electronics maker’s stock valued at $7,018,000 after acquiring an additional 3,527 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.67% of the stock is currently owned by company insiders.

Amphenol Price Performance

NYSE:APH opened at $131.86 on Friday. The firm has a market capitalization of $162.08 billion, a price-to-earnings ratio of 39.48, a P/E/G ratio of 1.44 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock has a fifty day moving average of $144.44 and a 200 day moving average of $133.62. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company’s revenue was up 49.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is presently 29.94%.

Wall Street Analyst Weigh In

APH has been the subject of several research analyst reports. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Barclays reissued an “overweight” rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. UBS Group reissued a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Finally, US Capital Advisors set a $165.00 price target on Amphenol in a research note on Friday, January 9th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

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.