Foster Dykema Cabot & Partners LLC Decreases Stake in Amphenol Corporation $APH

Foster Dykema Cabot & Partners LLC trimmed its holdings in Amphenol Corporation (NYSE:APH) by 0.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 601,421 shares of the electronics maker’s stock after selling 4,794 shares during the quarter. Amphenol comprises 4.9% of Foster Dykema Cabot & Partners LLC’s portfolio, making the stock its 4th biggest holding. Foster Dykema Cabot & Partners LLC’s holdings in Amphenol were worth $74,515,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Financial Management Professionals Inc. increased its position in Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. lifted its position in shares of 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 purchasing an additional 168 shares in the last quarter. Howard Hughes Medical Institute acquired a new position in shares of Amphenol during the second quarter worth approximately $26,000. Alpine Bank Wealth Management bought a new stake in shares of Amphenol during the third quarter valued at approximately $30,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of Amphenol in the second quarter valued at approximately $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Down 3.2%

NYSE:APH opened at $131.86 on Friday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The firm has a market capitalization of $162.08 billion, a price-to-earnings ratio of 39.48, a PEG ratio of 1.44 and a beta of 1.20. The business’s 50-day moving average price is $144.44 and its two-hundred day moving average price is $133.62.

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

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be issued 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 payout ratio is currently 29.94%.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. UBS Group restated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Truist Financial set a $182.00 target price on Amphenol in a research note on Tuesday, January 13th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Barclays reaffirmed an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Finally, US Capital Advisors set a $165.00 price target on Amphenol in a report on Friday, January 9th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price 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.