First Heartland Consultants Inc. Acquires New Holdings in Amphenol Corporation $APH

First Heartland Consultants Inc. acquired a new position in Amphenol Corporation (NYSE:APH) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 3,919 shares of the electronics maker’s stock, valued at approximately $530,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. SG Americas Securities LLC boosted its position in Amphenol by 6,279.8% during the 4th quarter. SG Americas Securities LLC now owns 1,054,830 shares of the electronics maker’s stock valued at $142,550,000 after acquiring an additional 1,038,296 shares in the last quarter. Assenagon Asset Management S.A. raised its position in shares of Amphenol by 6.5% in the 4th quarter. Assenagon Asset Management S.A. now owns 28,168 shares of the electronics maker’s stock worth $3,807,000 after acquiring an additional 1,708 shares in the last quarter. Park Place Capital Corp lifted its stake in shares of Amphenol by 504.1% during the 4th quarter. Park Place Capital Corp now owns 15,821 shares of the electronics maker’s stock worth $2,138,000 after purchasing an additional 13,202 shares during the last quarter. Diversified Trust Co. boosted its position in Amphenol by 115.9% during the fourth quarter. Diversified Trust Co. now owns 17,899 shares of the electronics maker’s stock valued at $2,419,000 after purchasing an additional 9,609 shares in the last quarter. Finally, Inspirion Wealth Advisors LLC bought a new stake in Amphenol during the fourth quarter valued at about $378,000. Institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on APH shares. Piper Sandler set a $165.00 target price on shares of Amphenol in a report on Tuesday, March 17th. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday, January 27th. Barclays reaffirmed an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Truist Financial set a $182.00 target price on shares of Amphenol in a research note on Tuesday, January 13th. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average price target of $152.36.

Insiders Place Their Bets

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.67% of the company’s stock.

Amphenol Trading Down 2.1%

Shares of Amphenol stock opened at $127.88 on Wednesday. The firm’s 50 day simple moving average is $142.74 and its two-hundred day simple moving average is $135.85. The firm has a market capitalization of $157.19 billion, a price-to-earnings ratio of 38.29, a PEG ratio of 1.38 and a beta of 1.20. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. 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 (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same period in the previous year, the company earned $0.55 earnings per share. The business’s quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts predict that Amphenol Corporation will post 2.36 EPS for the current 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 paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

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.