Avity Investment Management Inc. Decreases Stock Position in Amphenol Corporation $APH

Avity Investment Management Inc. decreased its position in shares of Amphenol Corporation (NYSE:APH) by 11.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 491,204 shares of the electronics maker’s stock after selling 61,053 shares during the period. Amphenol makes up approximately 4.7% of Avity Investment Management Inc.’s investment portfolio, making the stock its 2nd biggest position. Avity Investment Management Inc.’s holdings in Amphenol were worth $66,381,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Grant Private Wealth Management Inc purchased a new stake in Amphenol in the 3rd quarter worth $515,000. DSG Capital Advisors LLC increased its holdings in shares of Amphenol by 230.9% in the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after purchasing an additional 7,458 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its position in shares of Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after buying an additional 26,175 shares in the last quarter. Estate Counselors LLC purchased a new stake in shares of Amphenol in the third quarter worth about $3,831,000. Finally, Regents Gate Capital LLP boosted its stake in Amphenol by 54.8% during the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Trading Up 0.6%

APH stock opened at $123.81 on Friday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The stock has a market capitalization of $152.19 billion, a price-to-earnings ratio of 37.07, a price-to-earnings-growth ratio of 1.30 and a beta of 1.20. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The firm’s fifty day simple moving average is $141.14 and its two-hundred day simple moving average is $135.80.

Amphenol (NYSE:APH) last released 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. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the business earned $0.55 EPS. The business’s revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently announced 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. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is 29.94%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer 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 transaction was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 1.67% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on APH shares. UBS Group reaffirmed a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. JPMorgan Chase & Co. raised their target price on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday, January 27th. Piper Sandler set a $165.00 price target on shares of Amphenol in a research report on Tuesday, March 17th. Barclays reiterated an “overweight” rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Finally, Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Eleven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and an average price target of $152.36.

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.