Amphenol (NYSE:APH) Coverage Initiated at Jefferies Financial Group

Investment analysts at Jefferies Financial Group assumed coverage on shares of Amphenol (NYSE:APH) in a research report issued on Tuesday, Marketbeat reports. The firm set a “buy” rating and a $145.00 price target on the electronics maker’s stock. Jefferies Financial Group’s target price would indicate a potential upside of 13.49% from the company’s previous close.

APH has been the topic of several other research reports. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a report on Friday, January 9th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Truist Financial set a $182.00 target price on Amphenol in a research report on Tuesday, January 13th. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Twelve investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $151.87.

Amphenol Trading Up 1.1%

Shares of Amphenol stock opened at $127.76 on Tuesday. The business has a 50 day moving average price of $139.37 and a 200 day moving average price of $136.04. The company has a market capitalization of $157.04 billion, a P/E ratio of 38.25, a P/E/G ratio of 1.34 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol has a 1 year low of $56.45 and a 1 year high of $167.04.

Amphenol (NYSE:APH) last released its quarterly earnings data 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 the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. Amphenol’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Sell-side analysts anticipate that Amphenol will post 2.36 EPS for the current fiscal year.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were 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 in the company, valued at approximately $283,863,955.89. This trade 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 owned by company insiders.

Hedge Funds Weigh In On Amphenol

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. J. Stern & Co. LLP raised its stake in shares of Amphenol by 9,435.8% in the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares during the last quarter. Norges Bank acquired a new stake in Amphenol during the 4th quarter valued at $3,052,145,000. JPMorgan Chase & Co. increased its holdings in Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Capital International Investors boosted its stake in Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Finally, Capital Research Global Investors grew its holdings in shares of Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

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.