Amphenol Corporation $APH Shares Bought by BAM Wealth Management LLC

BAM Wealth Management LLC lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 309.1% during the fourth quarter, Holdings Channel reports. The fund owned 8,116 shares of the electronics maker’s stock after purchasing an additional 6,132 shares during the quarter. Amphenol accounts for 0.8% of BAM Wealth Management LLC’s investment portfolio, making the stock its 27th largest holding. BAM Wealth Management LLC’s holdings in Amphenol were worth $1,097,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of APH. State Street Corp grew its stake in Amphenol by 1.2% during the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after purchasing an additional 676,797 shares in the last quarter. Capital International Investors raised its position in shares of Amphenol by 446.9% in the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Capital Research Global Investors boosted its stake in shares of Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after buying an additional 8,021,284 shares during the last quarter. Invesco Ltd. boosted its stake in shares of Amphenol by 14.4% during the 3rd quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock valued at $1,121,801,000 after buying an additional 1,143,513 shares during the last quarter. Finally, Legal & General Group Plc grew its position in shares of Amphenol by 12.5% during the third quarter. Legal & General Group Plc now owns 8,334,138 shares of the electronics maker’s stock worth $1,031,350,000 after buying an additional 928,994 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of APH opened at $128.05 on Monday. The business’s fifty day moving average price is $138.42 and its 200 day moving average price is $136.29. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The stock has a market capitalization of $157.40 billion, a PE ratio of 38.34, a price-to-earnings-growth ratio of 1.35 and a beta of 1.25. 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 (NYSE:APH) last released its 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 during the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same quarter 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. Equities research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on APH. Jefferies Financial Group started coverage on shares of Amphenol in a report on Tuesday, March 31st. They issued a “buy” rating and a $145.00 price target on the stock. Piper Sandler set a $165.00 price objective on shares of Amphenol in a report on Tuesday, March 17th. Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Truist Financial set a $182.00 target price on shares of Amphenol in a research note on Tuesday, January 13th. Finally, US Capital Advisors set a $165.00 price target on Amphenol in a research note on Friday, January 9th. Twelve research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $151.87.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.67% of the stock is currently owned by company insiders.

Amphenol 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.