Amphenol Corporation $APH Shares Bought by CCLA Investment Management

CCLA Investment Management increased its holdings in Amphenol Corporation (NYSE:APH) by 47.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 359,535 shares of the electronics maker’s stock after purchasing an additional 115,659 shares during the quarter. CCLA Investment Management’s holdings in Amphenol were worth $48,591,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC raised its stake in Amphenol by 11.1% in the 4th quarter. Hager Investment Management Services LLC now owns 24,210 shares of the electronics maker’s stock valued at $3,272,000 after purchasing an additional 2,423 shares during the last quarter. Prime Capital Investment Advisors LLC raised its stake in Amphenol by 44.8% in the 4th quarter. Prime Capital Investment Advisors LLC now owns 9,248 shares of the electronics maker’s stock valued at $1,250,000 after purchasing an additional 2,862 shares during the last quarter. Seascape Capital Management raised its stake in Amphenol by 19.4% in the 4th quarter. Seascape Capital Management now owns 24,966 shares of the electronics maker’s stock valued at $3,374,000 after purchasing an additional 4,055 shares during the last quarter. Perfromance Wealth Partners LLC acquired a new position in Amphenol in the 4th quarter valued at about $455,000. Finally, Indiana Trust & Investment Management Co raised its stake in Amphenol by 3,668.6% in the 4th quarter. Indiana Trust & Investment Management Co now owns 13,190 shares of the electronics maker’s stock valued at $1,782,000 after purchasing an additional 12,840 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred 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 completion of the sale, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.67% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on APH. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Tuesday, March 17th. Citigroup boosted their price target on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Piper Sandler set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, March 17th. 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 company currently has an average rating of “Moderate Buy” and a consensus target price of $151.87.

Amphenol Trading Up 5.3%

APH stock opened at $135.20 on Thursday. The company has a market cap of $166.18 billion, a price-to-earnings ratio of 40.48, a PEG ratio of 1.35 and a beta of 1.25. 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 business has a fifty day simple moving average of $136.85 and a 200-day simple moving average of $136.34. Amphenol Corporation has a 52 week low of $59.16 and a 52 week high of $167.04.

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 analysts’ consensus estimates of $0.93 by $0.04. The firm 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%. The company’s revenue was up 49.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities research analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The firm also recently announced 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 yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

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.