Expressive Wealth LLC Takes Position in Amphenol Corporation $APH

Expressive Wealth LLC bought a new stake in Amphenol Corporation (NYSE:APH) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 5,426 shares of the electronics maker’s stock, valued at approximately $733,000. Amphenol makes up 0.8% of Expressive Wealth LLC’s investment portfolio, making the stock its 27th biggest position.

Other institutional investors have also modified their holdings of the company. Riggs Asset Managment Co. Inc. raised its stake in shares of Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares in the last quarter. Tucker Asset Management LLC acquired a new stake in Amphenol during the fourth quarter worth about $26,000. Board of the Pension Protection Fund acquired a new stake in Amphenol during the fourth quarter worth about $27,000. Lloyd Advisory Services LLC. acquired a new stake in Amphenol during the fourth quarter worth about $29,000. Finally, Towne Trust Company N.A acquired a new stake in Amphenol during the fourth quarter worth about $34,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Price Performance

NYSE APH opened at $139.37 on Wednesday. Amphenol Corporation has a 52 week low of $86.75 and a 52 week high of $167.04. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The stock has a market cap of $171.46 billion, a price-to-earnings ratio of 40.05, a price-to-earnings-growth ratio of 1.16 and a beta of 1.29. The company has a 50-day moving average price of $134.61 and a two-hundred day moving average price of $138.58.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the prior year, the firm earned $0.63 EPS. Amphenol’s quarterly revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts forecast that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio is 28.74%.

Analyst Upgrades and Downgrades

APH has been the topic of several research reports. JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Seaport Research Partners reiterated a “buy” rating and set a $215.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Finally, Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Thirteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $176.53.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last ninety days. Company insiders own 1.42% of the company’s stock.

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.