Bridges Investment Management Inc. Has $28.55 Million Position in Amphenol Corporation $APH

Bridges Investment Management Inc. lowered its holdings in Amphenol Corporation (NYSE:APH) by 3.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 211,268 shares of the electronics maker’s stock after selling 6,949 shares during the quarter. Bridges Investment Management Inc.’s holdings in Amphenol were worth $28,551,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the business. Tucker Asset Management LLC acquired a new stake in Amphenol in the 4th quarter valued at about $26,000. Board of the Pension Protection Fund acquired a new stake in Amphenol in the 4th quarter valued at about $27,000. Lloyd Advisory Services LLC. acquired a new stake in Amphenol in the 4th quarter valued at about $29,000. Towne Trust Company N.A acquired a new stake in Amphenol in the 4th quarter valued at about $34,000. Finally, Laurel Wealth Advisors LLC acquired a new stake in Amphenol in the 4th quarter valued at about $34,000. 97.01% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 in the last ninety days. Corporate insiders own 1.42% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on APH. UBS Group restated a “buy” rating and issued a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. BNP Paribas Exane boosted their target price on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. The Goldman Sachs Group boosted their target price on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Jefferies Financial Group boosted their target price on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fourteen 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 currently has an average rating of “Moderate Buy” and a consensus target price of $176.87.

Amphenol Trading Up 1.4%

NYSE APH opened at $148.40 on Wednesday. The stock has a 50-day simple moving average of $135.66 and a 200 day simple moving average of $138.71. The company has a market capitalization of $182.56 billion, a PE ratio of 42.64, a P/E/G ratio of 1.28 and a beta of 1.27. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $90.71 and a 12 month high of $167.04.

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

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio is currently 28.74%.

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.