Amphenol Corporation $APH Stake Cut by Atalan Capital Partners LP

Atalan Capital Partners LP reduced its position in Amphenol Corporation (NYSE:APH) by 7.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,379,500 shares of the electronics maker’s stock after selling 108,500 shares during the period. Amphenol accounts for about 13.3% of Atalan Capital Partners LP’s portfolio, making the stock its 2nd biggest position. Atalan Capital Partners LP’s holdings in Amphenol were worth $186,426,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Tucker Asset Management LLC purchased a new position in Amphenol in the fourth quarter worth $26,000. Board of the Pension Protection Fund purchased a new position in Amphenol in the fourth quarter worth $27,000. Lloyd Advisory Services LLC. purchased a new position in Amphenol in the fourth quarter worth $29,000. Tacita Capital Inc lifted its stake in shares of Amphenol by 145.6% during the fourth quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock worth $30,000 after buying an additional 131 shares during the period. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Amphenol during the fourth quarter worth $31,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on APH shares. The Goldman Sachs Group lifted their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” 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. Barclays reiterated an “overweight” rating and set a $198.00 price objective on shares of Amphenol in a research note on Monday, June 8th. UBS Group reiterated a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Finally, Rothschild & Co Redburn lifted their price objective on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Trading Up 0.2%

NYSE APH opened at $158.86 on Wednesday. The company has a market capitalization of $195.43 billion, a PE ratio of 45.65, a P/E/G ratio of 1.39 and a beta of 1.27. The company has a fifty day moving average of $140.93 and a 200 day moving average of $139.87. Amphenol Corporation has a 1 year low of $92.22 and a 1 year high of $167.04. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period in the previous year, the firm 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 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is currently 28.74%.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction 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. The trade was a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last three months. Insiders own 1.42% 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.