Corient Private Wealth LLC Boosts Stake in Amphenol Corporation $APH

Corient Private Wealth LLC grew its holdings in Amphenol Corporation (NYSE:APH) by 7.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 676,785 shares of the electronics maker’s stock after buying an additional 47,099 shares during the period. Corient Private Wealth LLC’s holdings in Amphenol were worth $91,778,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of APH. Vermillion & White Wealth Management Group LLC lifted its holdings in Amphenol by 163.8% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after buying an additional 113 shares in the last quarter. Riggs Asset Managment Co. Inc. grew its position 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 buying an additional 168 shares during the last quarter. Tucker Asset Management LLC purchased a new stake in shares of Amphenol in the 4th quarter valued at about $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol in the fourth quarter valued at approximately $27,000. Finally, Lloyd Advisory Services LLC. purchased a new position in Amphenol during the 4th quarter worth $29,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on APH. Jefferies Financial Group raised their price objective on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. BNP Paribas Exane lifted their price objective on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. Barclays reissued an “overweight” rating and issued a $198.00 price objective on shares of Amphenol in a research report on Monday, June 8th. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Finally, 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 report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and an average target price of $178.07.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available 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 Price Performance

Shares of NYSE:APH opened at $164.23 on Friday. The company has a market cap of $202.05 billion, a PE ratio of 47.19, a P/E/G ratio of 1.44 and a beta of 1.27. The firm has a 50-day simple moving average of $142.92 and a 200 day simple moving average of $140.36. Amphenol Corporation has a fifty-two week low of $92.98 and a fifty-two week high of $167.04. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter last year, the business posted $0.63 EPS. The business’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 4.76 EPS 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 $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

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.