Collaborative Fund Advisors LLC Acquires Shares of 5,336 Amphenol Corporation $APH

Collaborative Fund Advisors LLC bought a new position in shares of Amphenol Corporation (NYSE:APH) during the 1st quarter, Holdings Channel.com reports. The fund bought 5,336 shares of the electronics maker’s stock, valued at approximately $674,000.

A number of other large investors have also modified their holdings of the business. Kathmere Capital Management LLC lifted its holdings in shares of Amphenol by 6.5% in the 1st quarter. Kathmere Capital Management LLC now owns 7,026 shares of the electronics maker’s stock valued at $888,000 after buying an additional 429 shares during the period. Whittier Trust Co. of Nevada Inc. grew its holdings in Amphenol by 6.8% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 192,519 shares of the electronics maker’s stock worth $24,352,000 after acquiring an additional 12,284 shares during the period. Whittier Trust Co. raised its position in Amphenol by 7.3% in the first quarter. Whittier Trust Co. now owns 484,572 shares of the electronics maker’s stock worth $61,293,000 after acquiring an additional 33,078 shares in the last quarter. Marietta Investment Partners LLC raised its position in Amphenol by 4.3% in the first quarter. Marietta Investment Partners LLC now owns 57,345 shares of the electronics maker’s stock worth $7,246,000 after acquiring an additional 2,374 shares in the last quarter. Finally, Ascentis Independent Advisors lifted its holdings in Amphenol by 110.4% in the first quarter. Ascentis Independent Advisors now owns 6,672 shares of the electronics maker’s stock valued at $843,000 after acquiring an additional 3,501 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Price Performance

Shares of NYSE APH opened at $164.40 on Monday. 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 company’s 50-day moving average price is $146.71 and its 200 day moving average price is $142.39. Amphenol Corporation has a 52 week low of $95.19 and a 52 week high of $178.52. The stock has a market cap of $202.25 billion, a price-to-earnings ratio of 47.24, a PEG ratio of 1.44 and a beta of 1.24.

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, beating the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion for 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 company’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, research analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

Analyst Upgrades and Downgrades

APH has been the topic of a number of recent analyst reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Citigroup reiterated a “buy” rating and issued a $180.00 price objective (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Evercore restated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Finally, Rothschild & Co Redburn increased their target price on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Over the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by corporate insiders.

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.