Amphenol Corporation $APH Shares Sold by Eads & Heald Wealth Management

Eads & Heald Wealth Management cut its position in shares of Amphenol Corporation (NYSE:APH) by 11.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,511 shares of the electronics maker’s stock after selling 3,316 shares during the period. Amphenol accounts for about 1.7% of Eads & Heald Wealth Management’s investment portfolio, making the stock its 7th largest position. Eads & Heald Wealth Management’s holdings in Amphenol were worth $3,350,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in APH. J. Stern & Co. LLP increased its stake in shares of Amphenol by 9,435.8% during the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after purchasing an additional 75,964,718 shares during the last quarter. Norges Bank acquired a new stake in shares of Amphenol in the 4th quarter valued at $3,052,145,000. JPMorgan Chase & Co. boosted its holdings in Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Capital International Investors increased its position in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after buying an additional 14,714,177 shares during the last quarter. Finally, Capital Research Global Investors raised its holdings in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after buying an additional 8,021,284 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred 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 directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Over the last quarter, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on APH. Citigroup reissued a “buy” rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. BNP Paribas Exane boosted their target price on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. Seaport Research Partners reiterated a “buy” rating and set a $215.00 price target on shares of Amphenol in a report on Thursday, April 30th. The Goldman Sachs Group lifted their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Finally, Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Fourteen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $178.07.

Amphenol Stock Performance

NYSE APH opened at $158.61 on Wednesday. The company’s fifty day moving average is $147.22 and its two-hundred day moving average is $142.88. Amphenol Corporation has a 52-week low of $95.19 and a 52-week high of $178.52. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The firm has a market capitalization of $195.13 billion, a price-to-earnings ratio of 45.58, a P/E/G ratio of 1.46 and a beta of 1.24.

Amphenol (NYSE:APH) last announced 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. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the prior year, the business earned $0.63 earnings per share. The firm’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts forecast that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 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.