Bessemer Group Inc. Buys 5,038 Shares of Amphenol Corporation $APH

Bessemer Group Inc. boosted its stake in Amphenol Corporation (NYSE:APH) by 11.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 50,422 shares of the electronics maker’s stock after buying an additional 5,038 shares during the quarter. Bessemer Group Inc.’s holdings in Amphenol were worth $6,371,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Vermillion & White Wealth Management Group LLC lifted its position in shares of Amphenol by 163.8% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 113 shares in the last quarter. Tucker Asset Management LLC bought a new stake in Amphenol in the 4th quarter worth about $26,000. Lloyd Advisory Services LLC. bought a new stake in Amphenol in the 4th quarter worth about $29,000. HHM Wealth Advisors LLC purchased a new stake in Amphenol in the 1st quarter valued at about $27,000. Finally, Tacita Capital Inc lifted its position in shares of Amphenol by 145.6% during the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock worth $30,000 after buying an additional 131 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The shares were 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. This represents a 0.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last 90 days. Insiders own 1.42% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. UBS Group restated a “buy” rating and issued a $185.00 target price (up from $178.00) on shares of Amphenol in a research note on Thursday, July 9th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. TD Cowen reiterated a “hold” rating and set a $175.00 price target (up from $135.00) on shares of Amphenol in a report on Monday, July 13th. Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Finally, Barclays restated an “overweight” rating and issued a $200.00 price objective (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $186.00.

Amphenol Stock Down 0.1%

APH stock opened at $151.03 on Monday. The stock has a fifty day moving average of $149.80 and a 200-day moving average of $144.06. Amphenol Corporation has a fifty-two week low of $95.19 and a fifty-two week high of $178.52. The company has a market capitalization of $185.81 billion, a price-to-earnings ratio of 43.40, a PEG ratio of 1.29 and a beta of 1.24. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last announced its quarterly earnings data 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 business had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s quarterly revenue was up 58.4% compared to the same quarter last year. During the same period in the previous year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts predict that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s payout ratio is 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.