Alamar Capital Management LLC Invests $4.16 Million in Amphenol Corporation $APH

Alamar Capital Management LLC bought a new position in shares of Amphenol Corporation (NYSE:APH) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 32,835 shares of the electronics maker’s stock, valued at approximately $4,157,000. Amphenol accounts for approximately 2.5% of Alamar Capital Management LLC’s portfolio, making the stock its 7th largest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vermillion & White Wealth Management Group LLC lifted its stake in 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 during the last quarter. Tucker Asset Management LLC acquired a new position in shares of Amphenol in the 4th quarter valued at $26,000. Clal Insurance Enterprises Holdings Ltd increased its stake in Amphenol by 85.0% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 91 shares in the last quarter. Lloyd Advisory Services LLC. acquired a new stake in Amphenol during the 4th quarter worth about $29,000. Finally, HHM Wealth Advisors LLC acquired a new stake in Amphenol during the 1st quarter worth about $27,000. 97.01% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on APH. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Bank of America raised their price objective on shares of Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Truist Financial lifted their price target on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. TD Cowen reissued a “hold” rating and set a $175.00 price target (up from $135.00) on shares of Amphenol in a research report on Monday, July 13th. Finally, Citigroup reissued a “buy” rating and issued a $195.00 price objective (up from $180.00) on shares of Amphenol in a research note on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has an average rating of “Buy” and an average price target of $186.00.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last ninety days. 1.42% of the stock is owned by insiders.

Amphenol Price Performance

APH opened at $157.78 on Thursday. The stock has a fifty day moving average price of $151.63 and a 200 day moving average price of $144.48. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 1 year low of $95.19 and a 1 year high of $178.52. The stock has a market cap of $194.11 billion, a price-to-earnings ratio of 45.34, a PEG ratio of 1.35 and a beta of 1.24.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’s revenue was up 58.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts forecast that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Amphenol Company 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.