Arrowstreet Capital Limited Partnership Has $1.50 Billion Stake in Amphenol Corporation $APH

Arrowstreet Capital Limited Partnership increased its holdings in shares of Amphenol Corporation (NYSE:APH) by 0.2% in the first quarter, HoldingsChannel reports. The institutional investor owned 11,884,529 shares of the electronics maker’s stock after purchasing an additional 26,174 shares during the quarter. Amphenol accounts for 0.8% of Arrowstreet Capital Limited Partnership’s portfolio, making the stock its 18th biggest position. Arrowstreet Capital Limited Partnership’s holdings in Amphenol were worth $1,501,610,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Brighton Jones LLC grew its holdings in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC lifted its stake in shares of Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC boosted its position in shares of Amphenol by 55.4% in the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after purchasing an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its position in shares of Amphenol by 15.5% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after purchasing an additional 638 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

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 transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. In the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Down 0.1%

NYSE:APH opened at $157.34 on Friday. Amphenol Corporation has a 1 year low of $102.18 and a 1 year high of $178.52. 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 stock has a market cap of $193.56 billion, a price-to-earnings ratio of 45.21, a PEG ratio of 1.35 and a beta of 1.24. The stock has a 50-day moving average price of $152.19 and a two-hundred day moving average price of $144.60.

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 company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same period in the prior year, the company earned $0.63 earnings per share. The company’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts expect that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research firms recently commented on APH. Jefferies Financial Group upped their price objective on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Friday, July 17th. Rothschild & Co Redburn boosted their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Truist Financial upped their price target on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Zacks Research raised shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of “Buy” and a consensus price target of $186.00.

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.