Amphenol Corporation $APH Shares Sold by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC reduced its stake in Amphenol Corporation (NYSE:APH) by 3.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 109,251 shares of the electronics maker’s stock after selling 4,427 shares during the quarter. Aristotle Atlantic Partners LLC’s holdings in Amphenol were worth $13,804,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. 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 valued at $25,000 after buying an additional 91 shares during the period. Vermillion & White Wealth Management Group LLC raised its position in Amphenol by 163.8% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after buying an additional 113 shares during the last quarter. Riggs Asset Managment Co. Inc. lifted its stake in shares of Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares during the period. Tucker Asset Management LLC acquired a new stake in Amphenol in the fourth quarter valued at about $26,000. Finally, HHM Wealth Advisors LLC purchased a new stake in Amphenol in the 1st quarter valued at approximately $27,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

APH has been the topic of several recent analyst reports. Seaport Research Partners reiterated a “buy” rating and set a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Rothschild & Co Redburn lifted their price target on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. JPMorgan Chase & Co. upped their price objective on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. UBS Group reiterated a “buy” rating and issued a $185.00 price objective (up from $178.00) on shares of Amphenol in a research report on Thursday, July 9th. Finally, BNP Paribas Exane raised their target price on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Amphenol currently has an average rating of “Buy” and a consensus target price of $186.00.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated 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 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last quarter. 1.42% of the stock is owned by company insiders.

Amphenol Stock Down 3.1%

Amphenol stock opened at $152.59 on Friday. Amphenol Corporation has a fifty-two week low of $102.76 and a fifty-two week high of $178.52. The firm has a market capitalization of $187.72 billion, a price-to-earnings ratio of 43.85, a price-to-earnings-growth ratio of 1.31 and a beta of 1.24. The stock’s fifty day moving average is $152.74 and its two-hundred day moving average is $144.66. 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 released 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 business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the previous year, the company posted $0.63 EPS. The business’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts predict that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 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.