Brown Advisory Inc. Has $49.38 Million Holdings in Amphenol Corporation $APH

Brown Advisory Inc. lifted its holdings in Amphenol Corporation (NYSE:APH) by 2.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 365,368 shares of the electronics maker’s stock after acquiring an additional 7,029 shares during the quarter. Brown Advisory Inc.’s holdings in Amphenol were worth $49,376,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of APH. Riggs Asset Managment Co. Inc. lifted its holdings in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 shares in the last quarter. Tucker Asset Management LLC bought a new stake in shares of Amphenol during the 4th quarter valued at $26,000. Board of the Pension Protection Fund bought a new stake in shares of Amphenol during the 4th quarter valued at $27,000. Lloyd Advisory Services LLC. bought a new stake in shares of Amphenol during the 4th quarter valued at $29,000. Finally, Tacita Capital Inc raised 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 valued at $30,000 after acquiring an additional 131 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Up 0.1%

Shares of APH opened at $153.97 on Monday. Amphenol Corporation has a one year low of $92.08 and a one year high of $167.04. The company has a market cap of $189.42 billion, a P/E ratio of 44.24, a P/E/G ratio of 1.35 and a beta of 1.27. 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 50 day simple moving average of $139.70 and a two-hundred day simple moving average of $139.58.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company’s revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s dividend payout ratio is 28.74%.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last quarter. 1.42% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

APH has been the subject of a number of recent analyst reports. Jefferies Financial Group upped their price objective on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. BNP Paribas Exane raised their price objective on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Truist Financial raised their price objective on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Evercore reiterated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Finally, JPMorgan Chase & Co. raised their target price on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $178.07.

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.