Atlas Capital Advisors Inc. Purchases New Position in Amphenol Corporation $APH

Atlas Capital Advisors Inc. purchased a new stake in Amphenol Corporation (NYSE:APH) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 3,342 shares of the electronics maker’s stock, valued at approximately $452,000.

Other institutional investors have also recently made changes to their positions in the company. Capital Advisors Inc. OK raised its position in Amphenol by 3.4% in the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 68 shares during the period. Canvas Wealth Advisors LLC raised its position in Amphenol by 3.5% in the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 70 shares during the period. LOM Asset Management Ltd raised its position in Amphenol by 16.3% in the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after purchasing an additional 70 shares during the period. Seeds Investor LLC raised its position in Amphenol by 4.0% in the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after purchasing an additional 72 shares during the period. Finally, Procyon Advisors LLC raised its position in Amphenol by 2.6% in the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock worth $388,000 after purchasing an additional 74 shares during the period. Institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Rothschild & Co Redburn increased their price objective on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. The Goldman Sachs Group increased their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Finally, Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and an average target price of $178.07.

Amphenol Stock Performance

Shares of NYSE:APH opened at $158.94 on Tuesday. The firm has a market cap of $195.54 billion, a PE ratio of 45.67, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. The firm’s 50 day simple moving average is $140.32 and its 200-day simple moving average is $139.73. Amphenol Corporation has a one year low of $92.22 and a one year high of $167.04. 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 issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating 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 net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% compared to the same quarter last year. During the same period last year, the company posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued 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 is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction that occurred on 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 directly owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last 90 days. Company insiders own 1.42% of the company’s stock.

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.