71 West Capital Partners Takes Position in Amphenol Corporation $APH

71 West Capital Partners bought a new position in shares of Amphenol Corporation (NYSE:APH) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 5,447 shares of the electronics maker’s stock, valued at approximately $736,000.

A number of other large investors have also recently added to or reduced their stakes in the company. Tucker Asset Management LLC acquired a new stake in shares of Amphenol in the fourth quarter valued at about $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol in the fourth quarter valued at about $27,000. Lloyd Advisory Services LLC. acquired a new stake in shares of Amphenol in the fourth quarter valued at about $29,000. Tacita Capital Inc increased its position in shares of Amphenol by 145.6% in the fourth 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. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Amphenol in the fourth quarter valued at about $31,000. Institutional investors own 97.01% of the company’s stock.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer 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 sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 in the last three months. Insiders own 1.42% of the company’s stock.

Analysts Set New Price Targets

APH has been the topic of a number of recent research reports. UBS Group reaffirmed a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Jefferies Financial Group lifted their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Rothschild & Co Redburn boosted their price target on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Price Performance

Shares of NYSE APH opened at $158.94 on Tuesday. The business’s 50 day moving average price is $140.32 and its two-hundred day moving average price is $139.73. The company 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 company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a twelve month low of $92.22 and a twelve month high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly 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 the consensus estimate 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 quarter in the previous year, the business earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

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

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.