Amphenol Corporation $APH is Campbell Newman Asset Management Inc.’s 5th Largest Position

Campbell Newman Asset Management Inc. grew its stake in shares of Amphenol Corporation (NYSE:APH) by 0.9% during the first quarter, HoldingsChannel reports. The firm owned 373,689 shares of the electronics maker’s stock after purchasing an additional 3,501 shares during the quarter. Amphenol accounts for approximately 3.8% of Campbell Newman Asset Management Inc.’s holdings, making the stock its 5th biggest position. Campbell Newman Asset Management Inc.’s holdings in Amphenol were worth $47,216,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. J. Stern & Co. LLP lifted its holdings in Amphenol by 9,435.8% in the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after buying an additional 75,964,718 shares during the period. Norges Bank purchased a new position in shares of Amphenol in the 4th quarter valued at approximately $3,052,145,000. JPMorgan Chase & Co. boosted its position in shares of Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Capital International Investors grew its stake in Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Finally, Capital Research Global Investors grew its position in shares of Amphenol by 106.9% in the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after buying an additional 8,021,284 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of NYSE:APH opened at $164.23 on Monday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The firm has a market cap of $202.05 billion, a price-to-earnings ratio of 47.19, a price-to-earnings-growth ratio of 1.44 and a beta of 1.27. The business has a 50-day simple moving average of $142.92 and a two-hundred day simple moving average of $140.37. Amphenol Corporation has a fifty-two week low of $92.98 and a fifty-two week 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 (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter last year, the firm posted $0.63 EPS. The business’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Insider Transactions at Amphenol

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 completion of the sale, 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 in the last 90 days. Company insiders own 1.42% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on APH shares. BNP Paribas Exane raised their price target on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. UBS Group reiterated a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and set a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Finally, Truist Financial upped their price objective on Amphenol from $182.00 to $200.00 and gave the company 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 stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $178.07.

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.