Chicago Partners Investment Group LLC Has $1.74 Million Position in Amphenol Corporation $APH

Chicago Partners Investment Group LLC raised its holdings in Amphenol Corporation (NYSE:APH) by 31.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,798 shares of the electronics maker’s stock after buying an additional 3,302 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Amphenol were worth $1,743,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Capital Advisors Inc. OK grew its stake in shares of Amphenol by 3.4% in the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 68 shares during the period. Canvas Wealth Advisors LLC grew its position in Amphenol by 3.5% in the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 70 shares during the period. LOM Asset Management Ltd raised its stake in Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after acquiring an additional 70 shares in the last quarter. Sachetta LLC raised its stake in Amphenol by 14.9% during the first quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock worth $69,000 after acquiring an additional 71 shares in the last quarter. Finally, Seeds Investor LLC lifted its holdings in shares of Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after acquiring an additional 72 shares during the period. Institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Jefferies Financial Group lifted their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a report on Tuesday, March 17th. Citigroup reiterated a “buy” rating and issued a $195.00 target price (up from $180.00) on shares of Amphenol in a research note on Monday. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, BNP Paribas Exane increased their target price on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $186.00.

Amphenol Stock Up 1.5%

Shares of NYSE APH opened at $158.34 on Wednesday. The firm has a market capitalization of $194.80 billion, a PE ratio of 45.50, a price-to-earnings-growth ratio of 1.36 and a beta of 1.24. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 1 year low of $95.19 and a 1 year high of $178.52. The firm’s 50-day moving average is $148.62 and its 200-day moving average is $143.71.

Amphenol (NYSE:APH) last posted 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. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same period in the previous year, the firm posted $0.63 earnings per share. Amphenol’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts expect that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

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

Insider Activity

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. The trade was 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 available at this link. In the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by company insiders.

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.