Alesco Advisors LLC An ESL Co Acquires Shares of 4,323 Amphenol Corporation $APH

Alesco Advisors LLC An ESL Co bought a new stake in shares of Amphenol Corporation (NYSE:APH) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund bought 4,323 shares of the electronics maker’s stock, valued at approximately $546,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Capital Advisors Inc. OK increased its holdings in Amphenol by 3.4% in the fourth 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 last quarter. Canvas Wealth Advisors LLC boosted its holdings in Amphenol by 3.5% during the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after buying an additional 70 shares during the last quarter. LOM Asset Management Ltd boosted its holdings 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 buying an additional 70 shares during the last quarter. Sachetta LLC grew its position in shares of Amphenol by 14.9% during the 1st quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock worth $69,000 after buying an additional 71 shares during the period. Finally, Seeds Investor LLC increased its stake in shares of Amphenol by 4.0% in the 4th 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 last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer directly 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 document filed with the SEC, which is available at the SEC website. Over the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of APH opened at $157.78 on Thursday. The firm has a market cap of $194.11 billion, a P/E ratio of 45.34, a PEG ratio of 1.35 and a beta of 1.24. Amphenol Corporation has a twelve month low of $95.19 and a twelve month high of $178.52. 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’s 50 day moving average price is $151.63 and its two-hundred day moving average price is $144.48.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business 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%. The firm’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period last year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts forecast that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Analysts Set New Price Targets

APH has been the topic of several recent analyst reports. TD Cowen reissued a “hold” rating and set a $175.00 price objective (up from $135.00) on shares of Amphenol in a research note on Monday, July 13th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Robert W. Baird set a $177.00 price target on shares of Amphenol in a research report on Thursday, April 30th. JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Finally, Bank of America upped their price objective on shares of Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, Amphenol presently has an average rating of “Buy” and an average price target of $186.00.

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.