Seaport Res Ptn Forecasts Amphenol’s Q1 Earnings (NYSE:APH)

Amphenol Corporation (NYSE:APH) – Equities researchers at Seaport Res Ptn raised their Q1 2026 earnings estimates for shares of Amphenol in a note issued to investors on Wednesday, October 22nd. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will post earnings of $0.81 per share for the quarter, up from their prior estimate of $0.74. The consensus estimate for Amphenol’s current full-year earnings is $2.36 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q2 2026 earnings at $0.93 EPS.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.14. The company had revenue of $6.19 billion for the quarter, compared to the consensus estimate of $5.54 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The firm’s quarterly revenue was up 53.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS.

Several other research firms also recently commented on APH. Citigroup upped their price objective on shares of Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a report on Thursday. Wall Street Zen raised shares of Amphenol from a “buy” rating to a “strong-buy” rating in a report on Saturday. JPMorgan Chase & Co. increased their price target on shares of Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a report on Thursday. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and increased their price target for the stock from $120.00 to $150.00 in a report on Wednesday, October 15th. Finally, Barclays began coverage on shares of Amphenol in a report on Wednesday, October 8th. They issued an “equal weight” rating and a $120.00 price target on the stock. Ten research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.77.

Amphenol Price Performance

NYSE APH opened at $133.80 on Friday. The company has a market cap of $163.35 billion, a PE ratio of 44.60, a price-to-earnings-growth ratio of 1.61 and a beta of 1.17. Amphenol has a 52 week low of $56.45 and a 52 week high of $137.65. The company has a quick ratio of 1.46, a current ratio of 2.07 and a debt-to-equity ratio of 0.57. The firm’s 50-day simple moving average is $119.39 and its two-hundred day simple moving average is $100.73.

Amphenol Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be given a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date is Tuesday, December 16th. Amphenol’s dividend payout ratio (DPR) is currently 22.00%.

Insider Activity at Amphenol

In related news, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction that occurred on Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the transaction, the vice president directly owned 76,400 shares in the company, valued at approximately $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider William J. Doherty sold 113,000 shares of the company’s stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The disclosure for this sale can be found here. Insiders have sold a total of 665,924 shares of company stock valued at $73,369,357 in the last ninety days. 1.67% of the stock is currently owned by company insiders.

Institutional Trading of Amphenol

A number of institutional investors have recently made changes to their positions in APH. Brighton Jones LLC boosted its stake in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares during the period. Bison Wealth LLC boosted its stake in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares during the period. GAMMA Investing LLC boosted its stake in shares of Amphenol by 10.9% during the first quarter. GAMMA Investing LLC now owns 39,430 shares of the electronics maker’s stock valued at $2,586,000 after purchasing an additional 3,860 shares during the period. Finally, Cambridge Investment Research Advisors Inc. boosted its stake in shares of Amphenol by 46.8% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker’s stock valued at $4,589,000 after purchasing an additional 22,293 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Company Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.