Guinness Atkinson Asset Management Inc Sells 25,226 Shares of Amphenol Corporation $APH

Guinness Atkinson Asset Management Inc cut its holdings in shares of Amphenol Corporation (NYSE:APH) by 26.5% in the third quarter, HoldingsChannel reports. The fund owned 69,952 shares of the electronics maker’s stock after selling 25,226 shares during the quarter. Amphenol accounts for 4.0% of Guinness Atkinson Asset Management Inc’s portfolio, making the stock its 4th biggest holding. Guinness Atkinson Asset Management Inc’s holdings in Amphenol were worth $8,465,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the business. SYM FINANCIAL Corp increased its stake in Amphenol by 0.9% in the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock valued at $1,147,000 after buying an additional 82 shares during the period. Bruce G. Allen Investments LLC increased its stake in shares of Amphenol by 9.4% in the third quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock worth $121,000 after acquiring an additional 84 shares during the last quarter. Financial Management Professionals Inc. raised its holdings in shares of Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 90 shares in the last quarter. Allen Capital Group LLC grew its stake in Amphenol by 3.2% in the third quarter. Allen Capital Group LLC now owns 3,012 shares of the electronics maker’s stock valued at $373,000 after purchasing an additional 92 shares in the last quarter. Finally, Bell Investment Advisors Inc increased its position in Amphenol by 19.2% in the 2nd quarter. Bell Investment Advisors Inc now owns 591 shares of the electronics maker’s stock worth $58,000 after purchasing an additional 95 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity

In related news, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at $5,723,354. This trade represents a 50.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 378,076 shares of company stock valued at $54,056,506. 1.67% of the stock is owned by corporate insiders.

Amphenol Price Performance

Shares of NYSE:APH opened at $127.60 on Friday. The company has a market cap of $156.19 billion, a price-to-earnings ratio of 38.20, a PEG ratio of 1.37 and a beta of 1.20. The business has a 50 day moving average price of $141.35 and a 200 day moving average price of $128.31. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the previous year, the company earned $0.55 earnings per share. The company’s quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. Amphenol’s dividend payout ratio is currently 29.94%.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. US Capital Advisors set a $165.00 target price on shares of Amphenol in a research report on Friday, January 9th. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Citigroup increased their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Barclays reaffirmed an “overweight” rating and issued a $175.00 price target (up previously from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analyst and research bullishness — Zacks highlights AI datacom demand, defense exposure and 2026 guidance as reasons the stock remains a buy despite a premium valuation, supporting upside potential for APH. Read More.
• Positive Sentiment: Barclays and other commentators view the recent pullback as a potential entry point, which can attract value‑seeking buyers if revenue momentum persists. Read More.
• Positive Sentiment: Board succession plan promotes continuity — the Board will make R. Adam Norwitt (current CEO) Chairman at the 2026 annual meeting, a governance move that reduces leadership uncertainty. Read More.
• Neutral Sentiment: Quarterly dividend announced — APH declared a $0.25/share quarterly dividend (record March 23; payable April 14). The yield is modest (~0.8%), so the impact on total return is limited but signals continued shareholder returns.
• Neutral Sentiment: Mixed analyst coverage — several recent pieces and aggregator stories summarize divergent Street views (some bullish on momentum, others caution on valuation), leaving the near‑term reaction dependent on sentiment and flows. Read More.
• Negative Sentiment: Recent sharp pullback and skepticism — coverage noting a ~17% drop after earnings raises questions about sustainability and whether the share retreat signals underlying weakness or a buying opportunity. That volatility can keep sellers active. Read More.
• Negative Sentiment: Short‑term trade‑down headlines — market stories pairing Amphenol with other decliners underline momentum selling and may amplify intraday declines even when fundamentals remain intact. Read More.

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.