Moran Wealth Management LLC Sells 3,834 Shares of Amphenol Corporation $APH

Moran Wealth Management LLC lessened its holdings in shares of Amphenol Corporation (NYSE:APH) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 204,745 shares of the electronics maker’s stock after selling 3,834 shares during the period. Amphenol comprises approximately 0.8% of Moran Wealth Management LLC’s investment portfolio, making the stock its 17th biggest position. Moran Wealth Management LLC’s holdings in Amphenol were worth $27,669,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Brighton Jones LLC lifted its position 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 worth $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares in the last quarter. Bison Wealth LLC boosted its position in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after buying an additional 618 shares during the period. NewEdge Advisors LLC increased its position in shares of Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after acquiring an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC raised its stake in shares of Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after acquiring an additional 638 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Performance

Shares of Amphenol stock opened at $150.91 on Friday. Amphenol Corporation has a one year low of $62.55 and a one year high of $167.04. The company has a market capitalization of $185.54 billion, a PE ratio of 45.18, a P/E/G ratio of 1.56 and a beta of 1.25. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The company has a 50-day simple moving average of $137.63 and a two-hundred day simple moving average of $137.34.

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

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd were paid a dividend of $0.25 per share. The ex-dividend date was Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s payout ratio is presently 29.94%.

Analysts Set New Price Targets

Several equities research analysts have weighed in on APH shares. JPMorgan Chase & Co. upped their target price on Amphenol from $185.00 to $190.00 and gave the stock an “overweight” rating in a report on Thursday. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Wall Street Zen raised shares of Amphenol from a “hold” rating to a “buy” rating in a research report on Saturday, April 11th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 price objective on shares of Amphenol in a research note on Thursday, January 15th. Twelve investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $151.93.

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.