Novem Group Lowers Position in Amphenol Corporation $APH

Novem Group lessened its stake in Amphenol Corporation (NYSE:APH) by 39.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 11,223 shares of the electronics maker’s stock after selling 7,456 shares during the quarter. Novem Group’s holdings in Amphenol were worth $1,517,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Financial Management Professionals Inc. lifted its holdings in shares of Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after buying an additional 90 shares in the last quarter. Board of the Pension Protection Fund bought a new stake in Amphenol in the fourth quarter worth $27,000. Alpine Bank Wealth Management bought a new stake in Amphenol in the third quarter worth $30,000. Towne Trust Company N.A bought a new stake in Amphenol in the fourth quarter worth $34,000. Finally, Riggs Asset Managment Co. Inc. increased its position in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 1.67% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

APH has been the topic of several research reports. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research report on Friday, January 9th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Citigroup boosted their price target 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. JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $185.00 to $190.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Finally, Wall Street Zen upgraded shares of Amphenol from a “hold” rating to a “buy” rating in a research report on Saturday, April 11th. Twelve equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $151.93.

Amphenol Trading Up 1.0%

APH stock opened at $152.60 on Tuesday. 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 $62.55 and a twelve month high of $167.04. The stock has a market capitalization of $187.61 billion, a price-to-earnings ratio of 45.69, a price-to-earnings-growth ratio of 1.58 and a beta of 1.25. The firm’s fifty day simple moving average is $137.79 and its two-hundred day simple moving average is $137.73.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the previous year, the business posted $0.55 earnings per share. The business’s 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. As a group, analysts anticipate that Amphenol Corporation will post 4.32 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd were given 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 yield of 0.7%. Amphenol’s payout ratio is 29.94%.

Amphenol Company 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.