Katamaran Capital LLP acquired a new stake in Amphenol Corporation (NYSE:APH – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 21,084 shares of the electronics maker’s stock, valued at approximately $2,849,000. Amphenol makes up 2.2% of Katamaran Capital LLP’s investment portfolio, making the stock its 22nd largest holding.
A number of other institutional investors have also recently made changes to their positions in APH. Riggs Asset Managment Co. Inc. grew its holdings in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares in the last quarter. Board of the Pension Protection Fund acquired a new position in shares of Amphenol in the fourth quarter valued at approximately $27,000. Towne Trust Company N.A acquired a new position in shares of Amphenol in the fourth quarter valued at approximately $34,000. Laurel Wealth Advisors LLC acquired a new position in shares of Amphenol in the fourth quarter valued at approximately $34,000. Finally, Cloud Capital Management LLC acquired a new position in shares of Amphenol in the third quarter valued at approximately $38,000. Institutional investors and hedge funds own 97.01% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research analysts recently weighed in on APH shares. JPMorgan Chase & Co. lifted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Jefferies Financial Group lifted their price objective on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Rothschild & Co Redburn lifted their price objective on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. BNP Paribas Exane lifted their price target on shares of Amphenol from $185.00 to $195.00 in a research note on Friday, May 1st. Finally, Truist Financial lifted their price target on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and a consensus target price of $176.53.
Amphenol Stock Down 0.2%
Shares of Amphenol stock opened at $127.72 on Monday. Amphenol Corporation has a 52-week low of $80.32 and a 52-week high of $167.04. The company has a 50 day moving average of $137.31 and a 200 day moving average of $139.35. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The company has a market capitalization of $157.12 billion, a P/E ratio of 36.70, a P/E/G ratio of 1.12 and a beta of 1.29.
Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the previous year, the firm earned $0.63 earnings per share. The firm’s quarterly revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, research analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.
Amphenol Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. Amphenol’s payout ratio is currently 28.74%.
Insider Buying and Selling at Amphenol
In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. In the last ninety days, insiders have sold 646,056 shares of company stock worth $94,594,783. 1.42% of the stock is currently owned by insiders.
Amphenol News Summary
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Amphenol’s strong Q1 2026 results and higher Q2 guidance suggest continued robust demand and earnings momentum, which is helping support the stock. Assessing Amphenol (APH) Valuation After Strong Q1 2026 Results And Raised Q2 Guidance
- Positive Sentiment: The company announced a quarterly dividend of $0.25 per share, reinforcing shareholder returns and confidence in cash flow. Amphenol Announces Second Quarter 2026 Dividend
- Positive Sentiment: Several articles continue to describe Amphenol as a strong growth name, which can keep investor sentiment favorable. 3 Reasons Growth Investors Will Love Amphenol (APH)
- Neutral Sentiment: Amphenol was also highlighted in a broader “best growth stocks” discussion after its record quarter, adding to the stock’s visibility but not changing the core story. Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
- Negative Sentiment: Recent insider selling by CEO Richard Adam Norwitt may create some caution, even though insider sales do not necessarily change the company’s operating outlook. Richard Adam Norwitt Sells 17,500 Shares of Amphenol (NYSE:APH) Stock
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.
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