Amphenol Corporation $APH Shares Sold by Hendley & Co. Inc.

Posted by Francis Steltz on May 17th, 2026

Hendley & Co. Inc. reduced its stake in Amphenol Corporation (NYSE:APH – Free Report) by 18.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 129,715 shares of the electronics maker’s stock after selling 30,035 shares during the quarter. Amphenol makes up 6.1% of Hendley & Co. Inc.’s investment portfolio, making the stock its 4th largest holding. Hendley & Co. Inc.’s holdings in Amphenol were worth $17,530,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently bought and sold shares of APH. Capital International Investors boosted its holdings in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the period. Capital Research Global Investors boosted its holdings in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after acquiring an additional 8,021,284 shares during the period. Jennison Associates LLC boosted its holdings in Amphenol by 340.8% during the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after acquiring an additional 7,930,532 shares during the period. Arrowstreet Capital Limited Partnership boosted its holdings in Amphenol by 693.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock valued at $900,833,000 after acquiring an additional 6,362,533 shares during the period. Finally, Lone Pine Capital LLC bought a new stake in Amphenol during the third quarter valued at about $374,125,000. 97.01% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have issued reports on APH. Rothschild & Co Redburn upped their price target on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. The Goldman Sachs Group upped their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Evercore upped their price target on shares of Amphenol from $165.00 to $180.00 and gave the company an “outperform” rating in a report on Thursday, April 30th. Truist Financial upped their price target on shares of Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Robert W. Baird set a $177.00 price target on shares of Amphenol in a report on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $176.53.

Get Our Latest Research Report on Amphenol

Amphenol Stock Down 3.1%

Shares of APH opened at $125.14 on Friday. The stock has a market cap of $153.95 billion, a price-to-earnings ratio of 35.96, a P/E/G ratio of 1.09 and a beta of 1.29. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12 month low of $83.44 and a 12 month high of $167.04. The company has a 50-day moving average price of $135.57 and a two-hundred day moving average price of $139.12.

Amphenol (NYSE:APH – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter last year, the company earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts predict that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. 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 dividend payout ratio (DPR) is currently 28.74%.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last three months. 1.42% of the stock is owned by company insiders.

Amphenol Profile

(Free Report)

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.