Analog Century Management LP Cuts Stock Position in Amphenol Corporation $APH

Posted by Francis Steltz on Jun 14th, 2026

Analog Century Management LP cut its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 10.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 728,059 shares of the electronics maker’s stock after selling 81,837 shares during the quarter. Amphenol makes up 4.8% of Analog Century Management LP’s portfolio, making the stock its 9th largest position. Analog Century Management LP’s holdings in Amphenol were worth $98,390,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in APH. Norges Bank bought a new stake in Amphenol during the 4th quarter worth about $3,052,145,000. JPMorgan Chase & Co. increased its holdings in Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after buying an additional 17,387,536 shares during the last quarter. Capital International Investors increased 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 worth $2,228,288,000 after buying an additional 14,714,177 shares during the last quarter. Capital Research Global Investors increased 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 worth $1,920,982,000 after buying an additional 8,021,284 shares during the last quarter. Finally, Jennison Associates LLC increased 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 worth $1,386,182,000 after buying an additional 7,930,532 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages recently weighed in on APH. Barclays restated an “overweight” rating and set a $198.00 target price on shares of Amphenol in a report on Monday, June 8th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Robert W. Baird set a $177.00 target price on shares of Amphenol in a report on Thursday, April 30th. Finally, Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and an average target price of $178.07.

Check Out Our Latest Research Report on Amphenol

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last three months. Insiders own 1.42% of the company’s stock.

Amphenol Trading Up 1.0%

APH stock opened at $153.97 on Friday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The company has a fifty day moving average price of $139.70 and a two-hundred day moving average price of $139.57. Amphenol Corporation has a one year low of $92.08 and a one year high of $167.04. The stock has a market cap of $189.42 billion, a price-to-earnings ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27.

Amphenol (NYSE:APH – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 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 firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the previous year, the business posted $0.63 earnings per share. The company’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s payout ratio is presently 28.74%.

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.