J. Stern & Co. LLP boosted its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 9,435.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,769,791 shares of the electronics maker’s stock after acquiring an additional 75,964,718 shares during the period. Amphenol comprises about 3.2% of J. Stern & Co. LLP’s portfolio, making the stock its 12th largest position. J. Stern & Co. LLP owned approximately 0.06% of Amphenol worth $10,374,670,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Guardian Wealth Advisors LLC NC bought a new position in Amphenol during the 4th quarter worth about $1,836,000. Clark Capital Management Group Inc. grew its holdings in Amphenol by 10.3% during the 4th quarter. Clark Capital Management Group Inc. now owns 2,848 shares of the electronics maker’s stock worth $385,000 after acquiring an additional 265 shares in the last quarter. Kemnay Advisory Services Inc. bought a new position in Amphenol during the 4th quarter worth about $238,000. Captrust Financial Advisors grew its holdings in Amphenol by 0.3% during the 4th quarter. Captrust Financial Advisors now owns 829,732 shares of the electronics maker’s stock worth $112,130,000 after acquiring an additional 2,132 shares in the last quarter. Finally, Fred Alger Management LLC grew its holdings in Amphenol by 22.0% during the 4th quarter. Fred Alger Management LLC now owns 166,549 shares of the electronics maker’s stock worth $22,549,000 after acquiring an additional 29,980 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
Several research analysts have issued reports on APH shares. Seaport Research Partners reiterated a “buy” rating and set a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Barclays restated an “overweight” rating and issued a $198.00 price target on shares of Amphenol in a report on Monday, June 8th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, JPMorgan Chase & Co. raised their price target on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.
Amphenol Stock Up 0.2%
NYSE:APH opened at $158.86 on Wednesday. Amphenol Corporation has a fifty-two week low of $92.22 and a fifty-two week high of $167.04. The stock has a market capitalization of $195.43 billion, a P/E ratio of 45.65, a P/E/G ratio of 1.39 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The company’s 50-day simple moving average is $140.93 and its 200-day simple moving average is $139.87.
Amphenol (NYSE:APH – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating 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 business had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period last year, the business earned $0.63 EPS. The company’s revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.
Amphenol Dividend Announcement
The business also recently announced 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 0.6%. Amphenol’s dividend payout ratio (DPR) is 28.74%.
Insider Buying and Selling
In related news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction that occurred on 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 directly owned 1,927,507 shares in the company, valued at $276,038,277.47. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In the last ninety days, insiders have sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by company insiders.
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.
Read More
- Five stocks we like better than Amphenol
- Gravity Check: Houston, SpaceX Has a Valuation Problem
- Strategy’s Bitcoin Rally Has a Hidden Engine
- Okta’s AI Moment May Be Bigger Than Investors Realize
- 3 Rate-Ready Stocks for the New Fed Chair’s First Big Test
Want to see what other hedge funds are holding APH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amphenol Corporation (NYSE:APH – Free Report).
Receive News & Ratings for Amphenol Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amphenol and related companies with MarketBeat.com's FREE daily email newsletter.
