London Co. of Virginia lowered its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 5.4% during the fourth quarter, Holdings Channel reports. The fund owned 524,534 shares of the electronics maker’s stock after selling 29,992 shares during the quarter. London Co. of Virginia’s holdings in Amphenol were worth $70,886,000 at the end of the most recent quarter.
Several other large investors have also recently added to or reduced their stakes in the stock. Tucker Asset Management LLC bought a new stake in shares of Amphenol during the 4th quarter worth $26,000. Board of the Pension Protection Fund bought a new stake in shares of Amphenol during the 4th quarter worth $27,000. Lloyd Advisory Services LLC. bought a new stake in shares of Amphenol during the 4th quarter worth $29,000. Tacita Capital Inc boosted its holdings in shares of Amphenol by 145.6% during the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock worth $30,000 after buying an additional 131 shares during the period. Finally, Cornerstone Financial Management LLC bought a new stake in shares of Amphenol during the 4th quarter worth $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.
Analysts Set New Price Targets
Several analysts recently issued reports on the stock. Seaport Research Partners reaffirmed a “buy” rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Robert W. Baird set a $177.00 price target on shares of Amphenol in a report on Thursday, April 30th. Finally, Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and an average price target of $178.07.
Amphenol Trading Up 0.2%
Shares of APH stock opened at $158.86 on Wednesday. Amphenol Corporation has a 52-week low of $92.22 and a 52-week high of $167.04. The stock has a market cap of $195.43 billion, a price-to-earnings 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 firm has a fifty day moving average of $140.93 and a 200-day moving average of $139.87.
Amphenol (NYSE:APH – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) 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 company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the prior year, the company posted $0.63 EPS. The business’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.
Amphenol Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given 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 dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 28.74%.
Insider Activity
In related news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction dated 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 $276,038,277.47. This trade represents a 0.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. In the last ninety days, insiders have sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s 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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