Watchman Group Inc. Trims Stake in Amphenol Corporation $APH

Posted by Brenda Bartman on Jun 25th, 2026

Watchman Group Inc. lessened its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 9.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 45,353 shares of the electronics maker’s stock after selling 4,995 shares during the quarter. Amphenol comprises about 1.4% of Watchman Group Inc.’s investment portfolio, making the stock its 16th biggest position. Watchman Group Inc.’s holdings in Amphenol were worth $5,730,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in APH. J. Stern & Co. LLP lifted its position in shares of Amphenol by 9,435.8% in the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares in the last quarter. Norges Bank acquired a new position in Amphenol in the 4th quarter valued at about $3,052,145,000. JPMorgan Chase & Co. raised its stake in Amphenol by 102.7% in the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares during the last quarter. Capital International Investors lifted its holdings in Amphenol by 446.9% in the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Finally, Capital Research Global Investors lifted its holdings in Amphenol by 106.9% in the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Citigroup reiterated a “buy” rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Rothschild & Co Redburn raised their target price on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Finally, Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Read Our Latest Research Report on Amphenol

Amphenol Trading Up 2.5%

NYSE APH opened at $162.60 on Thursday. The company has a market cap of $200.03 billion, a P/E ratio of 46.72, a P/E/G ratio of 1.39 and a beta of 1.27. Amphenol Corporation has a 12 month low of $95.19 and a 12 month high of $168.75. 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 50-day moving average of $144.22 and a 200-day moving average of $140.86.

Amphenol (NYSE:APH – Get Free Report) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company earned $0.63 earnings per share. The company’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, equities analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

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

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. In the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. Corporate insiders own 1.42% of the company’s stock.

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.