Amphenol Corporation $APH Shares Purchased by Turtle Creek Wealth Advisors LLC

Posted by George Bondi on Jul 3rd, 2026

Turtle Creek Wealth Advisors LLC raised its stake in Amphenol Corporation (NYSE:APH – Free Report) by 5.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 112,002 shares of the electronics maker’s stock after purchasing an additional 5,741 shares during the period. Amphenol accounts for about 1.1% of Turtle Creek Wealth Advisors LLC’s holdings, making the stock its 27th biggest position. Turtle Creek Wealth Advisors LLC’s holdings in Amphenol were worth $14,151,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of APH. Vanguard Group Inc. boosted its holdings in shares of Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after buying an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP raised its stake in Amphenol by 9,435.8% during the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after acquiring an additional 75,964,718 shares in the last quarter. State Street Corp lifted its position in Amphenol by 1.6% in the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after acquiring an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. lifted its position in Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after acquiring an additional 17,387,536 shares during the last quarter. Finally, Geode Capital Management LLC boosted its stake in Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after acquiring an additional 748,813 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on APH shares. JPMorgan Chase & Co. lifted their target price on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. BNP Paribas Exane boosted their price objective on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. UBS Group restated a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, Jefferies Financial Group boosted their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Get Our Latest Research Report on APH

Amphenol Trading Down 4.5%

NYSE:APH opened at $164.40 on Friday. Amphenol Corporation has a 52-week low of $95.19 and a 52-week high of $178.52. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a fifty day simple moving average of $146.39 and a 200-day simple moving average of $142.15. The company has a market capitalization of $202.25 billion, a PE ratio of 47.24, a price-to-earnings-growth ratio of 1.51 and a beta of 1.24.

Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 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 firm had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the prior year, the company earned $0.63 EPS. The firm’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 expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently declared 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. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio is currently 28.74%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, 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 at this hyperlink. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last quarter. 1.42% of the stock is owned by corporate insiders.

Amphenol Company 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.