Gateway Wealth Partners LLC Invests $454,000 in Amphenol Corporation $APH

Posted by George Bondi on Aug 1st, 2026

Gateway Wealth Partners LLC bought a new stake in Amphenol Corporation (NYSE:APH – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,596 shares of the electronics maker’s stock, valued at approximately $454,000.

Other large investors have also bought and sold shares of the company. Generali Asset Management SPA SGR grew its holdings in shares of Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares during the last quarter. Principal Financial Group Inc. raised its holdings in shares of Amphenol by 2.6% in the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after buying an additional 70,938 shares during the last quarter. Praxis Investment Management Inc. raised its holdings in shares of Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after buying an additional 12,502 shares during the last quarter. Global Retirement Partners LLC lifted its position in Amphenol by 110.5% during the 4th quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after buying an additional 9,812 shares in the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd bought a new stake in Amphenol during the 4th quarter worth about $4,004,000. 97.01% of the stock is currently owned by institutional investors.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Amphenol Price Performance

Shares of APH stock opened at $160.72 on Friday. The firm has a market cap of $197.73 billion, a price-to-earnings ratio of 40.28, a PEG ratio of 1.34 and a beta of 1.24. Amphenol Corporation has a 12 month low of $102.76 and a 12 month high of $178.52. The company has a quick ratio of 1.26, a current ratio of 1.89 and a debt-to-equity ratio of 1.10. The stock has a 50-day moving average price of $155.61 and a 200 day moving average price of $145.14.

Amphenol (NYSE:APH – Get Free Report) last released its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. The company had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The company’s revenue was up 55.0% compared to the same quarter last year. During the same period in the prior year, the company posted $0.81 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Research analysts expect that Amphenol Corporation will post 4.95 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio is currently 25.06%.

Wall Street Analyst Weigh In

Several research firms have weighed in on APH. Truist Financial raised their price objective on shares of Amphenol from $200.00 to $215.00 and gave the company a “buy” rating in a research report on Thursday. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Jefferies Financial Group raised their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Seaport Research Partners restated a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Finally, Zacks Research raised Amphenol from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of “Buy” and an average target price of $191.67.

Read Our Latest Research Report on Amphenol

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 52,203 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $142.04, for a total value of $7,414,914.12. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $273,783,094.28. This trade represents a 2.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.42% of the stock is owned by corporate insiders.

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.