North Point Portfolio Managers Corp OH Has $41.26 Million Stake in Amphenol Corporation $APH

North Point Portfolio Managers Corp OH cut its stake in shares of Amphenol Corporation (NYSE:APH) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 305,335 shares of the electronics maker’s stock after selling 5,739 shares during the quarter. Amphenol makes up 7.0% of North Point Portfolio Managers Corp OH’s portfolio, making the stock its largest holding. North Point Portfolio Managers Corp OH’s holdings in Amphenol were worth $41,263,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. State Street Corp grew its holdings in shares of Amphenol by 1.2% during the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after purchasing an additional 676,797 shares during the last quarter. Capital International Investors grew its holdings in shares of Amphenol by 446.9% during the third 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 during the last quarter. Capital Research Global Investors grew its holdings in shares of Amphenol by 106.9% during the third 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 during the last quarter. Invesco Ltd. grew its holdings in shares of Amphenol by 14.4% during the third quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock valued at $1,121,801,000 after purchasing an additional 1,143,513 shares during the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of Amphenol by 12.5% during the third quarter. Legal & General Group Plc now owns 8,334,138 shares of the electronics maker’s stock valued at $1,031,350,000 after purchasing an additional 928,994 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Monday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Finally, Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Twelve investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $151.93.

Amphenol Stock Performance

Shares of NYSE APH opened at $148.25 on Thursday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The stock has a 50 day simple moving average of $138.03 and a 200-day simple moving average of $138.01. The company has a market cap of $182.27 billion, a PE ratio of 44.39, a P/E/G ratio of 1.58 and a beta of 1.25. Amphenol Corporation has a 12-month low of $70.83 and a 12-month high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business’s revenue was up 49.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 4.34 EPS for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.67% of the stock is owned by company insiders.

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.