M.D. Sass LLC trimmed its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 83.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 56,282 shares of the electronics maker’s stock after selling 280,115 shares during the quarter. Amphenol accounts for approximately 0.6% of M.D. Sass LLC’s portfolio, making the stock its 23rd largest position. M.D. Sass LLC’s holdings in Amphenol were worth $7,606,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also bought and sold shares of the company. Kesler Norman & Wride LLC grew its position in shares of Amphenol by 60.8% in the 4th quarter. Kesler Norman & Wride LLC now owns 30,076 shares of the electronics maker’s stock worth $4,064,000 after buying an additional 11,371 shares during the last quarter. Greenwich Wealth Management LLC grew its position in shares of Amphenol by 0.6% in the 4th quarter. Greenwich Wealth Management LLC now owns 20,747 shares of the electronics maker’s stock worth $2,804,000 after buying an additional 130 shares during the last quarter. Dynasty Wealth Management LLC grew its position in shares of Amphenol by 6.0% in the 4th quarter. Dynasty Wealth Management LLC now owns 11,826 shares of the electronics maker’s stock worth $1,598,000 after buying an additional 674 shares during the last quarter. 3Chopt Investment Partners LLC bought a new stake in shares of Amphenol in the 4th quarter worth approximately $201,000. Finally, Mutual of America Capital Management LLC grew its position in shares of Amphenol by 4.7% in the 4th quarter. Mutual of America Capital Management LLC now owns 212,337 shares of the electronics maker’s stock worth $28,695,000 after buying an additional 9,529 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
A number of brokerages have recently weighed in on APH. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Seaport Research Partners reiterated a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. BNP Paribas Exane raised their target price on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday, May 28th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Finally, UBS Group restated 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. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $176.87.
Insider Transactions at Amphenol
In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 in the last three months. 1.42% of the stock is currently owned by insiders.
Amphenol Trading Up 1.4%
APH opened at $148.40 on Wednesday. The stock has a market cap of $182.56 billion, a PE ratio of 42.64, a PEG ratio of 1.28 and a beta of 1.27. 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 business has a 50 day moving average of $135.66 and a 200-day moving average of $138.71. Amphenol Corporation has a 52 week low of $90.71 and a 52 week high of $167.04.
Amphenol (NYSE:APH – Get Free Report) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.
Amphenol Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid 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 yield of 0.7%. Amphenol’s payout ratio is presently 28.74%.
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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