SmartHarvest Portfolios LLC Takes $762,000 Position in Amphenol Corporation $APH

Posted by Geri Gentry on Jun 12th, 2026

SmartHarvest Portfolios LLC acquired a new position in shares of Amphenol Corporation (NYSE:APH – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,638 shares of the electronics maker’s stock, valued at approximately $762,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Tucker Asset Management LLC purchased a new position in shares of Amphenol during the 4th quarter worth approximately $26,000. Board of the Pension Protection Fund acquired a new position in Amphenol during the fourth quarter worth $27,000. Lloyd Advisory Services LLC. acquired a new position in Amphenol during the fourth quarter worth $29,000. Tacita Capital Inc grew its stake in shares of Amphenol by 145.6% in the fourth quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock valued at $30,000 after buying an additional 131 shares in the last quarter. Finally, Towne Trust Company N.A purchased a new stake in shares of Amphenol in the 4th quarter valued at $34,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

APH has been the subject of a number of research analyst reports. UBS Group restated a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Robert W. Baird set a $177.00 price target on shares of Amphenol 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 report on Monday, March 16th. Citigroup reiterated a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Finally, The Goldman Sachs Group boosted their price target on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $178.07.

View Our Latest Analysis on APH

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 in the last 90 days. 1.42% of the stock is currently owned by insiders.

Amphenol Trading Up 2.1%

Shares of NYSE:APH opened at $152.33 on Friday. Amphenol Corporation has a 52 week low of $92.08 and a 52 week high of $167.04. The company’s 50 day moving average is $139.17 and its two-hundred day moving average is $139.47. The company has a market cap of $187.40 billion, a PE ratio of 43.77, a P/E/G ratio of 1.31 and a beta of 1.27. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH – Get Free Report) last released its quarterly earnings data 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. The business had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a $0.25 dividend. The ex-dividend date of this dividend 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 28.74%.

About Amphenol

(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.