Sands Capital Management LLC Acquires 83,770 Shares of Amphenol Corporation $APH

Posted by Brenda Bartman on Jun 15th, 2026

Sands Capital Management LLC boosted its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 10.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 879,004 shares of the electronics maker’s stock after purchasing an additional 83,770 shares during the quarter. Sands Capital Management LLC’s holdings in Amphenol were worth $118,789,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in APH. Norges Bank bought a new stake in Amphenol during the 4th quarter valued at approximately $3,052,145,000. JPMorgan Chase & Co. increased its stake in Amphenol by 102.7% in the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after acquiring an additional 17,387,536 shares during the last quarter. Capital International Investors increased its stake in Amphenol by 446.9% in the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after acquiring an additional 14,714,177 shares during the last quarter. Capital Research Global Investors increased its stake in Amphenol by 106.9% in the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after acquiring an additional 8,021,284 shares during the last quarter. Finally, Jennison Associates LLC increased its stake in Amphenol by 340.8% in the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after acquiring an additional 7,930,532 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s 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 $277,368,257.30. The trade was a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by insiders.

Amphenol Stock Performance

NYSE APH opened at $153.97 on Monday. The company has a market cap of $189.42 billion, a P/E ratio of 44.24, a P/E/G ratio of 1.35 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The business’s 50 day moving average price is $139.70 and its 200-day moving average price is $139.58. Amphenol Corporation has a fifty-two week low of $92.08 and a fifty-two 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 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. The firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued 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 0.6%. Amphenol’s payout ratio is presently 28.74%.

Analysts Set New Price Targets

A number of research firms have issued reports on APH. JPMorgan Chase & Co. lifted their price objective on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Barclays reaffirmed an “overweight” rating and issued a $198.00 price objective on shares of Amphenol in a research note on Monday, June 8th. Finally, BNP Paribas Exane lifted their price objective on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $178.07.

Check Out Our Latest Analysis on APH

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.