Kovitz Investment Group Partners LLC Decreases Stock Holdings in Amphenol Corporation $APH

Posted by Brenda Bartman on Jun 19th, 2026

Kovitz Investment Group Partners LLC lessened its stake in Amphenol Corporation (NYSE:APH – Free Report) by 25.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 144,828 shares of the electronics maker’s stock after selling 50,456 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Amphenol were worth $19,572,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in APH. Vanguard Group Inc. raised its stake in shares of Amphenol by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after acquiring an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP boosted its stake in Amphenol by 9,435.8% in the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares in the last quarter. State Street Corp grew its holdings in Amphenol by 1.6% in the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock worth $7,705,440,000 after purchasing an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Amphenol by 2.5% during the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after purchasing an additional 748,813 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. In the last ninety days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of APH opened at $164.23 on Friday. 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 stock has a 50-day moving average of $142.34 and a two-hundred day moving average of $140.20. The stock has a market cap of $202.05 billion, a P/E ratio of 47.19, a P/E/G ratio of 1.41 and a beta of 1.27. Amphenol Corporation has a one year low of $92.98 and a one year high of $167.04.

Amphenol (NYSE:APH – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period in the prior year, the company earned $0.63 earnings per share. The company’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, research analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. 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 0.6%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Analyst Upgrades and Downgrades

APH has been the topic of several research analyst reports. Rothschild & Co Redburn boosted their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Piper Sandler set a $165.00 price target on Amphenol in a research note on Tuesday, March 17th. Barclays reissued an “overweight” rating and issued a $198.00 price target on shares of Amphenol in a report on Monday, June 8th. JPMorgan Chase & Co. upped their price objective on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Finally, UBS Group reaffirmed a “buy” rating and issued a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Fourteen 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.com, Amphenol presently has an average rating of “Moderate Buy” and an average target price of $178.07.

Read Our Latest Report on Amphenol

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.