Amphenol (NYSE:APH – Free Report) had its price target raised by Citigroup from $195.00 to $210.00 in a research note published on Thursday morning,Benzinga reports. Citigroup currently has a buy rating on the electronics maker’s stock.
A number of other research firms also recently commented on APH. JPMorgan Chase & Co. raised their target price on Amphenol from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. TD Cowen reaffirmed a “hold” rating and issued a $175.00 price objective (up from $135.00) on shares of Amphenol in a research note on Monday, July 13th. Jefferies Financial Group lifted their price objective on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Truist Financial boosted their target price on Amphenol from $200.00 to $215.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, The Goldman Sachs Group raised their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $191.67.
Get Our Latest Stock Analysis on APH
Amphenol Trading Up 0.6%
Amphenol (NYSE:APH – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. The company had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.26 billion. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The firm’s revenue for the quarter was up 55.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.81 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Equities analysts anticipate that Amphenol will post 5.13 EPS for the current year.
Amphenol Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s dividend payout ratio is presently 25.06%.
Insider Buying and Selling
In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.42% of the company’s stock.
Institutional Trading of Amphenol
Large investors have recently made changes to their positions in the stock. Brighton Jones LLC raised its position in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after buying an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC lifted its stake in shares of Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC lifted its stake in shares of Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after purchasing an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC grew its position in shares of Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after purchasing an additional 638 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.
Key Stories Impacting Amphenol
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
- Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
- Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
- Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
- Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript
Amphenol Company Profile
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.
Recommended Stories
- Five stocks we like better than Amphenol
- Popular’s Earnings Beat Shows Why This Bank Stock Keeps Climbing
- ABB’s Rotork Deal Could Put These Flow Control Stocks Back in Focus
- GE HealthCare Stock Climbs on Vital Diagnostics Demand
- Lost in Space: Why Aerospace Valuations Are Plummeting Right Now
Receive News & Ratings for Amphenol Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amphenol and related companies with MarketBeat.com's FREE daily email newsletter.
