Pine Valley Investments Ltd Liability Co bought a new stake in shares of Amphenol Corporation (NYSE:APH – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 29,468 shares of the electronics maker’s stock, valued at approximately $3,727,000.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Generali Asset Management SPA SGR lifted its stake in Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares during the last quarter. Principal Financial Group Inc. grew its position in shares of Amphenol by 2.6% during the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after acquiring an additional 70,938 shares during the last quarter. Praxis Investment Management Inc. grew its position in shares of Amphenol by 86.3% during the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after acquiring an additional 12,502 shares during the last quarter. Global Retirement Partners LLC increased its holdings in shares of Amphenol by 110.5% in the 4th quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after acquiring an additional 9,812 shares during the period. Finally, OVERSEA CHINESE BANKING Corp Ltd bought a new stake in Amphenol in the 4th quarter valued at about $4,004,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.
Amphenol Price Performance
Shares of NYSE APH opened at $160.72 on Monday. Amphenol Corporation has a twelve month low of $102.76 and a twelve month high of $178.52. The company has a current ratio of 1.89, a quick ratio of 1.41 and a debt-to-equity ratio of 1.10. The firm has a 50-day moving average of $155.61 and a two-hundred day moving average of $145.14. The company has a market capitalization of $197.73 billion, a price-to-earnings ratio of 40.28, a PEG ratio of 1.30 and a beta of 1.24.
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 issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s payout ratio is presently 25.06%.
Insider Activity
In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s 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 directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.42% of the stock is owned by company insiders.
Analyst Ratings Changes
APH has been the subject of several recent analyst reports. Robert W. Baird upped their target price on shares of Amphenol from $177.00 to $190.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. BNP Paribas Exane increased their price objective on Amphenol from $200.00 to $215.00 and gave the stock an “outperform” rating in a report on Thursday. Citigroup raised their target price on Amphenol from $195.00 to $210.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Bank of America boosted their price target on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $191.67.
View Our Latest Report on Amphenol
Key Amphenol News
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 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.
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