Amphenol (NYSE:APH) Stock Rating Raised to Strong-Buy at Sanford C. Bernstein

Posted by Francis Steltz on Sep 25th, 2026

Sanford C. Bernstein upgraded shares of Amphenol (NYSE:APH – Free Report) to a strong-buy rating in a research report report published on Wednesday,Zacks reports.

APH has been the topic of several other reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Friday, July 17th. JPMorgan Chase & Co. raised their target price on Amphenol from $100.00 to $107.50 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Bank of America lifted their target price on Amphenol from $90.00 to $92.50 and gave the stock a “buy” rating in a report on Thursday, July 9th. TD Cowen dropped their price target on shares of Amphenol from $175.00 to $90.00 and set a “hold” rating on the stock in a research report on Wednesday, September 9th. Finally, Citigroup restated a “buy” rating on shares of Amphenol in a research report on Monday, September 14th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Amphenol has a consensus rating of “Buy” and a consensus target price of $96.34.

Check Out Our Latest Stock Analysis on APH

Amphenol Price Performance

Shares of NYSE:APH opened at $83.18 on Wednesday. The company has a market cap of $205.13 billion, a PE ratio of 41.70, a P/E/G ratio of 1.15 and a beta of 1.24. Amphenol has a fifty-two week low of $59.01 and a fifty-two week high of $89.26. The firm has a 50-day simple moving average of $80.40 and a 200 day simple moving average of $74.86. The company has a quick ratio of 1.41, a current ratio of 1.89 and a debt-to-equity ratio of 1.10.

Amphenol (NYSE:APH – Get Free Report) last posted its earnings results on Wednesday, July 29th. The electronics maker reported $0.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.60 by $0.08. The company had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.26 billion. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The firm’s quarterly revenue was up 55.0% compared to the same quarter last year. During the same period last year, the business posted $0.41 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. On average, sell-side analysts anticipate that Amphenol will post 2.66 EPS for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 14th. Stockholders of record on Tuesday, September 22nd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, September 22nd. Amphenol’s dividend payout ratio is currently 25.00%.

Insider Buying and Selling

In other Amphenol news, CFO Craig A. Lampo sold 386,400 shares of the firm’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $83.66, for a total value of $32,324,292.00. Following the completion of the transaction, the chief financial officer directly owned 181,330 shares in the company, valued at $15,169,161.15. This trade represents a 68.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Lance E. D’amico sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $81.00, for a total transaction of $8,099,500.00. Following the completion of the transaction, the executive vice president directly owned 114,130 shares in the company, valued at approximately $9,243,959.35. This trade represents a 46.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 2,098,608 shares of company stock worth $172,316,688. Company insiders own 1.42% of the company’s stock.

Hedge Funds Weigh In On Amphenol

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. State Street Corp raised its position in Amphenol by 24.2% during the second quarter. State Street Corp now owns 71,281,059 shares of the electronics maker’s stock valued at $12,107,146,000 after buying an additional 13,884,641 shares during the period. J. Stern & Co. LLP increased its stake in Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after buying an additional 75,964,718 shares during the period. JPMorgan Chase & Co. grew its holdings in shares of Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after acquiring an additional 17,387,536 shares in the last quarter. Capital International Investors grew its stake in Amphenol by 31.5% in the fourth quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock valued at $3,200,276,000 after purchasing an additional 5,674,225 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Amphenol during the 4th quarter valued at about $3,052,145,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Company Profile

(Get Free Report)

Amphenol Corporation (NYSE: APH) is a global manufacturer of interconnect, sensor and antenna solutions. Its products enable the transmission of power, data and signals in electronic and electrical systems, including connectors, cable assemblies, backplanes, antennas, sensors and related components.

The company serves a broad range of markets, including aerospace and defense, automotive, information technology and data communications, industrial equipment, mobile networks, medical devices, and consumer electronics.