Patton Albertson Miller Group LLC Makes New $3.48 Million Investment in Amphenol Corporation $APH

Patton Albertson Miller Group LLC purchased a new position in shares of Amphenol Corporation (NYSE:APH) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 28,109 shares of the electronics maker’s stock, valued at approximately $3,478,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of APH. Geode Capital Management LLC grew its position in Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after purchasing an additional 2,217,079 shares during the last quarter. Norges Bank purchased a new position in shares of Amphenol in the second quarter worth $2,104,244,000. Franklin Resources Inc. lifted its stake in shares of Amphenol by 13.4% during the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after buying an additional 1,486,105 shares during the period. Charles Schwab Investment Management Inc. grew its holdings in shares of Amphenol by 1.9% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock valued at $699,998,000 after buying an additional 133,966 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its position in shares of Amphenol by 3.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 5,883,759 shares of the electronics maker’s stock valued at $581,021,000 after acquiring an additional 210,551 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Stock Up 2.6%

Shares of APH stock opened at $149.73 on Friday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The stock has a market cap of $183.28 billion, a P/E ratio of 44.83, a P/E/G ratio of 0.87 and a beta of 1.21. The stock has a 50 day moving average of $141.18 and a 200 day moving average of $127.00. The company has a current ratio of 2.98, a quick ratio of 1.52 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s revenue was up 49.1% on a year-over-year basis. During the same quarter last year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages have commented on APH. Barclays reaffirmed an “overweight” rating and set a $175.00 price target (up previously from $156.00) on shares of Amphenol in a research report on Thursday. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and increased their price target for the stock from $120.00 to $150.00 in a report on Wednesday, October 15th. Finally, Evercore ISI restated an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $151.38.

Amphenol News Summary

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 results beat and stronger guidance — Amphenol reported record Q4 sales and adjusted EPS that topped estimates (revenue and EPS beats; FY Q1 guidance above consensus), a fundamental reason investors cite for longer-term upside. Amphenol Corp (APH) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst upgrade and higher target — Citigroup raised its price target from $175 to $180 and kept a “buy” rating, signaling ~20% upside from current levels and supporting demand. Benzinga article on Citigroup raise
• Positive Sentiment: Technical/short-term buying helped the rebound — a market-technical “power inflow” signal was reported to have lifted shares roughly 7%, contributing to intraday strength. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Earnings call transcript available — the full transcript provides management commentary on drivers (AI/datacom demand, acquisitions) and forward commentary that traders will parse for cadence and risks. Earnings Call Transcript
• Negative Sentiment: Post-earnings sell-off driven by valuation and growth concerns — despite the beat, investors sold into strength citing a rich valuation, worries about sustaining high organic growth (especially data-center exposure) and a possible near-term EPS dip. That pressured the stock sharply after the report. Amphenol Tumbles On Valuation Concerns
• Negative Sentiment: Investor worry about sustainability of data-center-driven surge — coverage notes and market commentary highlight fear that IT/datacom strength may slow, prompting further downside risk if organic growth disappoints. Data Center Vendor Amphenol Slides After Earnings Beat

Insider Activity at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total value of $5,750,906.00. Following the completion of the transaction, the chief financial officer owned 39,884 shares of the company’s stock, valued at approximately $5,723,354. The trade was a 50.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at approximately $1,764,625. This trade represents a 90.57% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 498,076 shares of company stock worth $70,996,906. 1.67% of the stock is owned by company insiders.

About Amphenol

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.