TD Waterhouse Canada Inc. Sells 9,777 Shares of Amphenol Corporation $APH

TD Waterhouse Canada Inc. reduced its holdings in shares of Amphenol Corporation (NYSE:APH) by 9.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 88,557 shares of the electronics maker’s stock after selling 9,777 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Amphenol were worth $10,964,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Geode Capital Management LLC raised its stake in shares of 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 period. Norges Bank purchased a new stake in Amphenol during the second quarter worth about $2,104,244,000. Franklin Resources Inc. raised its position in Amphenol by 13.4% in the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after acquiring an additional 1,486,105 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in Amphenol by 1.9% in 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 acquiring an additional 133,966 shares during the last quarter. Finally, Envestnet Asset Management Inc. grew its position in shares of Amphenol by 3.7% during 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. Institutional investors own 97.01% of the company’s stock.

Amphenol Trading Up 2.6%

Shares of APH 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 PE ratio of 44.83, a P/E/G ratio of 0.87 and a beta of 1.21. The company has a quick ratio of 1.52, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The business’s 50-day moving average price is $141.18 and its 200-day moving average price is $127.00.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion during 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%. Amphenol’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Insider Transactions at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Craig A. Lampo sold 258,000 shares of the firm’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total value of $36,945,600.00. Following the completion of the sale, the chief financial officer directly owned 167,695 shares in the company, valued at approximately $24,013,924. The trade was a 60.61% 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 valued at $70,996,906. 1.67% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Barclays reaffirmed an “overweight” rating and issued a $175.00 price target (up previously from $156.00) on shares of Amphenol in a report on Thursday. Citigroup boosted their target price on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday. JPMorgan Chase & Co. increased their price target on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday. Robert W. Baird set a $139.00 price objective on Amphenol and gave the company an “outperform” rating in a research note on Friday, October 10th. Finally, Evercore ISI reaffirmed an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a report on Tuesday, January 20th. Eleven equities 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, the company currently has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Key Headlines Impacting Amphenol

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

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.