Hudson Canyon Capital Management Takes $1.80 Million Position in Amphenol Corporation $APH

Hudson Canyon Capital Management acquired a new position in Amphenol Corporation (NYSE:APH) in the 3rd quarter, Holdings Channel reports. The firm acquired 14,575 shares of the electronics maker’s stock, valued at approximately $1,804,000.

Several other large investors have also modified their holdings of the business. Grant Private Wealth Management Inc acquired a new stake in shares of Amphenol in the third quarter valued at $515,000. IFP Advisors Inc grew its stake in Amphenol by 43.1% during the 2nd quarter. IFP Advisors Inc now owns 24,397 shares of the electronics maker’s stock worth $2,417,000 after purchasing an additional 7,347 shares in the last quarter. DSG Capital Advisors LLC increased its holdings in Amphenol by 230.9% during the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after purchasing an additional 7,458 shares during the period. Estate Counselors LLC acquired a new stake in Amphenol in the 3rd quarter valued at about $3,831,000. Finally, Advyzon Investment Management LLC boosted its stake in shares of Amphenol by 101.6% in the 2nd quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock valued at $598,000 after buying an additional 3,051 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 258,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The stock was 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 owned 167,695 shares in the company, valued at approximately $24,013,924. The trade was a 60.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 378,076 shares of company stock worth $54,056,506. 1.67% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of recent research reports. Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and upped their target price for the stock from $120.00 to $150.00 in a research note on Wednesday, October 15th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. JPMorgan Chase & Co. lifted their price objective on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 27th. Truist Financial set a $182.00 target price on Amphenol in a report on Tuesday, January 13th. Finally, Robert W. Baird set a $139.00 price target on Amphenol and gave the stock an “outperform” rating in a report on Friday, October 10th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Price Performance

Shares of NYSE:APH opened at $129.77 on Thursday. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. The firm has a market capitalization of $158.85 billion, a P/E ratio of 38.85, a P/E/G ratio of 1.55 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The company’s fifty day moving average price is $141.57 and its 200 day moving average price is $128.31.

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

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.