Fishman Jay A Ltd. MI Invests $866,000 in Amphenol Corporation $APH

Fishman Jay A Ltd. MI bought a new stake in shares of Amphenol Corporation (NYSE:APH) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 7,000 shares of the electronics maker’s stock, valued at approximately $866,000.

Several other hedge funds have also recently added to or reduced their stakes in APH. Brighton Jones LLC grew its holdings in shares of Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC increased its stake in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares in the last quarter. Wealthcare Advisory Partners LLC acquired a new stake in Amphenol during the 2nd quarter worth about $289,000. Finally, Belpointe Asset Management LLC acquired a new position in shares of Amphenol in the second quarter worth about $264,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insiders Place Their Bets

In other news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the completion of the sale, 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 position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 378,076 shares of company stock valued at $54,056,506. Insiders own 1.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on APH shares. Evercore ISI restated an “outperform” rating and issued a $165.00 price target on shares of Amphenol in a research report on Tuesday, January 20th. Barclays reissued an “overweight” rating and set a $175.00 target price (up previously from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. US Capital Advisors set a $165.00 price objective on Amphenol in a report on Friday, January 9th. Finally, Bank of America upgraded Amphenol from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $120.00 to $150.00 in a report on Wednesday, October 15th. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analyst and research bullishness — Zacks highlights AI datacom demand, defense exposure and 2026 guidance as reasons the stock remains a buy despite a premium valuation, supporting upside potential for APH. Read More.
• Positive Sentiment: Barclays and other commentators view the recent pullback as a potential entry point, which can attract value‑seeking buyers if revenue momentum persists. Read More.
• Positive Sentiment: Board succession plan promotes continuity — the Board will make R. Adam Norwitt (current CEO) Chairman at the 2026 annual meeting, a governance move that reduces leadership uncertainty. Read More.
• Neutral Sentiment: Quarterly dividend announced — APH declared a $0.25/share quarterly dividend (record March 23; payable April 14). The yield is modest (~0.8%), so the impact on total return is limited but signals continued shareholder returns.
• Neutral Sentiment: Mixed analyst coverage — several recent pieces and aggregator stories summarize divergent Street views (some bullish on momentum, others caution on valuation), leaving the near‑term reaction dependent on sentiment and flows. Read More.
• Negative Sentiment: Recent sharp pullback and skepticism — coverage noting a ~17% drop after earnings raises questions about sustainability and whether the share retreat signals underlying weakness or a buying opportunity. That volatility can keep sellers active. Read More.
• Negative Sentiment: Short‑term trade‑down headlines — market stories pairing Amphenol with other decliners underline momentum selling and may amplify intraday declines even when fundamentals remain intact. Read More.

Amphenol Trading Down 1.8%

Amphenol stock opened at $127.60 on Friday. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The firm has a market capitalization of $156.19 billion, a PE ratio of 38.20, a PEG ratio of 1.37 and a beta of 1.20. The business’s 50-day simple moving average is $141.35 and its 200-day simple moving average is $128.31.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm posted $0.55 EPS. The company’s revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is presently 29.94%.

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.