J.W. Cole Advisors Inc. Has $3.58 Million Stake in Amphenol Corporation $APH

J.W. Cole Advisors Inc. grew its position in shares of Amphenol Corporation (NYSE:APH) by 41.3% during the third quarter, HoldingsChannel.com reports. The firm owned 28,919 shares of the electronics maker’s stock after purchasing an additional 8,458 shares during the period. J.W. Cole Advisors Inc.’s holdings in Amphenol were worth $3,579,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Financial Management Professionals Inc. grew its stake in shares of Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares during the last quarter. Alpine Bank Wealth Management bought a new stake in shares of Amphenol in the 3rd quarter valued at about $30,000. Riggs Asset Managment Co. Inc. increased its stake in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares during the period. Howard Hughes Medical Institute bought a new position in shares of Amphenol during the second quarter worth about $26,000. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Amphenol in the second quarter worth approximately $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity

In other Amphenol news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction dated Tuesday, December 2nd. The shares were 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 is accessible through this link. Also, CFO Craig A. Lampo sold 258,000 shares of Amphenol stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total transaction 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 $24,013,924. This trade represents a 60.61% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 378,076 shares of company stock valued at $54,056,506. 1.67% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. UBS Group restated a “buy” rating and issued a $174.00 price target (up previously from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and boosted their target price for the company from $120.00 to $150.00 in a report on Wednesday, October 15th. Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. US Capital Advisors set a $165.00 price objective on Amphenol in a research note on Friday, January 9th. Finally, Truist Financial set a $182.00 target price on Amphenol in a research note on Tuesday, January 13th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Amphenol has an average rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Trading Down 1.8%

APH opened at $127.60 on Friday. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The firm has a market capitalization of $156.19 billion, a PE ratio of 38.20, a P/E/G ratio of 1.37 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 50-day moving average is $141.35 and its 200 day moving average is $128.31.

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

Amphenol Dividend Announcement

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

More 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 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.