Amphenol (NYSE:APH) Cut to Hold at Wall Street Zen

Wall Street Zen cut shares of Amphenol (NYSE:APH) from a buy rating to a hold rating in a research note issued to investors on Saturday.

A number of other equities analysts also recently weighed in on APH. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Barclays reaffirmed an “overweight” rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Citigroup lifted their target price on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Finally, US Capital Advisors set a $165.00 price objective on Amphenol in a research report on Friday, January 9th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Trading Up 2.1%

NYSE APH opened at $146.72 on Friday. The firm’s 50 day moving average price is $141.90 and its two-hundred day moving average price is $130.59. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. Amphenol has a twelve month low of $56.45 and a twelve month high of $167.04. The stock has a market cap of $180.35 billion, a price-to-earnings ratio of 43.93, a PEG ratio of 1.55 and a beta of 1.20.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion during 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 revenue was up 49.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities analysts anticipate that Amphenol will post 2.36 EPS 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 issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is 29.94%.

Insider Activity at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.67% of the company’s stock.

Institutional Trading of Amphenol

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in APH. Brighton Jones LLC grew its stake in shares of Amphenol by 114.0% in the fourth 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 grew its position 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 during the last quarter. Bison Wealth LLC increased its holdings in shares of Amphenol by 8.3% during 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 during the period. Harbour Investments Inc. raised its position in shares of Amphenol by 1,908.8% during the second quarter. Harbour Investments Inc. now owns 12,153 shares of the electronics maker’s stock valued at $1,200,000 after buying an additional 11,548 shares during the last quarter. Finally, Nordea Investment Management AB lifted its stake in shares of Amphenol by 1,068.3% in the second quarter. Nordea Investment Management AB now owns 1,131,809 shares of the electronics maker’s stock valued at $110,872,000 after buying an additional 1,034,935 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

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.