4,515 Shares in Amphenol Corporation $APH Acquired by Cambria Investment Management L.P.

Cambria Investment Management L.P. purchased a new stake in shares of Amphenol Corporation (NYSE:APH) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,515 shares of the electronics maker’s stock, valued at approximately $559,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of APH. Grant Private Wealth Management Inc purchased a new stake in Amphenol in the 3rd quarter worth $515,000. DSG Capital Advisors LLC boosted its stake in shares of Amphenol by 230.9% in the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after acquiring an additional 7,458 shares during the period. Oppenheimer Asset Management Inc. grew its position in shares of Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after purchasing an additional 26,175 shares in the last quarter. Estate Counselors LLC purchased a new stake in shares of Amphenol during the third quarter worth about $3,831,000. Finally, Convergence Investment Partners LLC raised its stake in Amphenol by 59.9% during the 3rd quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock valued at $2,388,000 after purchasing an additional 7,230 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have issued reports on APH shares. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 price objective on shares of Amphenol in a report on Thursday, January 15th. Citigroup upped their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Truist Financial set a $182.00 price target on shares of Amphenol in a report on Tuesday, January 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Finally, Barclays restated 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. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.67% of the company’s stock.

Amphenol Stock Up 2.5%

NYSE APH opened at $132.86 on Thursday. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The firm has a market capitalization of $163.31 billion, a price-to-earnings ratio of 39.78, a PEG ratio of 1.37 and a beta of 1.20. The company has a fifty day moving average of $144.60 and a two-hundred day moving average of $133.46.

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, topping the consensus estimate of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the business earned $0.55 EPS. The business’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. On average, analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

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