Amphenol Corporation $APH Stake Decreased by Watchtower Advisors LP

Watchtower Advisors LP reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 6.3% in the third quarter, according to its most recent filing with the SEC. The fund owned 130,000 shares of the electronics maker’s stock after selling 8,700 shares during the period. Amphenol makes up 7.5% of Watchtower Advisors LP’s investment portfolio, making the stock its 5th biggest position. Watchtower Advisors LP’s holdings in Amphenol were worth $16,088,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Norges Bank bought a new stake in Amphenol during the second quarter worth about $2,104,244,000. Capital International Investors increased its position in shares of Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the last quarter. Capital Research Global Investors raised its holdings in shares of Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after buying an additional 8,021,284 shares in the last quarter. Holocene Advisors LP raised its holdings in shares of Amphenol by 201.2% during the 2nd quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after buying an additional 2,583,628 shares in the last quarter. Finally, Jennison Associates LLC bought a new stake in Amphenol in the 3rd quarter worth approximately $287,947,000. Institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.67% of the stock is owned by company insiders.

Amphenol Stock Down 1.6%

Amphenol stock opened at $134.50 on Thursday. The firm has a market cap of $165.33 billion, a price-to-earnings ratio of 40.27, a PEG ratio of 1.45 and a beta of 1.20. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. The stock has a fifty day simple moving average of $144.42 and a two-hundred day simple moving average of $134.36.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $6.44 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio is currently 29.94%.

Analyst Ratings Changes

A number of research analysts have commented on the stock. Truist Financial set a $182.00 price target on shares of Amphenol in a research report on Tuesday, January 13th. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Evercore reissued an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research report on Tuesday, January 20th. Citigroup increased their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, JPMorgan Chase & Co. raised their price objective on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday, January 27th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $151.38.

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.