Bokf Na Reduces Stock Position in Amphenol Corporation $APH

Bokf Na cut its holdings in Amphenol Corporation (NYSE:APH) by 6.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 62,764 shares of the electronics maker’s stock after selling 4,182 shares during the period. Bokf Na’s holdings in Amphenol were worth $7,767,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Financial Management Professionals Inc. grew its position 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 valued at $25,000 after purchasing an additional 90 shares in the last quarter. Alpine Bank Wealth Management purchased a new stake in Amphenol during the 3rd quarter worth about $30,000. Riggs Asset Managment Co. Inc. boosted its stake in Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares during the period. Howard Hughes Medical Institute bought a new position in Amphenol in the 2nd quarter worth about $26,000. Finally, Evolution Wealth Management Inc. purchased a new position in Amphenol during the 2nd quarter valued at about $31,000. Institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. UBS Group reissued a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Evercore reaffirmed an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Finally, Citigroup boosted their price target on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction dated 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 sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.67% of the stock is owned by insiders.

Amphenol Trading Down 2.3%

Shares of APH opened at $131.41 on Friday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The company has a market capitalization of $161.53 billion, a P/E ratio of 39.35, a P/E/G ratio of 1.42 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 firm’s 50 day simple moving average is $144.35 and its 200 day simple moving average is $134.33.

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

Amphenol Dividend Announcement

The company 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 $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. 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.