297,311 Shares in Amphenol Corporation $APH Purchased by Main Street Research LLC

Main Street Research LLC acquired a new position in shares of Amphenol Corporation (NYSE:APH) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 297,311 shares of the electronics maker’s stock, valued at approximately $36,792,000. Amphenol comprises about 2.0% of Main Street Research LLC’s portfolio, making the stock its 21st biggest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. SYM FINANCIAL Corp lifted its position in shares of Amphenol by 0.9% during the third quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock worth $1,147,000 after purchasing an additional 82 shares in the last quarter. Bruce G. Allen Investments LLC increased its holdings in shares of Amphenol by 9.4% in the third quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock valued at $121,000 after purchasing an additional 84 shares in the last quarter. Tower Wealth Partners Inc. raised its position in Amphenol by 2.1% in the 3rd quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock worth $526,000 after purchasing an additional 86 shares during the last quarter. Fiduciary Group LLC raised its position in Amphenol by 0.3% in the 3rd quarter. Fiduciary Group LLC now owns 35,022 shares of the electronics maker’s stock worth $4,334,000 after purchasing an additional 89 shares during the last quarter. Finally, Financial Management Professionals Inc. lifted its holdings in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after buying an additional 90 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity at Amphenol

In related 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 sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Performance

APH stock opened at $133.99 on Friday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The company has a market cap of $164.70 billion, a P/E ratio of 40.12, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. The business’s fifty day moving average is $144.23 and its 200-day moving average is $134.50.

Amphenol (NYSE:APH) last announced its quarterly earnings data 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 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%.The firm’s quarterly revenue was up 49.1% compared to the same quarter last year. During the same period 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. Equities research analysts forecast that Amphenol Corporation 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. Stockholders of record on Monday, March 23rd will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

Analyst Ratings Changes

APH has been the subject of several research reports. US Capital Advisors set a $165.00 target price on Amphenol in a research note on Friday, January 9th. JPMorgan Chase & Co. upped their price target on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Truist Financial set a $182.00 price objective on Amphenol in a report on Tuesday, January 13th. Finally, Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and an average price target 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.